At a Glance
- Tasks: Manage diverse client portfolios and deliver tailored wealth management solutions.
- Company: Join deVere Australia, an award-winning global financial advisory firm.
- Benefits: Enjoy competitive commissions, clear career progression, and ongoing training.
- Other info: Dynamic environment with industry-leading support and opportunities for global events.
- Why this job: Make a real impact in clients' financial lives while growing your career.
- Qualifications: Must have Australian Financial Planning qualifications and strong sales skills.
The predicted salary is between 63000 - 77000 $ per year.
Whether you’re newly qualified and ready to begin your career in financial advice, completing your Professional Year, or already have experience as an Adviser and are looking for your next opportunity, deVere Australia would like to hear from you. deVere Australia is an award winning, global financial advisory firm committed to delivering meaningful outcomes for our clients and building long term, sustainable careers for our advisers. Professional development and continuous training form the foundation of our culture.
This role offers the opportunity to manage a diverse client portfolio, grow Assets Under Management, and operate within a fully supported, compliance led framework.
Key Activities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong, trusted relationships through a personalised advisory approach.
- Build continuous AUM (Assets Under Management) by identifying client needs and uncovering additional financial opportunities.
- Conduct in depth financial reviews to identify personal and financial objectives.
- Deliver tailored, needs based wealth management solutions.
- Continuously gather and assess information to identify potential risks and opportunities for clients.
- Advise across a full range of wealth management solutions, including: UK pension transfers and QROPS, Australian superannuation rollovers, Lump Sum Investments, Fixed-Income Products, Global Funds (Equity & ESG), Regular Savings Plans, Portfolio Bonds & International Pension Planning.
- Maintain full compliance with all legislative, regulatory and quality standards.
Skills & Qualifications
- Australian Qualifications in Financial Planning.
- Strong sales acumen with proven face to face client advisory experience.
- Demonstrated financial sales track record.
- Strong analytical skills with attention to detail.
- Experience advising high net worth clients (desirable).
- Knowledge of superannuation, pension products, offshore investments, bonds or fintech solutions (advantageous).
- Professional, trustworthy and commercially driven.
- Ambitious, target-focused and motivated by performance.
Company Benefits
- Transparent, competitive commission structure.
- Clear career progression opportunities.
- Ongoing individual and team-based training.
- Industry leading compliance and administrative infrastructure.
- Dedicated technical support department.
- Advanced IT & CRM systems aligned with evolving industry standards.
- Full product training.
- Company incentives to Global events.
This opportunity is suited to advisers who are commercially focused, relationship driven, and committed to delivering high quality wealth solutions. Applicants must be based in Australia with full working rights and Financial Planning qualifications to be considered.
Please attach your CV when applying.
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Wealth Advisor: Grow AUM in a Training-Led Firm in Melbourne employer: deVere Australia Group
deVere Australia is an exceptional employer that prioritises the professional growth of its financial advisers through ongoing training and a supportive work culture. With a transparent commission structure and clear career progression opportunities, employees can thrive while managing diverse client portfolios in a compliance-led environment. The company's commitment to delivering meaningful outcomes for clients, combined with incentives for global events, makes it a rewarding place to build a sustainable career in financial advice.
