Senior Wealth Advisory Position
This role presents an opportunity to shape the future of wealth advisory with a firm that values expertise and prioritises client outcomes, professional growth, and meaningful relationships.
We offer a fee-only, client-first model with low advisor-to-client ratios, allowing advisors to deliver truly impactful advice.
Why Join This Team?
* Sustained growth : Our company has experienced 20% year-on-year growth over the past six years, with over $2 billion in assets under management.
* Clear path to partnership : A clear and supported progression pathway to equity ownership.
* Elite client base : Advisors will work with successful business owners, senior executives, and ultra-high-net-worth family groups.
* Collaborative environment : Advisors will work under their own license and partner with other divisions to deliver holistic solutions.
* Professional development : Ongoing technical and soft skills training to support career goals.
* Leadership opportunity : Mentor and develop junior team members as a senior leader.
* Expert portfolio management support : Direct access to a seasoned Investment Committee and our Chief Economist.
* Superior investment research capability : Access to industry-leading tools including Bloomberg, Macrobond, Morningstar Direct, and premier investment research houses.
A Day in the Life
* Lead and manage client relationships.
* Conduct progressive client reviews and develop tailored financial strategies.
* Produce complex strategy advice documents with support from a +20-person team.
* Oversee investment analysis, portfolio construction, and management.
* Advise on wealth accumulation, estate planning, tax minimisation, and asset protection.
* Collaborate across divisions to project manage clients' financial lives.
* Contribute to business development and networking initiatives.
Requirements
* A degree in Commerce, Economics, or a related field.
* 5+ years of experience in financial planning or advice.
* A passion for mentoring and developing high-performing teams.
* Strong client service orientation and communication skills.
* Proficiency in Word, Excel, and Xplan.
Benefits
* Clear and proven career progression pathways.
* Flexible working to help balance work and personal responsibilities.
* Free company-provided Salary Continuance insurance.
* In-House Psychologist.
* Extended EAP to support you and your eligible family members.
* Bi-Monthly Colleague Lunch.
* Dress for your day.
* Social Club events.
* Run Club.
* Vibrant and collegiate culture where your contribution is valued.
About Us
We are a leading network of Chartered Accountants and business advisors, established in 1895, with over 140 partners and 1,100 professional staff across 10 offices in Australia and New Zealand, focusing on deeply understanding clients' needs and tailoring solutions that go beyond traditional accounting and advisory services.
If you want to join a company where friendships are forged and careers made, then come on board to a place that's delivering more than just advice.
Diversity, Equity and Inclusion Statement
We are committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.