Senior Financial Adviser - Immediate Vacancy

Be part of a highly regarded, award-winning advisory business known for putting clients at the centre of everything it does. Based in Wollongong, this self-licensed firm presents an outstanding opportunity for an experienced Financial Adviser to deliver tailored, strategic advice to an established client portfolio.

Supported by strong leadership and a capable back-office team, you'll operate in a collaborative environment that values quality advice and long-term relationships. Alongside immediate professional rewards, the role offers genuine scope for progression within a growing, forward-thinking practice.

The Role:

Manage and service an established portfolio of HNW clients

Deliver comprehensive, tailored strategic financial advice

Develop and implement long-term financial strategies, covering investments, tax, retirement, insurance, SMSF and estate planning





Work closely with clients to assess their financial goals and provide expert solutions

Work with internal referral partners to service potential new clients

The Ideal Candidate:

Minimum of 3-5 years' experience as a Financial Planner

Strong technical expertise in holistic financial advice

Experience with complex strategies, including investments, trusts, and tax planning

What's On Offer:

Join a well-established, high-performing practice with a proven track record

Competitive salary with the chance for substantial performance-based bonuses

Flexible working arrangements

Career Growth Opportunities - Become leader

Outstanding career development opportunities, with clear pathways for growth and advancement

A supportive, close-knit team with experienced onshore support staff

A positive, forward-thinking company culture driven by strong leadership

📌 Senior Financial Adviser (Wollongong)
🏢 Cartwright Jones
📍 Wollongong