Job Description
Private Wealth Adviser - Wholesale Advice
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Our Clients: Join a leading Australian wealth management and investment advice firm with a strong reputation for delivering high-quality, highly personalised advice to successful individuals, families and organisations.
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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.
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The Role
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Manage and grow a high-quality portfolio of clients, delivering strategic and highly personalised financial advice
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Build long-term client relationships and identify opportunities to deepen relationships and expand the services provided
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Develop recent business through skilled networks, referrals, industry relationships and market engagement
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Collaborate with Investment Strategy, Philanthropy and other specialist teams to deliver integrated advice and investment solutions
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Represent the firm through client events, industry forums, thought leadership and networking opportunities
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Mentor and support Associates and other Advisers, contributing to the firm's culture and professional development
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About You
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5+ years experience as a Financial Adviser; wholesale experience essential
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Strong technical knowledge across investments, portfolio construction, financial planning and risk management
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Excellent communication and relationship-building skills
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Strong understanding of regulatory and compliance requirements
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Commercial, entrepreneurial mindset with the confidence to represent the firm in the market
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Benefits
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Work with Australia's largest independent wealth management firm
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Equity Opportunity
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Work with an established book of clients
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Hybrid Working Arrangements
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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