Senior Financial Adviser & Associate Partner Wealth Growth

International Search Partners

Sunshine Coast Regional

Hybrid

AUD 120,000 - 180,000

Full time

3 days ago

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Job summary

International Search Partners – Sunshine Coast is seeking a Senior Financial Adviser / Associate Partner to lead trusted financial planning for affluent and SME clients. You will deliver tailored advice, manage client portfolios, and contribute to growth across the Sunshine Coast region.

The role offers flexibility to work from home, strong back-office support, and a generous remuneration structure with bonuses.

Qualifications

5+ years delivering comprehensive financial advice to affluent, SME and high net worth clients.
Ability to develop business from within a large internal referral network.
Extensive technical knowledge across all areas of financial advice including SMSFs.
Strong drive and growth mindset, able to work with local and offshore teams.
Strong communication, relationship and business development skills.
Competency in using technology, AI and Microsoft Office Suite.

Responsibilities

Manage existing client portfolio and new client referrals from established partners.
Engage in business development, growing relationships with new and existing clients.
Lead client meetings and develop technical strategy aligned with financial goals.
Assist in growing Wealth Management capabilities and mentoring team members.
Collaborate with Partners to drive enterprise initiatives and efficiencies.
Maintain strong technical knowledge and regulatory compliance.