CAREERS AT 5 FINANCIAL

Senior adviser

Our senior advisers bring depth of experience and leadership to the team. In this role, you'll provide complex advice to high-net-worth clients, mentor associate advisers, and help shape the strategic direction of client relationships. It’s a great fit for advisers who thrive on building trust, leading with insight, and delivering exceptional, values-based service.

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Requirements

Extensive experience (5+ years) in providing holistic financial advice
Certified Financial Planner® (CFP®) designation preferred
Demonstrated ability to lead client relationships and mentor junior team members
FASEA compliance and ASIC registration
Experience with complex strategies including SMSFs, intergenerational planning and high-net-worth clients

Skills

Strategic thinking and advanced problem-solving
Confident communicator with executive presence
Ability to foster deep, long-term client trust
Strong leadership and coaching abilities
High integrity and commitment to ethical advice
A team player with a service-first mindset

Ready to take the next step in your career? We’d love to hear from you. Please send your covering letter and resume to Natalia via natalia@5financial.com.au or connect with us on LinkedIn to stay up to date on available roles.