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Financial Adviser Medical Industry SpecialistFinancial Adviser Medical Industry Specialist1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Specialist WealthFinancial Adviser | Medical Industry SpecialistAbout Specialist WealthSpecialist Wealth is a boutique financial planning firm with over 85 years of combined experience, dedicated to helping medical, dental, and veterinary professionals across Australia achieve their financial goals. We offer highly tailored advice and holistic solutions designed for the unique challenges healthcare professionals face throughout their careers.The OpportunityWe are expanding and seeking an experienced Financial Adviser to join our team. Youll deliver comprehensive financial advice to a range of clients, focusing on doctors, dentists, and veterinarians and supporting them through every stage of their personal and professional journey, from graduate to practice owner and beyond.Key ResponsibilitiesBuild and manage trusted long-term client relationshipsConduct comprehensive financial assessments and design customised financial plansProvide advice across:Wealth accumulation & investment managementSuperannuation & SMSFsBusiness structuring & practice acquisition financeDebt consolidation & structuring (with lending team)Personal insurance & risk managementCollaborate with internal lending, accounting, and compliance teamsContribute to business development via referrals, networking, and eventsEnsure full compliance with ASIC, licensee, and internal policy obligationsMaintain detailed client records and provide ongoing plan reviewsEducate and empower clients to make informed financial decisionsOversee compliance standards and assist in process improvementContribute to marketing, client engagement, and event initiativesAbout YouRegistered on the Financial Adviser Register (FAR) or equivalentFASEA-approved qualifications35+ years experience providing holistic advice (medical or professional clients highly regarded)Expertise across investments, tax planning, superannuation/SMSFs, estate planning, and business structuringExcellent communication, interpersonal and relationship-building skillsStrong problem-solving mindset with client-first focusExceptional attention to detail in advice, analysis, and documentationProficient in Microsoft Word, Excel, Outlook; Xplan experience is desirableCommitment to ongoing learning, professional growth, and ethical advice deliveryWhat We OfferCompetitive salary package + attractive performance incentivesOpportunity to specialise in the fast-growing healthcare advice nicheWork with experienced mentors and a highly collaborative internal teamOngoing professional development and education supportSupportive and values-driven cultureOffice located in St Leonards, close to public transportReady to take the next step?If you''re passionate about delivering exceptional financial advice and want to grow your career within a collaborative, client-focused boutique firm, wed love to hear from you. 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