Private Wealth Adviser | HNW Clients | Equity Pathway

- Genuine flow of HNW clients – Established referral relationships, solid brand.

- Exceptional support – Work alongside 7+ experienced Advisers, backed by high performing paraplanning and implementation teams.

- Equity – 60% of Advisors own equity in the firm. An established equity pathway exists if of interest.

The Opportunity

Boston Stanley is partnering with one of Perth's leading private wealth firms to appoint a Private Wealth Adviser.

The firm advises high-net-worth families, business owners, executives and retirees, with an average annual client fee of approximately $20,000. The model is deliberately built around fewer, deeper client relationships and comprehensive advice rather than high-volume portfolio management.

Importantly, the business is growing. Revenue has increased by more than 15% per annum for each of the past three years, creating genuine opportunities for Advisers to build their own client portfolios from new client inflow.

Why This Opportunity Stands Out A genuine pathway to ownership

Equity isn't simply discussed as a future possibility. Approximately 60% of the firm's Advisers currently hold shares in the business, making ownership an established part of the firm's career model.

Inbound Lead Flow

New clients are actively entering the business. Leverage existing relationships and enjoy the benefit of a strong brand presence in the market.

Maximise Client-Facing Time

Capable paraplanning and implementation teams, supported by best practice technology solutions, remove much of the non-client-facing administrative burden from Advisers.

The model is designed to allow you to focus your time where it adds the most value – with clients.

Investment in your development

Career development is actively supported and funded. In addition to an annual professional development allowance, the firm provides financial support for relevant additional education and qualifications.





Flexibility without compromising your career The firm supports flexible working hours and work-from-home arrangements, providing genuine flexibility within a high-performing professional environment.

A business where Advisers stay

Adviser turnover has been zero over the past three years. The firm has also recently received a workplace award based substantially on anonymous employee feedback.

Who We're Looking For

We're interested in speaking with authorised Advisers who want to continue developing within a sophisticated private wealth environment.

You are likely to be someone who:

- Places a high value on long-term client relationships and quality advice

- Enjoys working with more complex HNW clients and families

- Wants to continue developing technically and commercially

- Values being surrounded by capable, experienced colleagues

- Is ambitious about building a client portfolio and potentially becoming an owner of the business

- Wants the infrastructure and support to spend more of their time with clients

You don't need to bring a client book.

What matters more is your ability to build trusted relationships, provide high-quality advice and develop into a long-term contributor to the firm.

Earlier-Career Advisers

Seperate to the above, the firm is also interested in hearing from newly qualified Advisers and those approaching completion of their Professional Year.

For someone earlier in their Adviser career, the combination of structured mentoring, two-Adviser client meetings, a high-calibre advice team and dedicated paraplanning and implementation support provides an excellent environment to develop into a highly capable Private Wealth Adviser.

Interested?

This is a confidential search being managed by Boston Stanley Executive Search.

If you're interested in understanding the opportunity, remuneration and longer-term pathway, contact Ben Stokes at Boston Stanley for a confidential discussion.

There is no expectation that an initial conversation progresses any further.

Referral: If the opportunity isn't right for you but you know someone who may be suitable, Boston Stanley offers a $2,000 referral fee for a successful appointment.

📌 Financial Advisor - HNW Focus (Perth)
🏢 Boston Stanley Recruitment Services
📍 Perth