Client-Focused Financial Advisor | Hybrid Work & Growth

BG Private; City of Melbourne; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Parental leave

Wellness leave

Hybrid work arrangements

BG Skills Academy

Postgraduate study support

Wellbeing programs

Social events

Gym discounts

Parking

Access to partners

Job summary

BG Private, a leading Australian Accounting, Audit and Advisory firm, seeks a dedicated Financial Advisor to deliver ethical, compliant financial guidance and customised plans to diverse clients. You will assess client needs, propose suitable strategies, and nurture lasting relationships while working in a hybrid environment.

The role emphasizes high ethical standards, strong regulatory knowledge, and collaborative teamwork within a growing advisory practice.

Qualifications

• Tertiary degree in finance, financial planning, business or related field.
• RG146, CFP or recognized financial planning qualification.
• 3–5 years’ proven industry experience as a Financial Advisor.
• Strong knowledge of financial products, investment strategies, and regulatory requirements.
• Excellent interpersonal, written, and verbal communication skills.
• High ethical standards and a client-first mindset.
• Exceptional time management and prioritisation.

Responsibilities

• Provide ethical, compliant, and comprehensive financial advice tailored to individual client needs.
• Perform thorough financial assessments to understand clients’ goals and risk tolerance.
• Develop customised financial plans and recommend suitable products.
• Build and maintain long-term client relationships with proactive communication.

Skills

Financial planning

Regulatory compliance

Client communication

Time management

Team collaboration

XPLAN

Attention to detail

Ethical standards

Presentation

Financial products knowledge

Education

Finance/Business degree

Tools

XPLAN

Job description

BG Private, a leading Australian Accounting, Audit and Advisory firm, seeks a dedicated Financial Advisor to deliver ethical, compliant financial guidance and customised plans to diverse clients. You will assess client needs, propose suitable strategies, and nurture lasting relationships while working in a hybrid environment.

The role emphasizes high ethical standards, strong regulatory knowledge, and collaborative teamwork within a growing advisory practice.