Financial Advisor - Private clients (Adelaide)
Financial Advisor - Private clients (Adelaide)
-
Adelaide, Australia
-
Posted: less than a week ago
-
Save
Description
home_work Hybrid Posted 1 day ago This is an opportunity to join a highly regarded private client business and assume stewardship of an established high-net-worth client portfolio, with average funds under advice of approximately $3 million. It will appeal to an accomplished adviser seeking a sophisticated environment in which considered advice, enduring client relationships and long-term professional development are genuinely valued. You will inherit an existing portfolio of high-net-worth clients and provide thoughtful, strategic advice across wealth creation, retirement planning, superannuation, investment strategy and broader financial affairs, supported by a collaborative team committed to personalised service of the highest standard. The business is recognised for its people-first ethos and offers genuine flexibility, ongoing investment in learning and development, support for wellbeing and community engagement, and a clear pathway for continued career progression. Why this opportunity stands apart Assume responsibility for an established client portfolio from the outset, rather than being required to build from the ground up Advise a sophisticated private client base with complex strategic, wealth and investment considerations Be part of a respected team distinguished by its relationship-led approach and strong standing in the market Work within a flexible hybrid model in an environment that is both supportive and professionally rewarding Benefit from continued professional development and meaningful long-term career advancement There is genuine scope for partnership and long-term equity participation Your contribution You will provide tailored advice to an established private client portfolio, cultivate long-standing relationships founded on trust and discretion, and work closely with internal specialists and external referral partners, including accountants, to deliver considered and holistic client outcomes. The calibre required Demonstrated experience advising private clients within wealth management or financial planning A strong record of working with high-net-worth clients across more sophisticated strategic needs Highly developed communication, presentation and relationship management skills Commercial maturity paired with a genuine commitment to exemplary client outcomes Relevant qualifications together with current adviser compliance obligations A collaborative approach and the ability to contribute meaningfully to a high-performing professional team If you are seeking an opportunity to assume an established client base, deliver meaningful advice and build your career within a highly regarded private client environment, please apply now. About FS Recruitment Solutions home_pin Rowville, VIC, Australia This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying. Explore more Financial Planning jobs in Adelaide with upfront salary details. FS Recruitment Solutions location_pin Adelaide, SA trending_up A$120K-A$160K p/a Full-time Hybrid Polaris Acorn Advisory location_pin Singapore S$72K-S$108K p/a Full time Remote location_pin Adelaide, SA trending_up A$120K-A$150K p/a Full-time On-site HFG (Hong Kong) Limited location_pin Singapore trending_up S$4.5K-S$6K p/m Full-time Remote location_pin Singapore S$10K-S$15K p/m Full-time Remote #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3r25d6
Highlights
-
Company nameFS Recruitment Solutions
-
Job positionFinancial Advisor - Private clients (Adelaide)
Safety Tips
Report any suspicious ads or messages.
More info about this ad
Financial Advisor - Private clients (Adelaide) has been posted in the Adelaide Accounting, Financing & Banking category on Locanto.
For Adelaide, there are no other ads posted in this category.
You can find the Accounting, Financing & Banking category under Jobs. Want something else? Check out the related categories Service, Healthcare, Beauty & Wellness and Administrative & Support Adelaide.
Interested in more? Widen your search to view ads in nearby areas of Adelaide. This includes Accounting, Financing & Banking in Beaumont, Hindmarsh and Medindie. There are more ads within a 15 km radius for this category. If you want to view those ads, click here.