Adviser

Are you a motivated, client-focused Financial Adviser ready to step into an established client portfolio and make it your own? We're seeking an experienced professional to provide strategic financial planning and investment advice to clients in Albury – whether you are locally based, drive in-drive out or are open to relocating.

If you enjoy delivering results, building strong client relationships and making a real impact, this is the role for you!

• Understand and assess client needs through meaningful, ongoing relationships

• Deliver strategic financial planning and investment advice tailored to individual goals

• Identify and develop new client opportunities across Albury and the region

• Meet agreed growth and revenue targets while delivering outstanding client outcomes

• Service and retain your client base by providing solutions that meet their evolving needs

• Collaborate closely with our local team of accountants for a steady flow of referrals

• Flexi Friday: enjoy a compressed working week that gives you every second Friday off, without reducing your salary or hours

• Hit the ground running with an established client book — no cold starts, just meaningful relationships to build on from day one

• Travel expenses paid for your monthly trip to Albury

• Work as part of a highly regarded team in a collaborative environment

• Flexible advice role servicing a diverse client base across the region

• Clearly defined career progression with strong growth opportunity

• Previous experience as a Financial Adviser who has successfully completed the Financial Adviser Exam and is currently registered on the ASIC Financial Advisers Register

• Proven experience providing comprehensive financial advice

• Exceptional relationship and stakeholder management skills

• Demonstrated knowledge and experience of SMSF

• A positive, proactive and result-orientated focus with strong commercial acumen

If this role sounds like a good fit – click on the apply button! We look forward to hearing from you.  For further enquires please contact [email protected]

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we've become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our "Wealth Accountant" and Family Office models. With 2,500 professionals across 90+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

For the Community – The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.

For our Customers – Together, Findex and Crowe champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you're empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference.

For You – At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.

For Diversity and Inclusion – Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.