Financial Advisor

Job Description

FinEdge Capital is looking for a client-focused Financial Advisor to grow our wealth management practice in Sydney. You will build long-term relationships with private clients, understand their goals and recommend tailored investment and insurance solutions. This hybrid role combines meaningful client work with strong earning potential through commissions. You will use our planning software to model retirement scenarios and illustrate recommendations clearly.

You will conduct financial health checks, prepare personalised plans and review portfolios regularly. We provide full licensing support, warm lead flow and a respected brand behind you. The ideal candidate is trustworthy, empathetic and motivated by helping people secure their financial futures. Advisors who build strong client relationships enjoy exceptional long-term earning potential. You will build a rewarding practice helping clients achieve security, with warm leads and full licensing support provided.

Responsibilities

Meet clients to assess financial goals and risk profiles.
Develop personalised investment and insurance strategies.
Review portfolios and recommend adjustments.
Ensure advice meets all regulatory and compliance standards.
Build a referral network and grow your client base.
Keep accurate records of advice and client communications.

Requirements

Bachelor's degree in finance, business or related field.
2+ years of experience in financial advice or sales.
Relevant Australian financial services licensing (or ability to obtain).
Strong interpersonal and relationship-building skills.
High ethical standards and client-first mindset.
Self-driven with entrepreneurial spirit.

Skills

Financial Planning, Investment Advice, Client Relationship Management, Risk Profiling, Insurance, Superannuation, Compliance, Sales, Portfolio Review, Communication

Benefits

Base salary plus attractive commission structure.
Hybrid working with flexible hours.
Full licensing and training support.
Comprehensive health insurance.
Annual recognition trips for top performers.