Senior Financial Advisor

About our business

SMI Financial Solutions is an established, family owned business specializing in financial planning and mortgage broking, offering families a single destination for their financial advice needs. Our focus is to provide personalised solutions based on the client's goals and objectives and deliver them in plain language that anyone will understand.  The team is committed to long-term, trusted relationships, giving clients confidence and peace of mind as they navigate key financial decisions.

We are excited to be growing our team at our new Northern Beaches office, where our existing brand and back office resources will support the establishement of a local network, and a new client base.

About the role

The Senior Financial Advisor is a full-time role responsible for providing comprehensive, client-focused financial advice across areas such as retirement planning, investments, and overall financial strategy. Based in Mona Vale, NSW, this hybrid position combines in-office collaboration with some scheduled work from home.

Day-to-day activities include meeting with clients to assess their goals and circumstances, developing tailored financial plans, and presenting recommendations.  The role also involves staying current with regulatory requirements and market developments, collaborating with internal specialists, undertaking client acquisition activities, and contributing to client experience improvements.

Your skills and experience

Industry standard qualifications (minimum Diploma or Degree in Financial Planning, plus FASEA certificate), and 2-3 years experience in a similar role are required.

In addition, the following skills and qualities will be well regarded:

• Exceptional relationship management and people skills

• Strong financial acumen with knowledge and understanding of economics and the financial industry

• Ability to deliver on time, outstanding, personalised customer service via all methods of communication

• Driven to meet and exceed productivity targets

• Critical thinking and effective decision making ability

• Understanding of regulatory requirements 

• Ability to maintain strong working relationships in both upward and downward directions

Successful candidates will be professionally presented, have exceptional communication skills, show a high level of ethics and integrity and, have strong team player skills.

Benefits and perks

• Competitive salary package commensurate with experience and qualifications

• Performance-based incentives recognising your contribution to business success

• Flexible work arrangements to support a healthy work-life balance

• Opportunities for learning, development and network building within the industry

Apply now

Build something meaningful on the Northern Beaches. This is a rare opportunity to step into a senior advisory role where you can deliver advice that genuinely improves families’ financial confidence—backed by the resources, reputation and support of an established business.

If you are an experienced financial advisor seeking a senior role where your expertise will be valued and your career can flourish, we would like to hear from you. Please submit your resume, cover letter and relevant qualifications to SMI Financial Solutions. We look forward to speaking with candidates who share our commitment to excellence in financial planning and client service.