Job Description

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

n

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

n

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?

n

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

n

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

n

What's On Offer

n

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

n

About the Role

n

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

n

Your role will include:

n

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




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

n

About You

n

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

n

You will ideally have:

n

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

n

Why Make the Move?

n

This isn't simply another Financial Adviser position.

n

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.

n

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

n

#J-18808-Ljbffr

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