Our client

is a respected financial services firm committed to delivering exceptional financial planning and advisory services to our clients. They pride themselves on client-centric approach, professional expertise, and commitment to helping individuals and businesses achieve their financial goals.

The team is dedicated to providing tailored solutions and building lasting relationships with those we serve.

About the role

We are seeking an experienced Financial Adviser to join a growing team in Sydney NSW. This is a full-time position that offers an excellent opportunity to make a significant impact within the organisation. As a Senior Financial Adviser, you will be responsible for delivering comprehensive financial planning services to a diverse client base, leveraging your expertise to provide strategic advice and solutions.

Key responsibilities

Conducting comprehensive financial needs analyses for clients to understand their financial objectives and circumstances

Developing and implementing tailored financial plans that align with clients' long-term goals

Providing strategic advice on investments, superannuation, insurance, tax planning and retirement strategies

Building and maintaining strong client relationships through regular review meetings and ongoing communication

Ensuring compliance with relevant financial services regulations and internal policies





Identifying opportunities to expand client relationships and manage a growing client portfolio

Collaborating with team members and support staff to deliver seamless client service

What we're looking for

Minimum of 2-5 years' experience as a financial adviser or in a related financial planning role

Strong knowledge of financial planning principles, investment strategies, superannuation and tax-effective wealth planning

Current or ability to obtain relevant financial services licenses (such as Australian Financial Services Licensee accreditation or equivalent professional qualifications)

Demonstrated ability to build and maintain strong client relationships and deliver exceptional customer service

Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly

Strong analytical and problem-solving abilities with meticulous attention to detail

Proficiency with financial planning software and general IT systems

A professional demeanour and commitment to ethical business practices

Experience in business development and client acquisition is highly desirable

Tertiary qualifications in finance, accounting or business are preferred

What we offer

Full Back office support onshore

$160-170k + Super salary + Bonus

Genuine Prospect to equity

Career pathway to leadership

#J-18808-Ljbffr

📌 Financial Adviser - Immediate Vacancy (Sydney)
🏢 Cartwright Jones
📍 Sydney