Trusted Wealth Advisor - Pre-Booked Meetings, Growth Path

Woods & Co

Melbourne

On-site

AUD 120,000 - 140,000

Full time

14 days+

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Benefits offered by this job

Back-office support

Pre-booked client meetings

Collaborative team environment

Career progression opportunities

Job summary

Woods & Co Recruitment partners with a Melbourne-based financial advisory and insurance specialist firm to recruit an experienced Financial Advisor. The role focuses on delivering tailored advice across superannuation, life insurance, and risk products with pre-booked meetings.

Join a supportive team that values client outcomes and offers genuine career progression. You will benefit from back-office support, ensuring you can focus on delivering high-quality advice to clients in Melbourne and

Qualifications

Proven experience providing financial advice to clients.
Strong communication skills with the ability to simplify complex information for clients.
Client-first mindset with high attention to detail.
Ability to work autonomously once meetings are handed to you.

Responsibilities

Deliver tailored financial advice across superannuation, life insurance, and risk products.
Attend pre-scheduled client meetings and provide expert recommendations.
Conduct in-depth analysis of clients' financial situations, goals, and investor profiles.
Build long-term client relationships based on trust and quality advice.
Keep up to date with product and market changes across the super and insurance space.