Private Wealth Adviser - Wholesale Advice

Our Clients: Join a leading Australian wealth management and investment advice firm with a solid reputation for delivering high-quality, highly personalised advice to successful individuals, families and organisations.

We are seeking an experienced Senior Financial Adviserwith wholesale and retail advice experienceto join the team and service an existing client base of HNWI and family offices. You will play a key role in developing client relationships, growing the business and contributing to the firm's market presence.

The Role

- Manage and grow a high-quality portfolio of clients, delivering strategic and highly personalised financial advice
- Build long-term client relationships and identify opportunities to deepen relationships and expand the services provided
- Develop new business through professional networks, referrals, industry relationships and market engagement
- Collaborate with Investment Strategy, Philanthropy and other specialist teams to deliver integrated advice and investment solutions




- Represent the firm through client events, industry forums, thought leadership and networking opportunities
- Mentor and support Associates and other Advisers, contributing to the firm's culture and professional development

About You

- 5+ years experience as a Financial Adviser; wholesale experience essential
- Strong technical knowledge across investments, portfolio construction, financial planning and risk management
- Excellent communication and relationship-building skills
- Strong understanding of regulatory and compliance requirements
- Commercial, entrepreneurial mindset with the confidence to represent the firm in the market

Benefits

- Work with Australia's largest independent wealth management firm
- Equity Opportunity
- Work with an established book of clients
- Hybrid Working Arrangements
- Access to a comprehensive employee benefits and rewards program

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📌 Private Wealth Adviser - Wholesale Advice (New South Wales)
🏢 CANDOR Recruitment
📍 New South Wales