Senior Wealth Advisor — Grow Your Client Book

Ashfords Accountants & Advisory Pty Ltd; Melbourne; On-site; AUD 120,000 - 160,000; Full time

Benefits offered by this job

Flexible work arrangements

Competitive salary + incentives

Professional development

Collaborative culture

Regular social events

Impactful work

Job summary

Ashfords Accountants & Advisory Pty Ltd is seeking a Senior Financial Adviser with a strong commercial focus to generate new business and grow a significant client book within a collaborative, well-resourced wealth division in Melbourne.

You will build strategic networks, deliver holistic, goals-based financial advice to high-net-worth clients, and mentor junior staff while contributing to continuous improvement.

Qualifications

• Licensed Financial Adviser meeting all Financial Adviser Standards and regulatory requirements.
• Proven track record of generating new business and growing a client book.
• Commercially minded, entrepreneurial and growth-focused through relationships.
• Able to identify opportunities, convert prospects and create long-term value.
• Exceptional relationship management, communication and influencing skills.
• Experience with high-net-worth individuals, business owners and complex client structures is highly regarded.

Responsibilities

• Proactively build and grow a high-quality client portfolio through business development, professional networking, referral generation and strategic relationship management.
• Identify, cultivate and convert opportunities from prospective clients, centres of influence, and professional referral partners.
• Deliver holistic, goals-based financial advice to existing and prospective clients, building trusted long-term relationships and exceptional client outcomes.
• Develop and implement tailored wealth creation, investment, superannuation, retirement and intergenerational wealth strategies.
• Leverage and strengthen relationships across the firm's Accounting & Tax, Lending and Business Advisory divisions to maximise referral opportunities and deliver integrated client solutions.
• Maintain an active presence within professional and community networks, representing Ashfords and enhancing the profile of the Wealth division.
• Contribute to the continued growth of the Wealth business through client acquisition initiatives, strategic opportunities and market engagement activities.
• Mentor and support junior team members while contributing to continuous improvement initiatives across the Wealth division.

Skills

Relationship management

Business development

Communication skills

Entrepreneurial mindset

Networking

Regulatory compliance

Job description

Ashfords Accountants & Advisory Pty Ltd is seeking a Senior Financial Adviser with a strong commercial focus to generate new business and grow a significant client book within a collaborative, well-resourced wealth division in Melbourne.

You will build strategic networks, deliver holistic, goals-based financial advice to high-net-worth clients, and mentor junior staff while contributing to continuous improvement.