Job Description
Senior Financial Adviser | $160K–$180K + Super + Bonus | Equity Pathway
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Take the next step in your career with a genuine pathway to equity
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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?
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Our client is a growing and highly regarded financial services business in Sydney, looking for a Senior Financial Adviser to join their team.
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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.
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What's On Offer
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$160,000–$180,000 + Super + Bonus
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Full onshore back-office support
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Genuine pathway to equity
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Clear progression into leadership
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Quality and growing client base
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Supportive, professional team environment
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Opportunity to build a long-term career within the business
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About the Role
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You'll be responsible for managing and developing client relationships while delivering high-quality, holistic financial advice.
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Your role will include:
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Managing and growing an established client portfolio
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Developing tailored financial strategies based on client goals
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Providing advice across investments, superannuation, retirement, insurance and wealth creation
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Conducting regular client reviews and maintaining strong relationships
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Identifying opportunities to grow existing client relationships and generate recent business
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Working closely with the support team to deliver an exceptional client experience
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Maintaining strong compliance and professional standards
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About You
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We're looking for an experienced Adviser who is confident with clients, commercially minded and ambitious about their future.
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You will ideally have:
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2–5+ years' experience as a Financial Adviser
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Strong technical knowledge across financial planning and wealth management
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Relevant qualifications and
licensing/accreditation
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Excellent communication and relationship-building skills
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A strong client‐first approach
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High attention to detail and sound commercial judgement
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Experience with financial planning software
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Business development experience will be highly regarded
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Why Make the Move?
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This isn't simply another Financial Adviser position.
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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.
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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.
#J-*****-Ljbffr

📌 Financial Adviser - Existing Book (New South Wales)
🏢 Cartwright Jones
📍 New South Wales