Wealth Adviser

The Business

Our client is a privately-owned, national wealth management and advisory firm with a multi-decade track record advising high-net-worth individuals, business owners, and families across Australia.

Operating under a distinctive total-balance-sheet approach Advisers guide clients' broader financial and life goals, including estate planning, wealth preservation, and business succession. With a strong internal culture built around clearly defined values and an advice philosophy applied consistently across its national network, this is a business for advisers who want to work with sophisticated clients and take genuine ownership of long-term client relationships.

The Opportunity

The team is looking for an experienced Financial Adviser to join in their Brisbane CBD office. As part of a well-supported business, this Adviser will join a team of community-driven professionals with a client-first mindset. With an existing book of high-value, complex clients, the ideal Adviser will be confident in managing HNW relationships, with a long-term career ambition to succeed within the industry.

The Role

• Understanding clients’ immediate needs, long term objectives and level of comfort with risk
• Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy
• Provide quality and trusted financial advice
• Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
• Ensuring accuracy and compliance of client files and advice documentation
• Assist providing guidance and technical direction to paraplanners and implementation staff

About You

• 3 to 5 years of experience in Financial Advisory
• Experience working with HNW individuals
• Be passionate about servicing clients and interested in an opportunity for the long term.
• ASIC approved qualifications.
• Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest.
• Strong sense of professionalism and a client-centric approach.
• Highly motivated with an ability to generate referrals from existing client base.
• Organisational and prioritisation skills.
• Fast-paced, dynamic environment.