Job Description
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 strong 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 andlicensing/accreditation
Excellent communication and relationship-building skills
A strong 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 chance 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 (New South Wales)
🏢 Cartwright Jones
📍 New South Wales