Financial Adviser

Elite Talent Solutions; Melbourne; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Above market salary

Equity pathway

Training & mentoring

Less admin

High performance culture

Office based

Job summary

Elite Talent Solutions partners with a growing Melbourne financial planning business to deliver holistic advice to high net worth clients, with intergenerational wealth transfer a growing focus. You’ll start alongside experienced advisers and gradually manage a book of clients with investable assets up to $15 million.

The role offers mentoring from senior advisers, a clear path to equity, training, and more client time with less admin thanks to technology, in a high-performance team environment.

Qualifications

• 3+ years in financial planning required.
• Experience with clients holding $3–$20 million in investable assets is advantageous.
• Degree qualified and registered on the ASIC Financial Advisers Register.
• Strong communication and relationship-building skills.
• Positive, team player with openness to new technology.

Responsibilities

• Manage and service a book of high net worth clients.
• Provide holistic advice with a focus on intergenerational wealth transfer.
• Work with families to help them build and protect a legacy.
• Run client meetings and build trust with clients at all levels of wealth.
• Ask the right questions, challenge clients where needed and stand behind your advice.
• Work closely with the advice team and pitch in where the business needs.

Skills

Financial planning

Client relationship management

Communication skills

Tech literacy

Education

Degree qualified

ASIC Financial Advisers Register

Job description

Elite Talent Solutions is partnering with a growing financial planning business in Melbourne's inner southern suburbs. With approximately 25 people in their team and revenue doubling in recent years, the business has invested heavily in technology and AI to take care of much of the admin, so Advisers spend more time with clients.

You will start alongside experienced Advisers, learning how the business delivers advice, before taking on your own book of clients range up to $15 million in investable assets.

The focus is on real conversations with clients and their families, with intergenerational wealth transfer a growing part of the advice.

What you'll do

• Manage and service a book of high net worth clients
• Provide holistic advice with a focus on intergenerational wealth transfer
• Work with families, both parents and children, to help them build and protect a legacy
• Run client meetings and build trust with clients at all levels of wealth
• Ask the right questions, challenge clients where needed and stand behind your advice
• Work closely with the advice team and pitch in where the business needs

What you'll bring

• 3+ years in financial planning (open at Associate or Senior Adviser level)
• Exposure to clients with $3m to $20m in investable assets is advantageous
• Degree qualified and current registration on the ASIC Financial Advisers Register
• Strong communication skills and ability to build long-term relationships
• A positive, can-do attitude and a real team player
• Open to new technology and new ways of working

What's on offer

• Above market salary based on your experience
• A clear pathway to equity for Advisers who prove themselves long term
• Training and mentoring from senior Advisers
• More client time, less admin
• A high performance, team-first culture that keeps evolving
• Office based