About the role
Join a top performing boutique wealth advisory business within a leading Australian wealth management group who manage complex, high-net-worth client portfolios, delivering tailored investment, superannuation, and tax strategies.
Manage and grow relationships with HNW clients
Develop advice across structuring, debt recycling, trust distributions, asset protection and wholesale tax and investment strategies
Advise on wholesale investment strategies and portfolio construction
Meet with existing clients, new business leads and referral partners
Prepare detailed, compliant advice with a robust focus on accuracy and client outcomes
Skills & Experience
1–4 years of experience as a Financial Adviser
Sound working knowledge of SMSFs, trusts and companies,



contribution and pension strategies, listed and unlisted investments
Experience with HNW, wholesale or business-owner clients is highly regarded
Benefits
Discretionary bonus linked to individual and business performance
Dedicated paraplanning and administrative support so you can focus on advice
Hybrid flexibility after a successful six-month probation
Annual salary reviews and half-yearly performance appraisals
Access to morning market briefings, industry insights and professional networking opportunities
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📌 Financial Adviser (Sydney)
🏢 Waratah Recruitment Partners
📍 Sydney