Strategic Financial Adviser — Hybrid Role, Equity Eligible

First Financial; Melbourne; Hybrid; AUD 110,000 - 160,000; Full time

Benefits offered by this job

Hybrid work

Equity opportunities

Bonus potential

Job summary

First Financial in Melbourne is seeking an experienced Financial Adviser to service a high-quality portfolio of existing clients, including high-income families, pre-retirees, and business owners. You will work with Associate Adviser, Paraplanners, and Client Services to deliver strategic financial advice across investments, superannuation, retirement planning, and risk management.

Based in our Collins Street office, this role offers a competitive remuneration package with an uncapped bonus,

Qualifications

• 3+ years of experience in a financial advisory role.
• Proven ability to deliver high-quality personal advice to a diverse client base.
• Degree in Business, Economics, Finance or Commerce, or a Graduate Diploma of Financial Planning.
• Strong technical knowledge of investments, retirement planning and superannuation.
• Proficiency with Xplan and MS Office tools.

Responsibilities

• Deliver strategic, client-focused financial advice tailored to goals and circumstances.
• Build and deepen trusted relationships with existing clients.
• Collaborate with Associate Adviser, Paraplanners and Client Services to support research and implementation.
• Maintain high standards of advice quality, compliance and professional conduct.
• Contribute to growth by leveraging partnerships and referral networks.

Skills

Investments planning

Retirement planning

Superannuation

Client relationship mgmt

Xplan

MS Office

Education

Business/Economics/Finance/Commerce degree

Graduate Diploma of Financial Planning

Tools

Xplan

MS Word/Excel/Outlook

Job description

First Financial in Melbourne is seeking an experienced Financial Adviser to service a high-quality portfolio of existing clients, including high-income families, pre-retirees, and business owners. You will work with Associate Adviser, Paraplanners, and Client Services to deliver strategic financial advice across investments, superannuation, retirement planning, and risk management.

Based in our Collins Street office, this role offers a competitive remuneration package with an uncapped bonus,