SENIOR FINANCIAL ADVISOR – TOWNSVILLE - MULTI-DISCIPLINARY FIRM – 100K+ (JOB ID 1486)

Do you want to focus on delivering high-value, strategic advice rather than administration?

Are you looking for a clear pathway to equity in a growing, integrated advisory firm?

Do you want to work in a collaborative environment delivering holistic financial planning and wealth solutions?

Our client is a well-established, multi-disciplinary firm with a strong presence across North Queensland and a growing footprint in Brisbane. The firm provides fully integrated accounting, financial planning, and business advisory services, with a reputation for trusted relationships, client-focused advice and a professional, collaborative culture.

The Role:

Delivering comprehensive financial planning services, including superannuation, retirement planning, SMSFs, investments, risk management, estate planning and lending

Managing and growing a portfolio of high-value clients, providing proactive, tailored advice

Conducting client meetings and building long-term, trusted relationships

Collaborating with in-house accountants, paraplanners, lending specialists, and associate advisers

Contributing to business growth through referrals and client engagement

Advising clients on tax-effective strategies and integrated wealth solutions

Provide a holistic approach to personalised financial strategies aligned with client goals

About You:

Commercially minded adviser who enjoys delivering high-value advice and building client relationships

Minimum 4+ years’ experience in client-facing financial planning

Proven capability in delivering holistic, strategic advice across multiple financial planning disciplines

Strong communication and relationship-building skills

Confidence advising across superannuation, SMSFs, investments, risk, estate planning and lending

Relevant financial planning qualifications and full ASIC compliance

Motivation to grow your career within a firm offering real equity and leadership pathways

What’s On Offer:

Attractive salary with a performance-based bonus structure

Existing client book with warm referral streams

Dedicated paraplanners and support team, allowing you to focus on advice

Flexible work-from-home arrangements

Clear pathway to equity for the right candidate

A business model that prioritises advisory work over administration

If you want to join a values-driven firm where you can focus on clients, deliver integrated advice and grow your career, apply now.

Please note: This job is based in Australia therefore, only candidates who are permanent residents or citizens of Australia or NZ will be considered.

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