Sawyer Sourcing is partnering with a leading national, multidisciplinary professional services firm to appoint a Financial Advisor in Albury.
This is an excellent opportunity to build meaningful, face-to-face client relationships while drawing on the expertise, resources and career opportunities of a substantial national organisation.
The focus is on understanding what matters to each client and delivering practical, personalised advice—not transactional product sales.
You’ll manage and develop trusted client relationships, providing advice across areas including:
Superannuation and wealth accumulation
Investments and portfolio management
Retirement and income planning
Personal insurance and risk protection
Wealth structuring and estate-planning considerations
Ongoing portfolio reviews and strategic advice
You’ll also collaborate with specialists from across the firm, strengthen existing relationships and identify opportunities to assist new clients.
We’re interested in speaking with Financial Advisors at different stages of their careers. The position and level of support can be shaped around the experience of the successful person.
You’ll ideally bring:
Experience in financial planning, wealth management or client advisory
The qualifications and education required to provide financial advice in Australia
Strong communication and relationship-building skills
Sound analytical and problem-solving capability
A professional, commercially aware and client-focused approach
A genuine interest in building a long-term career in the Albury region
CFP or other relevant professional credentials will be well regarded but are not essential.
A respected national professional services environment
An established presence in the Albury region
Access to specialists across multiple disciplines
Interesting and varied client relationships
Continued technical and professional development
A collaborative and supportive team
Scope to grow your profile, network and career
For a confidential discussion, contact Dan Sawyer on 0403 899 143
Alternatively, apply through Sawyer Sourcing and Dan will be in touch.
All applications and enquiries will be handled in strict confidence.
Sawyer Sourcing is an employment, Talent Acquisition and recruitment business operating in Albury, Wodonga and Melbourne.
We have years of recruitment experience and possess enormous networks across Albury Wodonga.
Contact Chiquita or Dan for a confidential discussion
