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 Adviser
with 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
Advantages
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