At a Glance
- Tasks: Manage relationships with high-net-worth clients and deliver tailored financial advice.
- Company: Established private wealth firm focused on quality over quantity.
- Benefits: Hybrid work, premium office location, and a supportive team environment.
- Other info: Long-term career growth in a collaborative and engaging atmosphere.
- Why this job: Make a real impact with sophisticated strategies for affluent clients.
- Qualifications: Experience as a Financial Adviser with strong client management skills.
The predicted salary is between 63000 - 77000 $ per year.
Senior Financial Adviser - Private Wealth
Work with high-net-worth clients, deliver advice with genuine depth and leave the volume-driven model behind.
This established private wealth firm works with a select portfolio of financially sophisticated individuals and families.
Most clients are wholesale, average fees are approximately $20,000 and the advice is comprehensive, considered and highly tailored.
You will inherit an existing portfolio and have the time, support and professional freedom to build strong relationships, lead strategic conversations and deliver meaningful outcomes.
The opportunity
This is a relationship-led role for an experienced adviser who enjoys complex strategy and wants to remain close to the client.
Supported by an experienced team, you will focus on the work that adds the most value.
- Manage and deepen relationships with an established portfolio of high-net-worth clients
- Lead strategic reviews and ongoing advice conversations
- Deliver holistic advice across wealth creation, retirement, superannuation, investments and estate planning
- Develop tailored strategies around each client's goals, circumstances and values
- Partner with the support team to deliver an exceptional client experience
- What you will bring
- Qualifications and experience as a Financial Adviser
- A strong track record managing affluent or high-net-worth clients
- Confidence navigating complex strategies and client circumstances
- Strong technical and compliance knowledge
- A clear, credible communication style and commitment to quality advice
- Why make the move
- A select, engaged and predominantly wholesale client base
- Sophisticated advice work without a volume-driven model
- An experienced and collaborative support team
- Hybrid working arrangements
- Premium St Kilda Road offices
- A genuine long-term career opportunity within private wealth
If you have built your career around quality relationships and considered advice, this is an opportunity to work with clients and strategies that reflect your experience.
Private Client Advisor - Wealth Management employer: FS Recruitment Solutions
Join a highly regarded, privately owned wealth management firm in Melbourne that champions independence and modern, technology-driven advice. With a strong focus on employee growth, you will receive structured mentoring and hands-on experience, allowing you to build meaningful client relationships while developing your technical expertise. The collaborative work culture fosters innovation and supports your journey to becoming a fully authorised adviser, making it an exceptional place for professionals seeking rewarding careers in finance.
