Financial Advisor

Tribeca Financial Pty

Melbourne

Presencial

AUD 85.000 - 140.000

Jornada completa

Hace 3 días
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Ventajas ofrecidas por este puesto de trabajo

4‑day work week
Uncapped bonuses
Growth platform
Comprehensive support
Career pathways

Descripción de la vacante

Tribeca Financial Pty in Melbourne is hiring three financial advisers for Q2 & Q3 FY27. This high-impact role focuses on new business, guiding clients through a high-quality advice experience and building long-term relationships that accelerate growth.

Join a values-led, scaling business with leadership support, a four-day work week, and pathways into leadership or partnerships. If you’re an experienced adviser with the right qualifications, we want to talk to you and help you advance your

Formación

  • 5–10 years' experience as a financial adviser with relevant industry qualifications.

Responsabilidades

  • Convert qualified opportunities into long-term client relationships.
  • Lead Discovery and Strategy Appointments to uncover goals and needs.
  • Own and build momentum in your pipeline and focus on growth.
  • Deliver strategic, high-quality financial advice reflecting client outcomes.
  • Contribute to Tribeca's growth with a high-performance and collaborative approach.

Conocimientos

Relationship building
Commercial acumen
Communication clarity
Client-focused

Educación

Industry qualifications for advisers

Descripción del empleo

We're hiring three financial advisers to join Tribeca in Q2 & Q3 FY27, and more in the second half of the year. If you're in the industry and you're good at what you do, we want to talk to you. Are you an experienced adviser ready to join a business with real momentum?

  • Work a 4-day work week – because we believe sustained high performance is built on balance, energy and focus.
  • Attractive earning potential – with competitive salary, performance incentives and uncapped cash bonuses that reward results.
  • A platform built for growth – join a scaling business with strong leadership, growing market presence and real opportunity to make your mark.
  • Comprehensive support – access to Board, Leadership and Compliance teams, plus dedicated structures that support advice quality and adviser success.
  • Pathways beyond the role – opportunities to progress into leadership, specialist advice areas, or our Partnership Program as your career evolves.
About the role

This is a high-impact role with a strong new business focus. You'll lead conversations with prospective clients, understand their goals quickly, build trust early and guide them through a high-quality advice experience. We're looking for advisers who can convert opportunity into long-term client relationships and help accelerate Tribeca's next stage of growth.

You will:
  • Convert qualified opportunities into long-term client relationships through trust, commercial acumen and a high-quality advice experience
  • Lead Discovery and Strategy Appointments that uncover client goals, identify needs, and position tailored financial strategies with confidence
  • Own and build momentum in your pipeline, maintaining a strong focus on conversion, client experience and growth outcomes
  • Deliver strategic, high-quality financial advice that reflects both technical excellence and genuine care for client outcomes
  • Contribute to the continued growth of Tribeca by bringing a high-performance mindset, strong judgement and collaborative approach to the wider team.
About you

You have 5–10 years' experience as a financial adviser, hold the relevant industry qualifications, and care about delivering advice well. You're likely someone who:

  • Builds rapport quickly and communicates with clarity and confidence
  • Is commercially curious and energised by business growth
  • Holds yourself to high standards in advice quality and professional conduct
  • Wants to be part of a scaling business — to contribute meaningfully, with ambition and a team behind them.

Tribeca was built on a simple belief: that the right financial advice, delivered by people who genuinely care, changes lives. We're a values-led business with serious commercial ambition. Growing fast, backed by strong leadership, and committed to advice that helps our clients live their Good Life.

About our ‘Tribe’

We call ourselves the Tribeca Tribe. Consisting of capable, values-driven professionals who care about doing great work, we value accountability, ambition, collaboration and continuous improvement. This is a team for advisers who hold high standards for themselves, want to be surrounded by good people and are motivated by the opportunity to perform and contribute. We hire for character, capability and the drive to keep getting better.

Join our Tribe

Three roles. Real opportunity. A business that's building something worth joining.

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