Own & Grow an Established Client Portfolio

Advice2talent; Wodonga; On-site; AUD 90,000 - 130,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relations

Relationship building

Financial advice

Portfolio management

Job description

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.