Financial Adviser
Profusion Group ·www.profusiongroup.com
Apply directCompany Overview
Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice. The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation for excellence.
Role Overview As a Financial Adviser, you will provide holistic strategic and investment advice to a portfolio of High-Net-Worth clients. This role is based in Eastern Suburbs and offers the opportunity to work closely with leadership and a collaborative team.
Key Responsibilities:
- Deliver comprehensive financial planning and investment strategies to HNW clients
- Build and maintain strong client relationships with a focus on long-term outcomes
- Collaborate with internal accounting and wealth management teams
- Ensure compliance with regulatory and licensing requirements
- Drive business growth through exceptional client service and strategic advice
- Proven ability to manage HNW client portfolios
- Strong technical knowledge in strategic and investment advice
- Relevant tertiary qualifications and FASEA compliance
- Excellent communication and relationship-building skills
- 1 day WFH after probation
- Free daily lunches
- Paid income protection and professional memberships
- Free parking for leadership roles
- Supportive, inclusive culture with career development opportunities
Click ‘APPLY’ or contact Shauna Callaghan at shauna.callaghan@profusiongroup.com.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
Frequently asked questions
Who is hiring for the Financial Adviser role?
Profusion Group is hiring for the Financial Adviser position, a Shazamme client. Apply directly on the employer's career site.
Where is the Financial Adviser job located?
The Financial Adviser role with Profusion Group is based in Melbourne, VIC, AU.
Is the Financial Adviser role full-time or contract?
This is a full time position at Profusion Group.
What experience level is the Financial Adviser role?
The Financial Adviser position is aimed at mid-level candidates.
How do I apply for the Financial Adviser role at Profusion Group?
Apply directly on Profusion Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.