Senior Financial Adviser - Investment & Wealth Management

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

Apply via the portal or send your CV to Sean - *********************************** Apply Now