Are you an experienced advisor looking with a book of clients looking to integrate into an incredible firm offering top salary and exceptional culture?

An opportunity has presented in the Melbourne office of this highly respected national financial services firm. This business is a long established, well regarded name in the market that houses an extremely impressive team of professionals dedicated to provision of quality comprehensive service to its enviable longstanding clientele.

The opportunity exists for an experienced financial advisor with his/her own book of clients to join the firm and service these clients under a truly impressive brand where you will be provided with dedicated Associate and Client Services support, resources, and a hybrid flexible work arrangement. You will be generously compensated and also enjoy an addition week of annual leave per year amongst other benefits.

The right candidate will have a background in the provision of quality financial advice to a private client book in keeping with the firm's commitment to provision of high end advice to HNW and Ultra HNW clients.

We are looking for:

Experience as a financial advisor providing comprehensive financial advice

Experienced in SMAs, Investments and provision of sophisticated advice to HNW clients

Believe in goals-based advice backed by sound financial strategies

Suitably qualified at degree level and meeting all FASEA requirements (essential)

Ability to work collaboratively with broader team and establish long lasting relationships with clients and team

Strong knowledge and experience in holistic financial planning, investments, superannuation, SMAs etc.

Exceptional relationship building skills

Sound communication, interpersonal and relationship building skills

4-5+ years in a financial planner role

A book of clients circa $1m is the required level to join this business

This is an exemplary opportunity a very respected advisory firm that will offer an exceptional workplace culture, cohesive and collaborative team environment, and long term career opportunity. You will be rewarded with not only a highly attractive remuneration package, but a hybrid work model and additional benefits.

Applications to be sent to Kim Eveleigh at [email protected] or for a confidential discussion, call Kim on 0405 990 045.