About UsBG Private is one of Australia’s leading Accounting, Audit and Advisory firms. Proudly ranked among the AFR Top 50 Accounting Firms nationally, we are recognised as a leading practice in both Melbourne and Sydney. Our team of 16 Partners and 120 staff are committed to excellence and client satisfaction, helping over 7,000 clients achieve their personal and business goals. We are constantly pushing the boundaries with our innovative work practices and cutting-edge solutions and believe in creating a fulfilling and inspiring work environment where our people can thrive. Our CultureAt BG Private, we are committed to continuous development and career progression. Our people are our most valuable asset, and we provide clear pathways for leadership and partnership opportunities. You will be mentored by industry-leading professionals dedicated to your growth and success, with opportunities to collaborate and contribute meaningfully. Our Benefits Up to 16 weeks paid parentalVolunteer and 2 days wellness leave per annumHybrid and flexible working arrangementsBG Skills Academy to accelerate your professional development Financial support for postgraduate studies and paid professional membershipsHealth and wellbeing initiatives, including EAP and annual flu vaccinationsRegular social events, including open bar on Fridays and regular in-house morning teasDiscounted gym membershipsFully reimbursed all-day parking Direct access to partners About The Role We are seeking a dedicated and client-focused Financial Advisor to join our team. In this role, you will provide ethical, compliant, and comprehensive financial advice tailored to individual client needs. You will play a key role in helping clients achieve their financial goals through strategic planning, product recommendations, and ongoing relationship management. Using your technical expertise, a typical week would include:Conduct thorough financial assessments to understand clients’ current financial situations, goals, and risk toleranceProvide comprehensive, compliant, and ethical financial advice aligned with clients’ best interestsProactively identify opportunities to enhance clients’ financial wellbeing and develop customised financial plansRecommend suitable financial products and services that align with clients’ objectives and market conditionsEnsure financial plans remain current and effective through regular assessments and updatesBuild and maintain strong, long-term relationships with clients through regular communication and exceptional serviceRespond promptly to client enquiries and provide ongoing support and educationIdentify and pursue new business opportunities to expand the client base and drive growthEnsure strict adherence to all legislative, regulatory, and professional standardsCollaborate with internal teams to deliver seamless, integrated client service What we are looking for Tertiary Degree in finance, financial planning, business or a related degreeRG146, CFP or other recognised financial planning qualification3-5 years’ proven industry experience as a Financial Advisor Strong knowledge of financial products, investment strategies, and regulatory requirementsExcellent interpersonal, written, and verbal communication skillsHigh ethical standards and a client-first mindsetExceptional time management skills and the ability to prioritise effectivelyHighly organised with strong attention to detailAbility to work collaboratively in a team environmentExperience using XPLAN is highly regarded How to applyWe are looking for talented, driven individuals to join our team and contribute to our continued success. If you are looking for an opportunity to grow professionally, work with exceptional clients, and be part of a team that values excellence, we want to hear from you! Click on the “apply” button below. BG Private…For Today, Tomorrow & Beyond.