About the role
Take on a senior financial adviser role with a book of HNW clients and the scope to grow it further. Work closely with an experienced leadership team, deliver tailored investment advice, and provide a genuine hands-on service across wealth management and portfolio construction.

Key responsibilities

• Manage a portfolio of HNW & wholesale clients
• Deliver tailored investment and portfolio advice
• Analyse balance sheets, IPOs, and fund manager reports
• Drive growth of client base through referrals and leads
• Contribute to research and investment decisions within the team

Skills & Experience

• Degree qualified with relevant advice accreditation
• Strong background in wealth management or stockbroking
• Experienced in investment markets and direct equities
• Capable of advanced portfolio construction and analysis
• Proven client relationship and advisory skills

Benefits

• Opportunity for equity and business ownership
• Optional 9-day fortnight
• Flexible start/finish times
• Professional, collaborative team culture

About the company & culture
This self-licensed wealth management firm has been established for over 35 years. They specialise in investment advice with a strong focus on direct investments, supported by their own in-house research.
With a tight-knit team of 12, they operate in an open-plan office where collaboration, respect, and professionalism are at the heart of their culture.

People enjoy working here because the team shares ideas, supports one another, and values a genuine work ethic. Staff are well looked after and encouraged to contribute to the firm’s long-term success. 

How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.