Financial Adviser

Andersen Partnership; City of Melbourne; On-site; AUD 120,000 - 150,000; Full time

Job summary

Andersen Partnership partners with a premier wealth management practice in Melbourne CBD to recruit an exceptional Financial Adviser. You will own existing client relationships while actively cultivating referrals to expand your portfolio.

You will be supported by a team of specialists and staff, focusing on strategy, client satisfaction, and growth, with an emphasis on retirement planning and risk protection for retail clients.

Qualifications

• 3+ years' experience as a registered Financial Adviser in Australia.
• Experience delivering retail financial planning across investments, superannuation, and retirement planning.
• Strong communication and ethics with client-first compliance.

Responsibilities

• Retail wealth strategy: end-to-end advice across superannuation, investments, tax optimization, risk protection, retirement planning.
• Relationship leadership: lead adviser for retail clients with high retention and service standards.
• Business expansion: identify opportunities and cultivate referral channels to grow the portfolio.
• Technical excellence: craft compliant strategies aligned with client goals and regulations.

Skills

Retail financial planning

Client relationship management

Regulatory compliance

Growth mindset

Job description

Financial Adviser | Retail Advice Specialist

Location: Melbourne CBD

The Practice:

We are partnering with a premier, growth-focused wealth management practice in the Melbourne CBD to recruit an exceptional Financial Adviser. Recognized for their disciplined advice process and high-touch client engagement, this practice has built a strong reputation across Victoria for delivering accessible, high-quality financial strategies.

The Opportunity:

This role is designed for an experienced adviser who thrives in the retail financial planning space and wants to play an active role in a firm's expansion. You will take ownership of existing client relationships while actively cultivating new referral networks to expand your portfolio.
You'll be supported by a dedicated team of technical specialists and administrative staff, allowing you to focus on strategy, client satisfaction, and strategic growth.

Key Responsibilities:

• Retail Wealth Strategy: Deliver end-to-end advice across superannuation, SMSFs, personal investment portfolios, tax optimization, risk protection, and retirement planning.


• Relationship Leadership: Serve as the trusted lead adviser for retail clients, maintaining exceptional retention, trust, and service standards.


• Business Expansion: Identify new client opportunities, cultivate professional referral channels (accounting/legal partners), and contribute to the firm's overall growth footprint.


• Technical Excellence: Craft tailored, compliant strategies that align with client financial goals and current regulatory frameworks.

What You'll Bring:

• Experience: 3+ years' operating as a registered Financial Adviser in Australia, with demonstrated success managing retail client accounts.


• Technical Mastery: Deep knowledge across superannuation, personal insurance, wealth accumulation, and retirement planning strategies.


• Growth Mindset: Proven ability to build professional networks, convert warm leads, and drive strategic client acquisition.


• Communication & Ethics: Superior stakeholder management skills with an unwavering commitment to client-first compliance and professional integrity.