Senior Financial Adviser - Immediate Vacancy (Wollongong)

Senior Financial Adviser - Immediate Vacancy (Wollongong)

20 Oct
|
Cartwright Jones
|
Wollongong

20 Oct

Cartwright Jones

Wollongong

Senior Financial Adviser - Immediate VacancyBe 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 clientsDeliver comprehensive, tailored strategic financial adviceDevelop and implement long-term financial strategies, covering investments, tax, retirement, insurance,



SMSF and estate planningWork closely with clients to assess their financial goals and provide expert solutionsWork with internal referral partners to service potential new clientsThe Ideal Candidate:Minimum of 3-5 years' experience as a Financial PlannerStrong technical expertise in holistic financial adviceExperience with complex strategies, including investments, trusts, and tax planningWhat's On Offer:Join a well-established, high-performing practice with a proven track recordCompetitive salary with the prospect for substantial performance-based bonusesFlexible working arrangementsCareer Growth Opportunities - Become leaderOutstanding career development opportunities, with clear pathways for growth and advancementA supportive, close-knit team with experienced onshore support staffA positive, forward-thinking company culture driven by strong leadership
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📌 Senior Financial Adviser - Immediate Vacancy (Wollongong)
🏢 Cartwright Jones
📍 Wollongong

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