At a Glance
- Tasks: Manage client relationships and provide tailored financial advice for wealth creation and retirement planning.
- Company: Join Count Wealth, a firm dedicated to client outcomes and professional excellence.
- Benefits: Enjoy career growth, a supportive team culture, and the chance to work with an established client base.
- Other info: Collaborative environment focused on long-term success and ethical practices.
- Why this job: Make a real impact by helping clients navigate their financial decisions with confidence.
- Qualifications: Proven experience as a Financial Adviser with strong communication skills and technical knowledge.
The predicted salary is between 63000 - 77000 $ per year.
About the Role
Count Wealth are looking for an experienced Financial Adviser to join our team in our Charlestown office and take ownership of an established client portfolio while playing an active role in growing our practice. This is an opportunity to work with a firm that's genuinely committed to client outcomes, professional excellence, and long-term relationships. As our new adviser, you'll provide holistic, strategic financial advice across wealth creation, retirement planning, superannuation, investments, personal insurance and estate planning. You'll be the trusted point of contact for your clients, helping them navigate life's financial decisions with clarity and confidence.
What You'll Do
- Client Relationships
- Manage an existing client base and grow this portfolio further through personalised, high-quality advice
- Lead discovery meetings, annual reviews and strategy sessions
- Design tailored financial strategies aligned to each client's goals and risk profile
- Keep portfolios on track through proactive monitoring and review
- Advice & Strategy
- Prepare and deliver compliant, commercially sound financial advice
- Draft Statements of Advice (SOAs), Records of Advice (ROAs) and review documentation
- Keep clients informed on legislative, taxation and regulatory changes that affect them
- Business Growth
- Build your pipeline through referrals, networking and professional relationships
- Strengthen ties with accountants, solicitors and other referral partners
- Represent the firm at industry events and client functions
- Compliance & Professionalism
- Ensure every piece of advice meets ASIC requirements and licensee obligations
- Maintain meticulous, compliant records
- Uphold the highest standards of integrity and confidentiality
What We're Looking For
- Proven experience as a Financial Adviser, with a track record of managing client relationships and delivering strategic advice
- Strong technical knowledge across superannuation, investment, retirement and insurance strategies
- Relevant qualifications and good standing to provide financial advice (FASEA/ASIC compliant)
- Excellent communication skills and a genuine commitment to client outcomes
- A collaborative mindset you thrive working alongside paraplanners and support teams
- Business development drive, with the confidence to build and nurture referral relationships
Why Join Us
- Work with an established client base from day one
- Be part of a supportive team culture with strong internal collaboration
- Genuine career growth in a firm focused on long-term success, not just short-term targets
- A workplace that values ethics, professionalism and doing right by clients
Financial Adviser in Newcastle employer: Count Group
Count is an exceptional employer that prioritises professional growth and a collaborative work culture, making it an ideal place for those passionate about empowering financial advisers. With a focus on training and development, employees have the opportunity to enhance their skills while contributing to meaningful client outcomes across Australia. The supportive environment fosters innovation and engagement, ensuring that every team member feels valued and motivated to excel in their role.
