Financial Advisor in Melbourne

Financial Advisor in Melbourne

Melbourne Full-Time 72000 - 88000 $ / year (est.) On-site
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At a Glance

  • Tasks: Lead client conversations, build trust, and deliver high-quality financial advice.
  • Company: Join Tribeca, a fast-growing financial advisory firm with strong leadership.
  • Benefits: Enjoy a 4-day work week, competitive salary, and uncapped bonuses.
  • Other info: Be part of a values-driven team that prioritises collaboration and continuous improvement.
  • Why this job: Make a real impact in clients' lives while growing your career.
  • Qualifications: 5-10 years of experience as a financial adviser with relevant qualifications.

The predicted salary is between 72000 - 88000 $ per year.

We're hiring three financial advisers to join Tribeca in Q2 & Q3 FY27, and more in the second half of the year. If you're in the industry and you're good at what you do, we want to talk to you. Are you an experienced adviser ready to join a business with real momentum?

  • Work a 4-day work week – because we believe sustained high performance is built on balance, energy and focus.
  • Attractive earning potential – with competitive salary, performance incentives and uncapped cash bonuses that reward results.
  • A platform built for growth – join a scaling business with strong leadership, growing market presence and real opportunity to make your mark.
  • Comprehensive support – access to Board, Leadership and Compliance teams, plus dedicated structures that support advice quality and adviser success.
  • Pathways beyond the role – opportunities to progress into leadership, specialist advice areas, or our Partnership Program as your career evolves.

About the role: This is a high-impact role with a strong new business focus. You'll lead conversations with prospective clients, understand their goals quickly, build trust early and guide them through a high-quality advice experience. We're looking for advisers who can convert opportunity into long-term client relationships and help accelerate Tribeca's next stage of growth.

  • Convert qualified opportunities into long-term client relationships through trust, commercial acumen and a high-quality advice experience.
  • Lead Discovery and Strategy Appointments that uncover client goals, identify needs, and position tailored financial strategies with confidence.
  • Own and build momentum in your pipeline, maintaining a strong focus on conversion, client experience and growth outcomes.
  • Deliver strategic, high-quality financial advice that reflects both technical excellence and genuine care for client outcomes.
  • Contribute to the continued growth of Tribeca by bringing a high-performance mindset, strong judgement and collaborative approach to the wider team.

About you: You have 5–10 years' experience as a financial adviser, hold the relevant industry qualifications, and care about delivering advice well. You're likely someone who:

  • Builds rapport quickly and communicates with clarity and confidence.
  • Is commercially curious and energised by business growth.
  • Holds yourself to high standards in advice quality and professional conduct.
  • Wants to be part of a scaling business β€” to contribute meaningfully, with ambition and a team behind them.

Tribeca was built on a simple belief: that the right financial advice, delivered by people who genuinely care, changes lives. We're a values-led business with serious commercial ambition. Growing fast, backed by strong leadership, and committed to advice that helps our clients live their Good Life.

About our β€˜Tribe’: We call ourselves the Tribeca Tribe. Consisting of capable, values-driven professionals who care about doing great work, we value accountability, ambition, collaboration and continuous improvement. This is a team for advisers who hold high standards for themselves, want to be surrounded by good people and are motivated by the opportunity to perform and contribute. We hire for character, capability and the drive to keep getting better.

Join our Tribe: Three roles. Real opportunity. A business that's building something worth joining.

Financial Advisor in Melbourne employer: Tribeca Financial Pty

At Tribeca, we pride ourselves on being an exceptional employer that champions work-life balance with a 4-day work week, allowing our financial advisers to thrive both personally and professionally. Our supportive culture fosters growth through comprehensive resources and clear pathways for career advancement, ensuring that every team member can make a meaningful impact while enjoying competitive earnings and performance incentives. Join a dynamic team of values-driven professionals who are committed to delivering high-quality financial advice and helping clients achieve their goals.

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Contact Details:

Tribeca Financial Pty Recruitment Team

We think you need these skills to ace Financial Advisor in Melbourne

Communication Skills
Problem-Solving Skills
Adaptability
Flexibility
Teamwork
Organizational Skills
Compassion