Senior Financial Advisor – Townsville - Multi-Disciplinary Firm – 100K+

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.   

HOW TO APPLY  

Submit your résumé and application letter in word (not PDF) format now by clicking the 'Apply To This Job' button. 
 
For confidential discussion regarding this and other positions, we invite you to contact us directly on 07 5573 4215. 

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