Financial Adviser Equity Pathway Brisbane

About the Role

You will manage a high-value portfolio of complex, high-net-worth clients while delivering holistic strategic advice. Reporting to the Director, you will lead client relationships, oversee implementation, and collaborate with internal specialist teams. This role contributes to firm growth and offers future succession/equity.

Responsibilities

Deliver high-quality strategic advice

Develop tailored wealth strategies for complex/HNW clients

Build and manage long-term client relationships

Lead reviews, portfolio oversight and ongoing advice

Maintain compliance with licensee and regulatory standards

Identify strategic opportunities to enhance client outcomes

Support business growth via referrals and networks

Qualifications

Relevant degree and Financial Planning qualifications

Strong experience advising HNW/complex clients

Deep knowledge of investments, super, structures & SMSFs

Proven capability to build and retain client relationships

Advantages

Team and individual bonus structure

Opportunities for equity and succession participation

Social culture: birthdays, events, Christmas celebrations

Supportive setting with a robust focus on quality

About the Company

A well-established boutique wealth advisory firm with more than 20 years in operation and a high-performing team of advisers and support staff. The firm offers holistic advice to a selective HNW client base, focusing on quality over volume. People enjoy working here because the workplace is supportive, qualified and rewarding. The business is also preparing for internal succession, offering long-term growth for the right senior adviser.

J-*-Ljbffr Apply on Kit Job: kitjobau.com/job/3rjhee