Description
Financial Adviser | Step Into a Warm Book + Drive Innovation & Growth
With a reputation for edgy, high-impact financial advice and a values-driven client experience, our expanding wealth firm is growing—and we’re ready to welcome an experienced, ethical, and innovative Financial Adviser to our powerhouse team.
This is a rare opportunity to step into a warm book of loyal clients, backed by a high-performance support crew, and thrive in an environment where autonomy, system efficiency, client relationships, and creative problem-solving are prized above all.
We’re not just looking for another adviser. We want a strategic thinker who’s hungry to make our systems smarter, our performance sharper, and our client experience second to none.
What’s in it for you?
$110,000 – $160,000 + super + performance bonus (based on experience & capability)
Leading REM structure – clear KPIs, transparent bonus model
Flexible working – hybrid options available
A boutique, high-energy firm with a thriving referral network
Full support from a 12+ person team of experienced paraplanners and CSOs
Dynamic organisational rhythm – targeted training, high-performance coaching
Autonomy to run your own race with the backing of a rock-solid team
Fast-track your career with mentorship, CPD support, and direct input into business strategy
What you’ll be doing
Delivering high-quality, holistic financial advice aligned to client goals
Managing and expanding an existing, loyal client base
Advising across superannuation, retirement, insurance, estate planning, and investments
Proactively strengthening long-term relationships with clients and referral partners
Driving new client acquisition through strategic networking, innovation, and lead conversion
Contributing to the continuous improvement of our tech stack, advice process, and internal systems
Maintaining full compliance while always putting the client first
What we’re looking for
Relevant qualifications (FASEA-approved degree or equivalent)
ASIC Authorised Representative (existing client base a bonus)
Minimum 2+ years’ experience as a Financial Adviser in Australia
A relationship builder with exceptional communication skills
Commercially savvy with a client-first mindset and sharp attention to detail
A self-starter who thrives in fast-paced, collaborative environments
Innovative thinking – you challenge the norm and seek ways to do things better
Ready to Build Something Bigger?
If you’re ready to step into a career-defining role where you’ll have ownership, innovation runway, and a warm book of high-trust clients, then this is your moment.
Apply now and help us shape the future of advice for ambitious Australians.
