Senior Financial Adviser | $160K–$180K + Super + Bonus | Equity Pathway

Take the next step in your career with a genuine pathway to equity

Are you an experienced Financial Adviser looking for a role where you can earn well, focus on clients and have a genuine opportunity to progress into leadership and equity?

Our client is a growing and highly regarded financial services business in Sydney, looking for a Senior Financial Adviser to join their team.

This is a fantastic opportunity for an Adviser who wants more from their next move — strong remuneration, quality support, career progression and the potential to become an equity partner.

What’s On Offer

- $160,000–$180,000 + Super + Bonus
- Full onshore back-office support
- Genuine pathway to equity
- Clear progression into leadership
- Quality and growing client base
- Supportive, professional team environment
- Opportunity to build a long-term career within the business

About the Role

You’ll be responsible for managing and developing client relationships while delivering high-quality, holistic financial advice.

Your role will include:

- Managing and growing an established client portfolio
- Developing tailored financial strategies based on client goals
- Providing advice across investments, superannuation, retirement, insurance and wealth creation




- Conducting regular client reviews and maintaining robust relationships
- Identifying opportunities to grow existing client relationships and generate new business
- Working closely with the support team to deliver an exceptional client experience
- Maintaining strong compliance and professional standards

About You

We’re looking for an experienced Adviser who is confident with clients, commercially minded and ambitious about their future.

You will ideally have:

- 2–5+ years’ experience as a Financial Adviser
- Strong technical knowledge across financial planning and wealth management
- Relevant qualifications and licensing/accreditation
- Excellent communication and relationship-building skills
- A solid client‑first approach
- High attention to detail and sound commercial judgement
- Experience with financial planning software
- Business development experience will be highly regarded

Why Make the Move?

This isn't simply another Financial Adviser position.

You’ll have the support structure to focus on advice and clients , while having the opportunity to grow with the business and potentially progress into leadership and equity ownership .

If you're an Adviser who is thinking about where your career could be in the next 3–5 years , this is an opportunity worth exploring.

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📌 Financial Adviser - Existing Book (City of Sydney)
🏢 Cartwright Jones
📍 City of Sydney