About Us

Wealth Peak is a specialist financial advice practice in North Sydney, a few minutes' walk from the station. We work with a diverse range of clients, including business owners, professionals with complex financial needs, and retirees, supported by a strong network of referral partners. We're in a growth phase and looking for an experienced adviser to grow with us.

The Opportunity

This is a wealth-only Adviser role with no risk advice. You'll work alongside our Senior Financial Adviser to manage an established client base, and you'll have the opportunity manage your own clients. Your clients will include accumulators, pre-retirees and retirees, and you'll join an ambitious, growing team that invests in professional development.

The Role
Deliver high-quality strategic advice and ongoing service to new and existing clients
Develop and present advice strategies across superannuation, including SMSFs, retirement planning, investment, including borrowing to invest strategies, cashflow and debt management
Build solid relationships with clients,



referral partners and colleagues
Attend client meetings, networking events and our offices across NSW approx. 2 days per month
Contribute ideas to the growth of the business

About You
At least 2 years' experience as a financial adviser in wealth management
Registered with ASIC as a relevant provider, with a clean record on the Financial Advisers Register
Meet all education and professional standards, including an approved qualification, the Financial Adviser Exam and current CPD
Robust client relationship skills and skilled presence
Excellent written and verbal communication
A proactive mindset and the drive to be part of a growing team

What We Offer
A very competitive salary package
A supportive, collaborative team environment
An established client base plus a steady referral pipeline
Support for ongoing professional development and further study
An office-based role in North Sydney, close to the station

📌 Financial Adviser North Sydney
🏢 Wealth Peak Financial Advice
📍 North Sydney