Royale Wealth logo

Financial Advisor

Royale Wealth
Department:Marketing
Type:HYBRID
Region:Melbourne
Location:Melbourne, Victoria, Australia
Experience:Entry level
Estimated Salary:A$60,000 - A$80,000
Skills:
FINANCIAL PLANNINGRETIREMENT PLANNINGWEALTH MANAGEMENTINVESTMENT STRATEGIESTAX MINIMIZATIONRISK PROTECTIONDEBT REDUCTIONPROPERTY INVESTMENTSUPERANNUATION GROWTH
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Job Description

Posted on: October 19, 2025

Company Description Royale Wealth is an independent financial services firm dedicated to providing unbiased and honest financial guidance. Our mission is to help Australians understand how their money can work harder for them by creating tailored financial strategies that align with individual goals. We offer a holistic suite of services, including tax minimization, debt reduction, risk protection, investment strategies, property investment, superannuation growth, structured loans, wealth management, and retirement planning. Our experienced financial advisors work closely with clients to set realistic goals and provide clear, simple strategies to achieve them. Role Description This is a full-time hybrid role for a Financial Advisor based in Melbourne, VIC, with some work-from-home options available. The Financial Advisor will be responsible for providing comprehensive financial planning and advice to clients, developing customized financial strategies, conducting client meetings, and continuously managing and reviewing client portfolios. Other tasks include researching financial products, staying up to date with market trends, and maintaining regulatory compliance. Qualifications

  • Strong knowledge of financial planning, retirement planning, and wealth management
  • Proficiency in investment strategies, tax minimization, and risk protections
  • Experience in debt reduction, property investment, and superannuation growth
  • Excellent communication, interpersonal, and client relationship management skill.
  • Relevant certifications such as Certified Financial Planner (CFP) are a plus
  • Ability to work independently and as part of a team
  • Strong problem-solving skills and attention to detail
Originally posted on LinkedIn

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