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Financial advisor

Permanent
Fuse Recruitment
Financial Advisor
USD 110,000 - USD 130,000 a year
Posted: 12 June
Offer description

Sunbury or Gisborne, VIC | $110K–$130K Benefits | Full-Time, Office-Based with WFH possible Our client, a well-established and reputable financial planning firm, is seeking a dedicated and experienced Financial Advisor to join their growing team in either their Sunbury or Gisborne office. This is a fantastic opportunity for an advisor who is passionate about building long-term relationships and delivering quality advice to a loyal and mature client base. About the Role This is a 5-day, office-based (parking available) moving to 4 days 1 WFH post-probation. Offering a stable and supportive environment where you can focus on delivering outstanding advice and client care. With a strong and growing base of pre-retirees and retirees, the focus will be on superannuation, retirement planning, pensions, and aged care strategies. The firm values long-term relationships and seek a candidate who aligns with their client-first ethos and long-term vision. Key Responsibilities Provide high-quality, tailored advice to a client base of mostly retirees and pre-retirees SoAs and ROAs with Parraplanner assistance Conduct client reviews and strategy meetings Collaborate with the broader team to deliver seamless client service Add new clients to the firm Maintain compliance with all legislative and professional standards Stay up to date with superannuation, retirement, Centrelink, and aged care regulations Requirements Minimum 5 years’ experience as a Financial Advisor Completed FASEA Exam and hold qualifications and/ or experience to practice beyond Jan 2026 Strong technical knowledge of superannuation, pensions, and aged care Excellent interpersonal and communication skills A genuine passion for helping clients achieve financial peace of mind XPlan experience is essential What’s on Offer $110,000 – $130,000 benefits Work with a long-standing client base with strong referral networks Supportive team culture with strong back-office support Established offices in either Sunbury or Gisborne If you are ready to take the next step in your career and make a positive impact within a dynamic team, we encourage you to apply today. For a confidential discussion about this opportunity, please call Lachie Young on 0411 931 034 or send your application to lyoung@fuserecruitment.com At Fuse, we specialise in recruitment for the wealth management industry and actively source for a broad range of established clients. If you are a financial planning or mortgage broking professional looking for your next opportunity, we'd love to hear from you! If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role! SCR-lachlan-young ChooseFuse

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Financial advisor
Permanent
Fuse Recruitment
Financial Advisor
USD 110,000 - USD 130,000 a year
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