Senior Financial Advisor — Succession Path & Client Impact

Fortuna Advisory Group; Perth; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive remuneration package

Career progression

Professional development

Job summary

Grove Securities, part of the Fortuna Advisory Group, is seeking an experienced Financial Adviser in our West Perth office. You will deliver tailored financial advice to individuals, families, and entities such as trusts and SMSFs, building lasting client relationships.

Key responsibilities include retirement planning, wealth management, tax and estate planning, and mentoring junior advisers. A strong ethical mindset and regulatory compliance are essential to success.

Qualifications

• Experience in financial planning or advisory roles.
• Bachelor’s degree in Finance or related field.
• SMSF knowledge and industry designations are highly regarded.

Responsibilities

• Provide tailored financial advice to individuals, families, and business entities including trusts and SMSFs.
• Develop and implement retirement, wealth, tax, and estate planning strategies.
• Manage and nurture long-term client relationships with consistent communication and service excellence.
• Lead and mentor junior advisers and support staff; uphold compliance and ethical standards.

Skills

Client Advisory

Relationship Mgmt

Team Leadership

Financial Planning

SMSF Knowledge

Education

Bachelor's degree in Finance

SMSF Association membership

SMSF Specialist Adviser designation

Tools

Financial planning software

Microsoft Office

Job description

Grove Securities, part of the Fortuna Advisory Group, is seeking an experienced Financial Adviser in our West Perth office. You will deliver tailored financial advice to individuals, families, and entities such as trusts and SMSFs, building lasting client relationships.

Key responsibilities include retirement planning, wealth management, tax and estate planning, and mentoring junior advisers. A strong ethical mindset and regulatory compliance are essential to success.