In-Demand Financial adviser Jobs in Nunawading Vic

Financial Adviser
coastal advisory australia —Melbourne VIC
- Full-time
- Communication skills
Quick Apply
14d
Financial Adviser
First Financial —Melbourne VIC
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Investment Finance Manager
Virtus Group —Rowville VIC
- $75,387.71 - $176,129.39 a year
- Full-time
- Analysis skills
- In-person
- Communication skills
Quick Apply
10d
Senior Wealth Adviser | Melbourne (Blackburn)
Saward Dawson —Blackburn North VIC
- Full-time
Associate Financial Adviser, Perpetual Wealth
Perpetual Limited —Melbourne VIC
- Full-time
- Financial services
- Work from home
18h
Financial Adviser
Link Group —Docklands VIC
- Analysis skills
- Communication skills
- Parental leave
- Employee assistance program
Senior Adviser
Homes Victoria —Melbourne VIC
- $116,413 - $140,849 a year
- Full-time
- Recruiting
6d
Management Accountant
Sebstainable Pty Ltd T/A KAI2 & CO —Malvern East VIC
- $75,000 - $85,000 a year
- Full-time
- Finance
- Analysis skills
- Bachelor's degree
Quick Apply
19h
Senior Learning Adjustment Adviser
University of Melbourne —Parkville VIC
- $6 - $109,163 a year
- Full-time
- Writing skills
- No degree
- Health insurance
- Parental leave
6d
Investor Services Associate
Australian Unity —Melbourne VIC
- Contract
- Microsoft Excel
- Financial services
- Communication skills
- Health insurance
- Parental leave
10d
Senior Adviser
Department of Families, Fairness and Housing —Melbourne City Centre VIC
- Full-time
- Recruiting
6d
Associate Private Wealth Adviser
UniSuper —Melbourne VIC
- Full-time
- AI
- Communication skills
- Parental leave
Accountant, Business Services
BDO —Melbourne VIC
- Full-time
- Health insurance
- On-the-job training
Senior Financial Advisor
Mercer —Melbourne VIC
- Full-time
- Hybrid work
- Finance
- Master's degree
- Business development
Senior Financial Accountant - Tax Compliance and Reporting
Bank Australia —Collingwood VIC
- Full-time
- Analysis skills
- Leadership
- Communication skills
- Parental leave
- Gym membership
Direct Banker
Bank of Queensland —Melbourne VIC
- Full-time
- Communication skills
- Work from home
- Parental leave
Senior Director, Accounting Advisory
FTI Consulting —Melbourne VIC
- $160,000 - $200,000 a year
- Writing skills
- Microsoft Office
- Finance
- On-the-job training
Business Development Manager, Wealth
PineBridge Investments —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Finance
- Business development
- Health insurance
- Tuition reimbursement
Partner Success Specialist
Figured —Melbourne VIC
- Hybrid work
18h
Senior Business Analyst
HUB24 —Melbourne VIC
- Full-time
- Management
- Administrative experience
- Agile

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Financial Adviser

coastal advisory australia
Melbourne VIC

Quick Apply

Job Details

Permanent | Full-time
14 days ago

Qualifications

Technical support
Communication skills

Full Job Description

Join a business where your focus is advice!

At Coastal Advisory Australia, we believe great financial advice changes lives. As one of Australia's fastest-growing privately owned advice businesses, we're building something different—a national advice firm that combines the resources of a large organisation with the culture and flexibility of a local practice.

We're looking for an experienced Financial Adviser to join our team and take over an established portfolio of existing clients, allowing you to focus on what you do best: building trusted relationships, delivering high-quality advice and helping clients achieve their financial goals.

About the Role

This is an opportunity to inherit an existing client book while continuing to grow your portfolio through referrals, client opportunities and the support of our marketing and business development initiatives.

You'll work alongside experienced Client Service and Technical Support professionals, allowing you to spend more time with clients and less time on administration.

Your responsibilities will include:

Managing and developing an established portfolio of clients.
Building trusted, long-term client relationships.
Providing strategic financial advice across wealth creation, retirement planning, superannuation, investments and personal insurance.
Identifying opportunities to deepen client relationships and deliver additional value.
Working collaboratively with our lending, accounting, aged care and insurance specialists to provide holistic advice solutions.
Maintaining the highest standards of compliance, professionalism and client care.
Contributing to a culture of continuous improvement and collaboration.

About You

You'll be someone who genuinely enjoys helping clients make better financial decisions and values long-term relationships over transactional advice.

You'll also bring:

Current ASIC Financial Adviser registration (or eligibility to provide personal financial advice in Australia).
Relevant qualifications that meet the Financial Adviser education standards.
Strong technical knowledge and advice capability.
Excellent relationship-building and communication skills.
A commercial mindset with a genuine commitment to client outcomes.
A collaborative approach and willingness to contribute to a positive team culture.

Why Coastal?

At Coastal, we've invested heavily in creating an environment where advisers can focus on advice.

You'll benefit from:

An established client portfolio from day one.
Dedicated Client Service and Technical Support teams.
National specialist support across lending, accounting, insurance and aged care.
Modern systems and technology designed to improve adviser efficiency.
A collaborative leadership team that invests in your success.
Ongoing professional development and career progression opportunities.
The opportunity to be part of a growing national business with ambitious plans for the future.

Most importantly, you'll join a business that believes quality advice, exceptional client service and strong relationships are the foundations of long-term success.

Ready to Make an Impact?

If you're looking for an opportunity to step into an established client base, work with an experienced support team and be part of a business that's investing in the future of advice, we'd love to hear from you.

Apply now or contact us for a confidential discussion about how your next career move could be with Coastal Advisory Australia.

Company Overview

At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.

Quick Apply

Refine Your Search

financial adviser jobs in nunawading vic

Financial Adviser

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