Private Client Advisor- Equity Potential

FS Recruitment Solutions; City of Melbourne; On-site; AUD 120,000 - 180,000; Full time

Job summary

FS Recruitment Solutions is seeking a Private Client Advisor in Victoria to provide holistic financial advice to a diverse client base, including professionals, business owners and high-net-worth individuals. You will join a well-established practice with a strong referral network and an existing portfolio to inherit, plus a clear pathway to equity ownership within 12-18 months for the right candidate.

You will collaborate with Associate Advisers and Paraplanners to deliver quality advice and

Qualifications

• Minimum of 3 years' experience providing holistic financial advice.
• Satisfaction of FASEA education requirements.
• Strong technical and strategic advice knowledge.
• Commitment to compliance, due diligence and best-interest advice.
• Outstanding communication and relationship-building skills.
• Proven ability to convert, retain and grow client relationships.
• Collaborative approach and genuine desire to contribute to a growing business.

Responsibilities

• Provide holistic financial advice to a diverse client base across wealth creation, retirement planning, superannuation and insurance.
• Build and grow the adviser book by converting referrals and serving existing clients.
• Collaborate with team members to deliver quality advice and sustain compliance.

Skills

Holistic financial advice

Client relationship-building

Communication skills

Compliance and due diligence

Business development

Education

FASEA education requirements

Job description

Private Client Advisor- Equity Potential

This is a rare opportunity for an experienced Financial Adviser to join a well-established and highly regarded advice business with a strong referral partnership, a loyal client base and a genuine pathway to equity ownership.

Working closely with a successful accounting firm, you will benefit from a combination of existing clients, warm referral opportunities and ongoing introductions through a long-standing and highly productive referral relationship. With a steady flow of new business and a portfolio to inherit from an Adviser transitioning toward retirement, you will be well positioned to build long-term relationships and grow your client base from day one.

Providing holistic financial advice across wealth creation, retirement planning, superannuation, personal insurance, taxation strategies, estate planning and SMSFs, you will work with a diverse client base that includes professionals, business owners, retirees and high-net-worth individuals.

This is a business that genuinely invests in its people. You will be supported by an experienced team of Associate Advisers, Paraplanners and Client Services professionals, allowing you to focus on what you do best: building relationships, delivering quality advice and growing your book.

Strong and established referral partnership with a successful accounting firm

Existing client portfolio to inherit, alongside ongoing new client referrals

Highly respected business with an excellent reputation and loyal client base

Dedicated support from Associate Advisers, Paraplanners and Client Services professionals

Collaborative team culture with approachable leadership

Equity opportunity of 10-20% available within 12-18 months for the right candidate

The successful candidate will have:

A minimum of 3 years' experience providing holistic financial advice

Satisfaction of FASEA education requirements

Strong technical and strategic advice knowledge

Commitment to compliance, due diligence and best-interest advice

Outstanding communication and relationship-building skills

A proven ability to convert, retain and grow client relationships

A collaborative approach and genuine desire to contribute to a growing business

This opportunity will suit an Adviser who enjoys both servicing existing clients and converting quality referral opportunities into long-term relationships. If you are looking for a business with strong support, consistent client flow and a genuine pathway to ownership, this role offers a compelling next step.