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Financial Advisor

Tanggram - Melbourne, VIC

Banking & Finance
Source: uWorkin



We are now seeking one experienced financial advisor to lead our wealth management team. This position will see you building great relationships with HNW clients, delivering personalised investment solutions to help clients work toward their long-term financial goals.


As a member of Fintech Australia, Tanggram is a smart personal wealth app that helps Australian young people earn money in a breeze. With our advanced algorithm and unique UX&UI, Tanggram app provides Australians an innovative way to invest while they shop.

Tangram is part of the Evertang Group, founded in 2013, with rich experience in providing personal financial services to retail and wholesale investors across Australia and overseas. Services across strategic wealth management, superannuation, risk insurance and taxation. 


  • Providing tailored financial planning advice to clients.
  • Taking over existing ongoing advice relationships, building trust and delivering timely review and consistent advice.
  • Bringing new leads with professional advice and strong communication skills. 
  • Working with the team to develop good relationships with third party business partners to secure business collaborations.
  • Working with the marketing team to deliver seminars, webinars and other campaigns for brand awareness.
  • Preparing documents in compliance with current legislation under ASIC.


  • Bachelor's degree in Finance or related field.
  • 3+ years' of industry experience, with an up-to-date understanding of compliance procedures.
  • Pay attention to details and always put the client's interest as priority.
  • Strong understanding of the investment business and environment.
  • Excellent interpersonal skills and leadership skills.


This is an opportunity to work in a successful and expanding business environment with a bright career path and friendly colleagues. You will lead the wealth management team not only to help HNW people manage their wealth, but also have the opportunity to contribute in building investment strategies in the Tanggram App. If you are confident, reliable, and have a willingness to take challenges, join us to lead the innovation of fintech! 

An attractive remuneration package along with your experience is on offer, as well as the employee option scheme available to the right person who can demonstrate alignment to company goals. 

Application closes 19th April 2021. 

We strongly encourage you to apply even if you don’t tick all the boxes of the listed requirements. We appreciate applicants who are looking for a change and we are willing to connect with more advisors! Feel free to email your CV to hr@tanggram.com.au. Looking forward to hearing from you!