Senior Financial Adviser – HNW | $160K-$180k + Bonus + Equity
Your own HNW book of ****** clients averaging $10K–$20K in fees, with a path to part-ownership.
Our client is a respected, growing private wealth practice in the Sydney CBD.
They're looking for a Senior Financial Adviser to take over an established book of ****** high-net-worth clients.
Fees average $10K–$20K per client per year.
Referrals keep arriving, and full onshore support leaves you free to advise.
There is also a genuine pathway to equity partnership.
If you've been waiting for the right move, this could be it.
What's on offer
An established HNW book: ****** engaged clients with average fees of $10K–$20K per year
Salary and bonus: $160K–$180K+ base plus super, plus a performance bonus.
The package is negotiable for an exceptional candidate.
A genuine equity pathway: progress into leadership and partnership
Warm referrals: introductions from accountants, existing clients and professional partners, with no cold calling
Full onshore support: a dedicated paraplanning and client services team
A Sydney CBD office close to public transport
The role
You'll provide strategic wealth management advice to high-net-worth individuals, families and business owners.
Your work will cover:
Family and discretionary trust structures, with advice across multiple entities
SMSF strategy, including contributions,



accumulation and retirement phase
Construction and ongoing management of direct equity portfolios
Retirement, succession and estate planning
Wealth protection and risk insurance
You'll deepen relationships with an established client base, run annual reviews, and work alongside clients' accountants and lawyers.
You'll also convert warm referrals into long-term clients.
As the practice grows, you'll help shape where it goes next.
About you
Solid experience as a Financial Adviser or Financial Planner, ideally with HNW or private wealth clients
Strong technical knowledge of trusts, SMSFs and direct equities
Listed on the Financial Advisers Register (FAR), with qualifications that meet the ASIC education standard
A proven ability to build trust, retain clients and convert referrals
Confidence working alongside accountants, lawyers and other professionals
The ambition to become an owner, not just an employee
Why this role is worth a conversation
A book of this size and quality, fees at this level, and a real path to equity rarely come together in one role.
If you're thinking about where your career will be in three to five years, this is an chance worth exploring.
All enquiries are handled in complete confidence.
Your current employer will never hear about it from us.
#J-*****-Ljbffr

📌 Senior Financial Adviser – Hnw | $160K-$180K + Bonus + Equity (New South Wales)
🏢 Cartwright Jones
📍 New South Wales