Description

Senior Financial Adviser — Melbourne | Bring Your Book

We're working with a highly regarded boutique wealth management practice based in Melbourne's inner suburbs that is actively looking to welcome a Senior Financial Adviser to their growing team.
This is a genuine opportunity for an experienced adviser who has built a quality client base and is looking for a better home — a place where you'll be supported to do your best work, backed by a strong team and a culture that actually values what you bring to the table.
What's on offer:
A collaborative, boutique environment where you're more than just a number
Strong back-office and paraplanning support so you can focus on what you do best — advising clients
Competitive remuneration structure with genuine upside for advisers bringing an existing book of fees
A platform and culture built for long-term success
What we're looking for:
An experienced financial adviser with an existing client book or fee base — and if you own your book outright, we'd love to hear from you
FASEA compliant with relevant tertiary qualifications
Strong technical knowledge across investments, superannuation, retirement planning, and wealth management
A client-first mindset with a track record of delivering exceptional advice outcomes
Someone who values culture, collaboration, and doing things the right way
Ideal candidates will be:
Established advisers who have spent years building strong client relationships and now own their book — and are ready to take the next step in an environment that rewards that. Whether you're looking for a better cultural fit, more support, or simply a fresh start, this is a conversation worth having.
If you've built something you're proud of and you're ready for a new chapter — reach out for a confidential discussion.

Please send your resume to [email protected]