$130,000 – $160,000 per year + super + bonus
The Opportunity
The Mackay branch is currently seeking a full‑time Financial Adviser to either work with our established client base or continue to work with your existing client book.
With the support of Australia’s largest full‑service wealth management firm, you will be leading client relationships and delivering strategic advice across investments, superannuation, retirement planning and broader wealth management.
As the role is based out of our Mackay office, you will need to be locally based or willing to commit to a sea change in tropical Queensland.
If you are a qualified, experienced Adviser who operates with clients’ best interest at the forefront of all you do, we want to meet you!
What You Will Be Doing
- Build, manage and grow long‑term client relationships, delivering strategic, client‑first financial advice across investments, insurance, superannuation and strategy
- Prepare for and conduct annual client review meetings, focusing on outcomes, value creation and evolving client goals
- Identify changes in client circumstances and proactively recommend improvements to strategies, service solutions and overall financial outcomes
- Provide stock market advice and execute trades on behalf of clients and the organisation, in line with agreed strategies and risk profiles
- Conduct initial meetings and screening phone calls with new clients to the firm with the aim of converting these leads into ongoing clients
- Undertake market analysis, stay current with financial markets, products and industry developments, and apply insights to client advice
- Actively participate in business development activities to grow and expand your client book
- Deliver consistently high levels of customer service at every client interaction
- Maintain accurate client files, systems, records and compliance documentation, ensuring adherence to regulatory and compliance standards
- Work collaboratively with advisers and internal teams to support best‑practice advice delivery and client outcomes
Why Work With Us?
This is an opportunity to join a well‑established and growing regional practice with strong momentum and a genuine pathway for career progression.
You’ll step into a supportive environment with access to an existing client base, allowing you to focus on delivering advice and building relationships from day one, rather than starting from scratch.
There is significant scope to grow your client book through a combination of established relationships, internal referrals and active business development support.
For the right adviser, this role offers long‑term potential beyond a traditional employed position. As the practice continues to grow, there is scope for increased responsibility and partnership opportunities aligned to performance, cultural fit and client outcomes.
You’ll work alongside experienced advisers and support staff in a collaborative, professional environment that values initiative, accountability and client‑first advice.
What You Will Bring
- RG146 and FASEA qualifications, and experience as a financial adviser
- A client‑focused approach, with the ability to build trusted, long‑term relationships
- Strong relationship‑building and communication skills, both written and verbal
- Sound problem‑solving and analytical capability, with the confidence to translate insights into practical advice
- High attention to detail and a disciplined approach to documentation and compliance
- Self‑motivation, professionalism and the ability to manage priorities and meet deadlines
- A collaborative mindset and the ability to work effectively with advisers and internal support teams
Benefits
- Clear long‑term career pathway, with scope for increased responsibility and potential equity or partnership opportunities
- Participation in a performance‑based bonus structure aligned to client outcomes and growth
- Genuine lifestyle balance, including a 9‑day fortnight and 5 weeks of annual leave
- Access to robust compliance and paraplanning support and an established client base
Location
Mackay offers an outstanding balance between career opportunity and family lifestyle, with a relaxed coastal environment and strong services.
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