advice2talent is seeking a Senior Financial Adviser Manager in Melbourne to lead an established portfolio of high-value clients and guide an experienced advice team. The role focuses on client engagement, strategic reviews, and ensuring compliant, holistic financial planning outcomes.
You will mentor 8–9 staff across advice, paraplanning, client services and operations, manage approximately $400K Book Value, and collaborate with Paraplanners and support staff to drive business growth and strong
Senior Financial Adviser - High-Value Portfolio Growth in Melbourne employer: Advice2Talent
Join a thriving financial advice practice in Wodonga, where you can leverage an established client portfolio to make an immediate impact. With a strong focus on employee growth and a collaborative work culture, you'll benefit from the support of experienced teams while building long-term relationships with clients. This role offers not just a job, but a meaningful career path in a supportive environment that values your contributions.
