Financial Advisor
Financial Advisors | CBD, St Kilda Rd, Airport & Ivanhoe
Highly Competitive Base Salaries + Super + Generous Bonus Structures
Full-Time | Hybrid & Flexible Working Arrangements
About the Opportunities: At
TAP, we are currently partnering with a selection of Melbourne's most respected financial planning practices to secure experienced, growth-oriented
Financial Advisors.
Whether you thrive in the bespoke environment of a high-net-worth (HNW) boutique, the structured mentorship of a mid-tier firm, or the vast resource network of a larger financial services institution, we have a live desk tailored to your specific strengths.
These positions span across the
Melbourne CBD and surrounding corporate hubs, offering immediate client books and strong referral pathways.
What’s on Offer? - Boutique Practices: High-touch, holistic advice models focusing on HNW individuals, complex structures, and highly personalized strategies.
- Mid-Tier Firms: Excellent infrastructure, strong inter-departmental referral networks (Accounting/Mortgage Broking), and clear pathways to equity or partnership.
- Large Financial Services Groups: Unparalleled brand presence, extensive lead-generation engines, and highly sophisticated technological ecosystems.
Key Responsibilities: - Personalized Advice: Collaborate with an internal team of technical specialists and paraplanners to construct and deliver bespoke, high-quality financial strategies.
- Client Portfolio Management: Proactively manage and retain a diverse book of existing clients while seamlessly facilitating the onboarding of new clients.
- Business Development & Partnerships: Cultivate, nurture, and maintain long-term relationships with external and internal referral partners.
- Strategic Input: Bring a proactive, creative mindset to the table, actively contributing to the firm's overarching growth and business strategy.
About You: - Proven Track Record: Demonstrated experience operating as a Financial Advisor within the Australian regulatory landscape.
- Compliance & Credentials: Fully FASEA/ASIC compliant with an approved Bachelor’s degree in Finance (or a related field) and your Professional Year (PY) successfully completed.
- Communication Skills: Exceptional interpersonal and relationship-building skills, with the ability to articulate complex financial strategies clearly to clients from all walks of life.
- The Drive: A commercial mindset centered around high-quality client outcomes, ethical advice compliance, and strategic business growth.
How to Apply If you are ready to explore the market and elevate your advisory career, we want to hear from you.
Please submit your resume directly to
Sean at
slillefosse@andersenpartnership.com, or apply via the portal for a strictly confidential discussion regarding these live positions.
Note: All applications and inquiries will be handled with the highest level of professional discretion.
Apply Now
