Associate Financial Adviser – Your Pathway to Full Advice Sydney CBD | $100k–$120k + Super + Bonus | Flexible Working

Why this role is different

Most associate roles keep you stuck in the back office. This one doesn't. You'll be working shoulder-to-shoulder with a lead adviser at a platinum-rated boutique firm, sitting in on client meetings, shaping strategy, and when you're ready starting to manage your own clients. It's a deliberate, structured runway to becoming a fully-fledged adviser.

The firm

A flagship boutique advisory practice in the Sydney CBD. A team of 100. Clients with $2m–$50m in FUM. A reputation for genuinely holistic, boundary-pushing advice and a culture that invests in developing its people, not just keeping them busy.

A typical week

- Providing technical support to your Principal Adviser
- Bridging paraplanning and administration to keep advice moving
- Drafting advice documents and helping formulate client strategies




- Preparing Alternative Strategies & Product Working Papers for Best Interests Duty
- Researching products and building comparisons that genuinely fit client needs
- Attending client meetings and contributing to the conversation
- Gradually taking ownership of your own book of clients

Is this you?

- 3+ years as a Paraplanner or CSM in financial planning
- Technically solid, with a real appetite to keep learning
- Working towards your industry qualifications
- Polished, professional and a confident communicator
- Someone who genuinely cares about getting it right for clients

What you'll get back

A platinum-rated practice. A salary of $100k–$120k + Super + Bonus. Flexible working. And most importantly a clear, mapped-out path from associate to adviser.

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📌 Associate Financial Adviser (New South Wales)
🏢 Cartwright Jones
📍 New South Wales