Associate Financial Adviser – Your Pathway to Full Advice Sydney CBD | $100k–$120k + Super + Bonus | Flexible WorkingWhy this role is differentMost 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 firmA 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 weekProviding technical support to your Principal AdviserBridging paraplanning and administration to keep advice movingDrafting advice documents and helping formulate client strategiesPreparing Alternative Strategies & Product Working Papers for Best Interests DutyResearching products and building comparisons that genuinely fit client needsAttending client meetings and contributing to the conversationGradually taking ownership of your own book of clientsIs this you?
3+ years as a Paraplanner or CSM in financial planningTechnically strong, with a real appetite to keep learningWorking towards your industry qualificationsPolished, professional and a confident communicatorSomeone who genuinely cares about getting it right for clientsWhat you'll get backA platinum-rated practice.
A salary of $100k–$120k + Super + Bonus.
Flexible working.
And most importantly a transparent, mapped-out path from associate to adviser.
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📌 Associate Financial Adviser (New South Wales)
🏢 Cartwright Jones
📍 New South Wales