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



referral partners and colleagues
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Attend client meetings, networking events and our offices across NSW approx. 2 days per month
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Contribute ideas to the growth of the business
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About You n
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At least 2 years' experience as a financial adviser in wealth management
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Registered with ASIC as a relevant provider, with a clean record on the Financial Advisers Register
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Meet all education and professional standards, including an approved qualification, the Financial Adviser Exam and current CPD
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Strong client relationship skills and professional presence
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A proactive mindset and the drive to be part of a growing team
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What We Offer n
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A very competitive salary package
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A supportive, team-oriented team environment
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Support for ongoing career development and further study
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An office-based role in North Sydney, close to the station
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📌 Financial Adviser (Sydney)
🏢 Wealth Peak Financial Advice
📍 Sydney