Senior Financial Advisor - Grow Your Client Book with Flex

Ashfords; Greater Dandenong; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible work arrangements

Competitive salary with incentives

Investment in professional development

Collaborative culture

Wellbeing initiatives

Job summary

Ashfords is Melbourne’s South East’s largest independently owned multidisciplinary firm, seeking a Senior Financial Adviser to grow a significant client book and develop strategic relationships. You’ll leverage an established referral network and a supportive, well-resourced environment to drive long-term client outcomes.

Applicants with an existing client base are encouraged to apply, with opportunities to transition and lead within a collaborative Wealth division.

Qualifications

• Experience meeting Financial Adviser Standards and regulatory requirements.
• Proven ability to generate new business opportunities and grow a client book.
• Entrepreneurial mindset with relationship-based growth.

Responsibilities

• Proactively grow a high-quality client portfolio through networking and referrals.
• Identify and convert opportunities from prospective clients and referral partners.
• Deliver holistic financial advice and build long-term client relationships.

Skills

New business development

Relationship management

Financial planning

High-net-worth client servicing

Job description

Ashfords is Melbourne’s South East’s largest independently owned multidisciplinary firm, seeking a Senior Financial Adviser to grow a significant client book and develop strategic relationships. You’ll leverage an established referral network and a supportive, well-resourced environment to drive long-term client outcomes.

Applicants with an existing client base are encouraged to apply, with opportunities to transition and lead within a collaborative Wealth division.