Wealth Management Advisor

Koda Capital; City of Melbourne; On-site; AUD 150,000 - 190,000; Full time

Benefits offered by this job

Learning & development plan

Mentorship from experienced advisers

Generous leave provisions

Koda Day

Social events and activities

Equity participation opportunity

Phone and Wi‑Fi allowance

Volunteer days

Allies Program & Endowment involvement

Elephants discussion at interview

Job summary

Koda Capital in Melbourne is seeking an experienced Adviser to deepen long‑term client relationships and provide genuinely independent, sophisticated wealth management advice to successful individuals and families.

You will work with a selective client base, collaborate with our Investment and Philanthropy teams, and contribute to building a broader client franchise within a collegiate, growth‑minded culture that values autonomy and shared ownership.

Qualifications

• Qualified Adviser with solid experience serving affluent or high‑net‑worth clients.
• Strong technical foundations and commercial judgement.

Responsibilities

• Develop and deepen trusted, long‑term client relationships.
• Deliver genuinely independent, sophisticated and tailored wealth management advice.
• Work with a smaller number of clients, enabling greater depth on each relationship.
• Build your client franchise with support from Koda’s network and senior Advisers.
• Collaborate with Investment and Philanthropy & Social Capital teams.
• Broaden capability across complex wealth, investments, intergenerational and philanthropic advice.
• Operate in a structured, team‑based advice model to give Advisers more time with clients.

Skills

Relationship building

Independent advice

Wealth management

Client onboarding

Team collaboration

Tools

CRM systems

Portfolio tools

Job description

Are you managing a large client book that leaves little time to truly know your clients?

Do you feel measured by the number of clients you service rather than the depth, quality and impact of the advice you provide?

You may already be a highly capable Adviser, but working in a model that rewards volume rather than deeper relationships, professional growth and more sophisticated advice.

At Koda, we believe exceptional advice comes from taking the time to understand clients deeply, applying thoughtful strategy and working alongside great people.

We’re looking for an experienced Adviser to join our growing team and work with successful individuals, families, family offices, not-for-profits and foundations who value long‑term relationships and high‑quality, genuinely independent advice.

You don’t need to arrive with an established book of ultra‑high‑net‑worth clients. What matters is that you are already a strong Adviser with the judgement, curiosity and relationship skills to operate in a more sophisticated advice environment and the ambition to keep developing.

As a Koda Adviser, you will:

• Develop and deepen trusted, long‑term client relationships.
• Deliver genuinely independent, sophisticated and tailored wealth management advice.
• Work with a smaller number of clients, allowing greater focus on the quality and depth of each relationship.
• Build your own client franchise over time, supported by Koda’s reputation, network, senior Advisers and broader capabilities.
• Work alongside some of Australia’s leading private wealth Advisers and investment professionals.
• Collaborate closely with our Investment team and our Philanthropy and Social Capital team.
• Broaden your capability across complex wealth, investment, intergenerational and philanthropic advice.
• Work within a structured, team‑based advice model designed to give Advisers more time with clients and less time managing administration.
• Respond to technical client queries, address portfolio strategy questions and support high‑quality client review discussions.
• Contribute to the development of Associates, Senior Associates and emerging Advisers as your own leadership capability grows.

About You:

• You are a qualified Adviser with solid experience, ideally working with affluent or high‑net‑worth clients, and you enjoy building trusted, long‑term relationships.
• You bring strong technical foundations, good commercial judgement and the confidence to work with complex clients and situations.
• You take a thoughtful and organised approach to advice delivery, technology, workflows and quality standards.
• You genuinely care about delivering great client outcomes and enjoy contributing as part of a team.
• You are curious, open to feedback and motivated to keep developing in a high‑performing professional environment.

Koda is a place for people who want to make a meaningful impact on clients, on each other and on the community. We bring together ambitious self‑starters who thrive with autonomy, work collaboratively and take pride in shared ownership.

At Koda, you are trusted, supported and empowered to shape your career in a firm that embraces its culture, independence, purpose and the outcomes we deliver for clients.

We are deliberately collegiate. Our Advisers share ideas, experience, expertise and opportunities, rather than operating as individual books of business.

You will work alongside experienced Advisers and specialists who can help you broaden your capability and operate with increasingly sophisticated clients, while also bringing your own experience and perspective to the team.

Our independence is fundamental to how we operate. With no product ownership or institutional alignment, our advice starts with the client (their objectives, circumstances and priorities) rather than a product, platform or house view.

At Koda, you are trusted, supported and empowered to shape your career in a firm that values autonomy, shared ownership and continuous development. Our workplace culture is founded on three simple but non‑negotiable values: quality, courage and integrity. They guide how we work with our clients, each other and our communities, and they inform the way we select our people.

Koda has pioneered a distinctively different approach to wealth management by putting client interests first. We believe the best Advisers should have the time, support and freedom to build genuinely deep client relationships and deliver advice they are proud of.

And there’s more…………

• A learning and development plan tailored to your career ambitions and pathway
• The opportunity to learn from some of Australia’s most experienced private wealth professionals
• Generous leave provisions
• Annual Koda Day
• Inclusive and enjoyable social events and activities
• An opportunity to earn into equity and participate in the future success of the firm as a business owner
• Monthly mobile phone and wi‑fi allowance
• Two paid volunteer days to give back to your community
• Opportunities to participate in Koda’s Allies Program and Koda’s Endowment, enabling Koda team members to connect with and support the communities around us
• And lots of elephants.......we can explain at your interview