Davies Stewart, in partnership with Assured Business and Wealth Advisors, is inviting a Senior Financial Adviser to its Morphett Vale office in South Australia. This permanent, full-time role provides hand-on client work with dedicated paraplanning and admin support to focus on relationship building.
You will craft tailored financial plans covering investments, superannuation, insurance and retirement strategies, collaborate with accounting, tax, lending and business advisory teams, and maintain
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Senior Financial Adviser β Client Wealth & Planning Leader in Adelaide employer: Davies Stewart
Assured Business and Wealth Advisors is an outstanding employer that prioritises the well-being and professional growth of its team members. Located in Morphett Vale, South Australia, the firm offers a supportive work culture with exceptional benefits such as 5 weeks of annual leave, birthday leave, and a generous wellbeing allowance. With a focus on collaboration and long-term client relationships, employees are empowered to thrive in their careers while enjoying a fulfilling work-life balance.