The opportunity
The private wealth division of an ASX-listed group is expanding its Melbourne advice team and seeking an experienced Senior Financial Advisor. You will service warm, qualified leads from an established referral engine while nurturing your own client relationships, backed by the scale and brand of a major institution.
What you’ll do
- Provide strategic, holistic advice to affluent and pre-retiree clients across Victoria.
- Convert warm leads from internal referral channels into long-term advice relationships.
- Build tailored strategies spanning investments, superannuation, retirement planning and estate considerations.
- Partner with paraplanners and client managers to deliver a seamless advice experience.
- Uphold the group’s compliance, Best Interests Duty and quality-of-advice standards.
What you’ll bring
- Full adviser authorisation with FASEA exam complete and a relevant approved degree.
- A proven record advising retail and affluent clients within a licensee or institution.
- Strong strategy and modelling skills across the core advice disciplines.
- A consultative style and the credibility to represent a well-known brand.
Why this role
- A steady pipeline of warm, qualified leads, so less time prospecting.
- The resources, technology and brand strength of an ASX-listed group.
- Hybrid working, structured development and genuine progression.
About the employer
Our client is an ASX-listed wealth management group with a national footprint and a respected advice brand. The Melbourne team pairs institutional resources with a close, supportive culture. Aussie Talent Group is partnering with them on this appointment.