Financial Advisor

Advice2talent; Wodonga; In loco; AUD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Advice2Talent in Wodonga is seeking an experienced Financial Adviser to join a well-established regional practice. You will step into an existing portfolio of about 150 clients, with recurring revenue and the backing of an experienced advice, paraplanning and client service team.

This role offers ownership of the client relationships, the opportunity to deliver high‑quality, compliant advice and ongoing reviews, and to grow the portfolio as the practice continues to expand.

Competenze

• Experienced Financial Adviser with established client relationships.
• Ability to deliver compliant financial advice with client reviews.
• Strong communication and interpersonal skills.
• Proven track record of growing client portfolios.

Mansioni

• Manage and develop an established portfolio of ~150 clients.
• Deliver high-quality, compliant financial advice and ongoing client reviews.
• Build trusted, long-term relationships with clients.
• Identify opportunities to deepen existing relationships and grow the portfolio.
• Collaborate with Head of Advice and Senior Adviser.
• Coordinate with paraplanning and client service teams.
• Contribute to an exceptional client experience and practice growth.

Conoscenze

Client relations

Relationship building

Financial advice

Portfolio management

Descrizione del lavoro

Step into an established client portfolio and make an immediate impact.

Advice2Talent is partnering with a well-established and growing regional financial advice practice in Wodonga to appoint an experienced Financial Adviser.

This is not a role where you’ll be starting from scratch. You’ll step into an established portfolio of approximately 150 clients, with recurring revenue already in place and the support of an experienced advice, paraplanning and client service team.

It’s an opportunity to take ownership of an existing client base, build strong long-term relationships and play an important role in the continued growth of the practice.

The Opportunity:

As Financial Adviser, you will be responsible for:

• Managing and developing an established portfolio of approximately 150 clients
• Delivering high-quality, compliant financial advice and ongoing client reviews
• Building trusted, long-term relationships with clients
• Identifying opportunities to deepen existing relationships and grow the portfolio
• Working closely with the Head of Advice and Senior Adviser
• Collaborating with experienced paraplanning and client service teams
• Contributing to an exceptional client experience and the continued growth of the practice

Who We’re Looking For:

We’re looking for an experienced, client-focused Financial Adviser who enjoys building genuine relationships and delivering quality advice.

This opportunity would suit an Adviser who is ready for greater ownership of an established client portfolio and wants to build a long-term career within a supportive and growing practice. You’ll have the benefit of an established client base from day one, while still having the opportunity to grow the portfolio, strengthen client relationships and make your mark on the business.

• Client Portfolio: Approximately 150 established clients
• Support: Experienced advice, paraplanning and client service teams
• Opportunity: Service and grow an established recurring revenue portfolio