Financial Adviser

Join a team that values your expertise and ambition.  As a Financial Adviser at Findex, you’ll work closely with clients to guide them toward their financial goals, building meaningful relationships along the way. We support flexible work, including a drive-in, drive-out option from Melbourne, so you can balance city life with contributing to our thriving Ballarat office. This is a full-time, permanent, hybrid role with real opportunities for growth and autonomy.

Your role, your contribution! 

• Collaborate and communicate with clients to understand their financial objectives.     
• Provide strategic financial planning and investment advice. 
• Achieve annual growth and revenue targets. 
• Develop relationships and prospect new opportunities through your strong business development expertise. 
• Service, retain, and deliver solutions to meet client needs. 

The benefits of joining us! 

• Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours.
• Career progression with strong growth opportunities.
• Work as part of a highly regarded team in a collaborative environment.
• Flexible advice role servicing a diverse client base across the region.

What you will bring: 

• Previous experience as an Adviser who has successfully completed the FASEA exam (and are on the Adviser register) or is on track to finishing. 
• Proven track record in delivering comprehensive financial advice across a wide range of client needs.
• Exceptional relationship and stakeholder management skills.
• A positive, proactive and result-orientated focus.

If this role sounds like a good fit - Apply now!  

Our Impact: Why Findex?   

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 & 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.