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Andersen Partnership
Senior Financial Adviser - Investment & Wealth ManagementAndersen Partnership • Melbourne, AU
Senior Financial Adviser - Investment & Wealth Management

Senior Financial Adviser - Investment & Wealth Management

Andersen Partnership • Melbourne, AU
8 days ago
Job description

Senior Financial Adviser - Investment & Wealth Management

About the Opportunity

An established Melbourne wealth management firm is looking for a Senior Financial Adviser who backs their own technical investment knowledge with real commercial drive. This is an investment-led, growth-focused advice role for someone who wants to build a client base on their own terms, not simply service one they've inherited.

What You'll Do

  • Identify, develop and convert new client opportunities
  • Build referral networks and professional relationships that generate new business
  • Manage and grow long-term relationships with HNW and sophisticated private clients
  • Deliver strategic advice across investments, portfolio construction, asset allocation and wealth creation
  • Advise across equities, managed investments, ETFs, fixed income and diversified portfolios
  • Work alongside internal investment and research specialists on sophisticated client strategies
  • Provide broader advice across superannuation, SMSFs, retirement and wealth structuring where relevant
  • Represent the business in market and contribute to its ongoing growth

About You

  • Experienced Financial Adviser, Wealth Adviser with a strong investment background
  • A demonstrated record of originating opportunities and winning new clients, not just servicing an existing book
  • Strong understanding of markets, portfolio construction and asset allocation
  • A confident networker with commercial instincts and an established professional network
  • A skilled relationship-builder, able to earn trust with clients and referral partners alike

What's on Offer

  • A senior role combining investment advice, client relationships and genuine business development
  • The backing of an established wealth management platform, with in-house investment and research expertise
  • Real autonomy to build your own client base and establish your name in the market
  • Strong internal resources so your time goes into advice and growth, not administration

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Senior Financial Adviser - Investment & Wealth Management • Melbourne, AU

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