Financial Advisor

Local relationships. National capability.

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.

The role

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.

About you

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.

Why consider it?

• 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

Find out more

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.