Senior Financial Adviser | $150K + Super | Lead & Grow a High-Quality Client Base
Our client, a well-established and highly respected financial services firm, is seeking a Senior Financial Adviser to drive growth and provide top-tier advice to their expanding client base. This role offers an exceptional opportunity to tap into a well-developed network of accounting clients, build strong relationships, and convert high-quality referrals into long-term financial planning clients.
Why This Role?
* Warm client leads from an established accounting practice – no need for networking events only if you want to.
* High earning potential with a generous salary of $150K + Super + Bonuses.
* Autonomy & leadership – drive the financial advice function and shape the firm’s growth strategy.
* Supportive environment – work within a firm that values collaboration between accountants and advisers.
Your Role & Responsibilities
* Develop and manage relationships with clients referred from the accounting side of the business.
* Provide strategic financial advice across wealth creation, investment management, superannuation, tax minimisation, estate planning, and risk management.
* Convert inbound referrals into engaged financial planning clients.
* Work closely with accountants to identify client needs and proactively offer tailored financial solutions.
* Deliver high-quality advice that meets regulatory standards and client objectives.
* Drive business growth through exceptional client service and relationship management.
What You Bring
* Minimum 10+ years’ experience as a Financial Adviser.
* Relevant qualifications (Advanced Diploma of Financial Planning, FASEA-approved degree).
* Proven ability to convert leads and build strong client relationships.
* A passion for working alongside accountants to offer holistic financial solutions.
* Strong technical knowledge in wealth management, superannuation, and investments.
* Exceptional communication and interpersonal skills.
What’s in It for You?
* Uncapped earnings potential – salary + bonus structure.
* Warm leads from an engaged client base – hit the ground running!
* Work in a collaborative, professional environment in Hawthorn, VIC .
* Career progression opportunities in a growing firm.
* Flexible working arrangements available.
Apply Now
This is a rare opportunity for an experienced adviser to step into a firm that values collaboration between accountants and financial planners while offering significant earning potential .
If you’re ready to take your career to the next level, apply now or contact Carolina Castillo for a confidential discussion.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Strategy/Planning
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