Senior Financial Adviser - Equity Opportunity Northern Beaches, Sydney

$150,000-$160,000 Super Genuine Equity Pathway

Are you entrepreneurially minded? Have you always wanted to own your own business? This is a rare opportunity to join a growing boutique financial planning practice with a genuine pathway to equity ownership. Don't miss out!

Ready to step into a role where you can help shape the future of a growing financial planning business?

Advice2Talent is partnering with an established boutique financial planning practice on Sydney's Northern Beaches to recruit an experienced Senior Financial Adviser. This is more than just another advisory role. It's an opportunity to join a business in an exciting growth phase, work with high-quality clients, benefit from a strong referral network through an established accounting practice, and, for the right person, progress towards equity ownership.

About the Opportunity:

The practice currently manages an established client base and is entering a significant growth phase, with the acquisition of an additional client book creating an exciting opportunity for an experienced adviser to join the business at the right time.

You will enjoy genuine autonomy while being supported by an experienced Associate Adviser, allowing you to focus on delivering exceptional advice and building long-term client relationships.

The practice utilises BT and Macquarie investment platforms and Xplan, while investment advice documents and Statements of Advice are professionally outsourced, giving you more time to focus on clients rather than administration.

Key Responsibilities:

- Manage and grow an established portfolio of clients.

- Provide strategic advice across:

- Wealth Creation

- Superannuation

- Retirement Planning

- Investment Strategies

- Estate Planning

- Risk Management





- Develop long-term relationships with high-net-worth clients.

- Work towards realistic business development and revenue targets, supported by an established referral network.

- Collaborate closely with the business owner to contribute to the continued growth of the practice.

About You:

We're looking for someone who:

- Is an experienced Senior Financial Adviser with a proven track record.

- Has successfully managed their own client book or portfolio.

- Enjoys working autonomously and taking ownership of client relationships.

- Is commercially minded with a strong client-first approach.

- Is confident working with clients investing $600,000 to $1 million .

- Has excellent communication and relationship-building skills.

- Has experience using Xplan (highly regarded).

Candidates who have previously owned or operated their own financial planning practice, or those seeking a genuine pathway to equity and future business ownership, will be highly regarded.

What's on Offer:

- $150,000-$160,000 Super

- Genuine equity opportunity.

- Boutique, entrepreneurial workplace with minimal bureaucracy.

- Strong referral pipeline through an established accounting practice.

- Dedicated Associate Adviser support.

- Professionally outsourced SOAs and investment advice documentation.

- High-quality clients with significant investable assets.

- Autonomous role with the opportunity to help shape the future direction of the business.

- Long-term career growth within a supportive and progressive practice.

If you're looking for an opportunity to take ownership of your career, work with quality clients, and become part of a growing boutique practice with genuine equity potential, we would love to hear from you.

For a confidential discussion, apply now or email your resume to @advice2talent.com

📌 Senior Financial Adviser (Sydney)
🏢 Advice2Talent
📍 Sydney