Independent Investment Advisor - Commission-Only

Balfour Capital Group; Australia; Remote; AUD 120,000 - 350,000; Full time

Job summary

Balfour Capital Group is expanding its independent advisor network and seeks experienced financial sales professionals to join as Independent Investment Advisors. This engagement is commission-only, with autonomy over schedule, model, and client engagement, supported by Balfour's platform.

Advisors operate as independent contractors with access to a broad product suite and senior management guidance, aiming to deepen and grow advisory practices while complying with regulatory obligations in

Qualifications

• Established track record with HNW or institutional clients.
• Minimum of five years of relevant experience in HNW advisory, wealth management, private banking, or institutional sales.
• Demonstrated understanding of regulatory obligations in your home jurisdiction.
• Consultative, client-first approach with strong commercial instincts and independence.

Responsibilities

• Identify, engage, and onboard high-net-worth and institutional clients across target markets.
• Leverage the firm's product suite to address client objectives and grow advisory practice.
• Collaborate with investment team to develop tailored strategies and client proposals.
• Maintain regulatory documentation (KYC, AML) in line with standards.
• Stay informed on macro developments and regulatory requirements in home jurisdiction.

Skills

Established client relationships

Independent business development

Client-first mindset

Regulatory awareness

Job description

Balfour Capital Group is expanding its independent advisor network and seeks experienced financial sales professionals to join as Independent Investment Advisors. This engagement is commission-only, with autonomy over schedule, model, and client engagement, supported by Balfour's platform.

Advisors operate as independent contractors with access to a broad product suite and senior management guidance, aiming to deepen and grow advisory practices while complying with regulatory obligations in