Get AI-powered advice on this job and more exclusive features.Direct message the job poster from BG Private (formerly Banks Group)BG Private is one of Australia’s leading Accounting, Audit and Advisory firms. Proudly ranked among the AFR Top 50 Accounting Firms nationally, we are recognised as a leading practice in both Melbourne and Sydney. Our team of 13 Partners and 110 staff are committed to excellence and client satisfaction, helping over 7,000 clients achieve their personal and business goals. We are constantly pushing the boundaries with our innovative work practices and cutting-edge solutions and believe in creating a fulfilling and inspiring work environment where our people can thrive.Our CultureAre you ready to elevate your career? At BG Private, we believe in continuous development and career advancement. Our people are our greatest assets, and we offer opportunities in leadership and partnership, empowering you to reach new heights. You will be mentored by industry-leading professionals who are dedicated to your growth and success, and are encouraged to contribute and bring your ideas to life.Why Work With UsInnovative Culture: We embrace modern work practices and continuously strive to offer cutting-edge solutions to our clients.Collaborative Environment: Be part of a supportive team where your ideas and contributions are valued.Career Growth: We are committed to helping our people achieve their professional and personal goals.Work-Life Balance: A fulfilling career and a balanced lifestyle are important to us.Industry Recognition: As part of a Top 100 AFR accounting firm, you’ll be working with some of the best in the business.Hybrid and flexible workplaceBG Skills Academy to fast track your professional development journeyMonthly social club functionsOpen bar on FridaysRegular in-house morning teasFinancial support to complete further postgraduate studiesEmployee assistance, health and wellbeing programsReimbursed all day car parkingOpen door access to all of our partnersAbout The RoleWe are seeking a dedicated and client-focused Financial Advisor to join our team. In this role, you will provide ethical, compliant, and comprehensive financial advice tailored to individual client needs. You will play a key role in helping clients achieve their financial goals through strategic planning, product recommendations, and ongoing relationship management.Using your technical expertise, a typical week would include:Conduct thorough financial assessments to understand clients’ current financial situations, goals, and risk toleranceProvide comprehensive, compliant, and ethical financial advice aligned with clients’ best interestsProactively identify opportunities to enhance clients’ financial wellbeing and develop customised financial plansRecommend suitable financial products and services that align with clients’ objectives and market conditionsEnsure financial plans remain current and effective through regular assessments and updatesBuild and maintain strong, long-term relationships with clients through regular communication and exceptional serviceRespond promptly to client enquiries and provide ongoing support and educationIdentify and pursue new business opportunities to expand the client base and drive growthEnsure strict adherence to all legislative, regulatory, and professional standardsCollaborate with internal teams to deliver seamless, integrated client serviceWhat we are looking forTertiary Degree in finance, financial planning, business or a related degreeRG146, CFP or other recognised financial planning qualification1-2 years’ proven industry experience as a Financial AdvisorStrong knowledge of financial products, investment strategies, and regulatory requirementsExcellent interpersonal, written, and verbal communication skillsHigh ethical standards and a client-first mindsetExceptional time management skills and the ability to prioritise effectivelyHighly organised with strong attention to detailAbility to work collaboratively in a team environmentExperience using XPLAN is highly regardedHow to applyWe are looking for talented, driven individuals to join our team and contribute to our continued success. If you are looking for an opportunity to grow professionally, work with exceptional clients, and be part of a team that values excellence, we want to hear from you!BG Private…For Today, Tomorrow & Beyond.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance, Consulting, and SalesReferrals increase your chances of interviewing at BG Private (formerly Banks Group) by 2xGet notified about new Financial Advisor jobs in Hawthorn, Victoria, Australia.Melbourne, Victoria, Australia A$80,000.00-A$120,000.00 3 weeks agoExpression of Interest - Home & Investment Lenders, Melbourne *HYBRIDMelbourne, Victoria, Australia 4 days agoConsultant - Corporate Tax Advisory (Financial Services)Melbourne, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 6 days agoMelbourne, Victoria, Australia 2 months agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 4 weeks agoMelbourne, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 5 days agoMelbourne, Victoria, Australia A$75,000.00-A$90,000.00 1 week agoMelbourne, Victoria, Australia 1 week agoExpression of Interest - Restructuring (National)Melbourne, Victoria, Australia 2 weeks agoSenior Consultant - Business Transformation - Financial ServicesMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoSenior Directors/Directors/Associate Directors – Expression of Interest (Transaction Advisory Group)Melbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 21 hours agoMelbourne, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 1 month agoDirector - Debt and Capital Advisory - Sydney or MelbourneMelbourne, Victoria, Australia 7 hours agoMelbourne, Victoria, Australia 4 days agoAnalyst/Experienced Analyst | Financial Services | Regulatory Audit | MelbourneMelbourne, Victoria, Australia 2 weeks agoFinancial Counsellor (6 month fixed term) MelbourneMelbourne, Victoria, Australia 1 week agoRegional Director, Independent Advisor GroupMelbourne, Victoria, Australia 1 month agoMelbourne, Victoria, Australia 9 hours agoMelbourne, Victoria, Australia 4 weeks agoMelbourne, Victoria, Australia A$90,000.00-A$120,000.00 2 weeks agoRisk Advisory Services - Expressions of InterestMelbourne, Victoria, Australia 1 week agoSenior Consultant or Manager - Banking Financial RiskMelbourne, Victoria, Australia 2 days agoTransaction Services Manager | Senior ManagerMelbourne, Victoria, Australia 1 week agoWe’re unlocking community knowledge in a new way. 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