Senior Financial Advisor — Build Lasting Client Wealth

Davies Stewart

Adelaide

On-site

AUD 95,000 - 130,000

Full time

4 days ago

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Benefits offered by this job

5 weeks annual leave

Birthday leave

$1,500 wellbeing and lifestyle benefit

Job summary

Davies Stewart is seeking a Senior Financial Advisor to join their Morphett Vale office in South Australia. You will provide tailored financial advice, develop comprehensive plans, and support clients with investments, superannuation, insurance, and retirement strategies.

The role includes dedicated paraplanning and admin support to focus on client relationships. You will collaborate with internal teams to deliver integrated financial solutions while ensuring compliance with current regulations

Qualifications

Full qualification and ASIC-compliant status as a Financial Adviser.
Minimum 3 years of experience providing holistic financial advice to retail clients.
Proven track record of building strong client relationships and delivering tailored advice.
Australian citizenship or permanent residency.

Responsibilities

Develop and manage comprehensive financial plans, covering investments, superannuation, insurance, and retirement planning.
Build and maintain strong, long-term client relationships through regular communication and annual review meetings.
Collaborate with internal Accounting, Tax, Lending, and Business Advisory teams to deliver seamless, integrated solutions.
Stay up to date with legislation, regulations, and industry best practices to ensure compliant advice.