Financial Adviser

Integrate Recruitment; Melbourne; Hybrid; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Award-winning culture

Hybrid flexibility

Career development

Beautiful offices

Wellbeing support

Collaborative environment

Great team culture

Discounted financial services

Job summary

Integrate Recruitment is partnering with an award-winning multidisciplinary financial services firm to recruit a Financial Adviser for its Private Wealth team in Melbourne. You will deliver holistic advice, build lasting client relationships and work across wealth, accounting, advisory and lending to provide integrated financial solutions.

You'll join a collaborative, supportive culture recognised as a Great Place to Work for 2026–2027 with opportunities for professional development and flexible

Qualifications

• Experience providing holistic financial advice.
• Strong knowledge across investments, superannuation, retirement and wealth management.
• Excellent communication and relationship-building skills.
• Confidence in developing and presenting financial strategies.
• Collaborative approach and genuine commitment to achieving great client outcomes.

Responsibilities

• Delivering holistic financial advice across investments, superannuation, retirement planning, wealth creation and personal insurance.
• Building and maintaining strong, trusted client relationships.
• Conducting client meetings, reviews and ongoing strategic discussions.
• Developing and presenting tailored financial strategies.
• Collaborating with specialists across wealth, accounting, business advisory and lending.
• Overseeing the preparation and implementation of Statements of Advice.
• Maintaining high standards of compliance and client service.

Skills

Communication

Relationship building

Strategic presentation

Collaborative approach

Education

Financial planning qualifications

Job description

Looking for a Financial Adviser role where you can focus on great advice, build meaningful client relationships and be part of a genuinely supportive team?

We're partnering with an award-winning, multidisciplinary financial services firm that is looking for an experienced Financial Adviser to join its established Private Wealth team.

With nearly 100 professionals across wealth management, accounting, business advisory and lending, this is an opportunity to work in a collaborative environment where delivering exceptional client outcomes is at the heart of everything they do.

Recognised as a Great Place to Work for 2026–2027, this business offers the professional development, flexibility and culture that make a real difference to your career.

The Opportunity

As a Financial Adviser, you'll provide comprehensive, holistic financial advice while developing long-term relationships with clients.

Unlike a traditional advice environment, you'll have the opportunity to work alongside experienced professionals across multiple financial disciplines, providing clients with a truly integrated approach to their financial affairs.

Your responsibilities will include:

• Delivering holistic financial advice across investments, superannuation, retirement planning, wealth creation and personal insurance.
• Building and maintaining strong, trusted client relationships.
• Conducting client meetings, reviews and ongoing strategic discussions.
• Developing and presenting tailored financial strategies.
• Collaborating with specialists across wealth, accounting, business advisory and lending.
• Overseeing the preparation and implementation of Statements of Advice.
• Maintaining high standards of compliance and client service.

About You

We're looking for an experienced Financial Adviser who genuinely enjoys working with clients and wants to be part of a progressive, people-focused business.

Ideally, you'll bring:

• Experience providing holistic financial advice.
• Strong technical knowledge across investments, superannuation, retirement and wealth management.
• Excellent communication and relationship-building skills.
• Confidence in developing and presenting financial strategies.
• A collaborative approach and a genuine commitment to achieving great client outcomes.
• Relevant financial planning qualifications and the ability to meet current regulatory requirements.

Why You'll Love Working Here

This isn't just another Financial Adviser opportunity. The business has invested heavily in creating an environment where its people can thrive, both professionally and personally.

Some of the benefits include:

• Award-winning culture: Great Place to Work Certified for 2026–2027.
• Hybrid flexibility: Enjoy a healthy balance between work and life.
• Career development: Structured mentoring, career coaching and support for further study.
• Beautiful offices: Modern, purpose-built workspaces featuring rooftop gardens, city views and even an onsite cinema.
• Wellbeing support: Employee Assistance Program, fitness initiatives and community leave.
• Collaborative environment: Work alongside specialists across multiple financial disciplines.
• Great team culture: Regular social events, celebrations and employee recognition.
• Additional perks: Access to discounted financial services and other employee benefits.