Senior Financial Adviser – CFP

Senior Financial Adviser - CFP

Join a leading national ASX-listed firm with a strong reputation in integrated Accounting & Wealth Management.

Take ownership of a $600k client book and work with a supportive advice team of five in a mature, high-performing environment.

Senior Financial Adviser - CFP

This opportunity allows you to take on an established client book, develop meaningful client relationships, and leverage the support of a highly skilled advice team.

With the backing of a large national team and partnerships network, you'll benefit from the strength of a national brand while working in a mature, strategically positioned practice.

What's on offer:

• Mature, nationally recognised firm with ASX listing
• Strategic, integrated Accounting & Wealth Management model
• Supportive leadership and established advice team of five
• Loyal exiting client book
• Opportunity to deliver sophisticated advice to Business and HNW clients

What you'll bring:

• Minimum 5 years' financial advice experience
• Advanced investment knowledge and technical capabilities
• Proven success in developing and executing HNW strategies
• Excellent interpersonal and relationship-building skills
• Growth mindset with drive and ambition