Senior Financial Adviser – Private Wealth, Sydney CBD

A respected and growing private wealth practice in the Sydney CBD is looking for an experienced Financial Adviser to take over an established book of 80 to 100 high-net-worth clients.

This role suits a Senior Financial Adviser, Financial Planner or Wealth Advisor who wants more than a salary. You’ll step into existing client relationships rather than build from scratch. Referrals arrive steadily, a dedicated onshore team handles the paraplanning and admin, and there’s a genuine opportunity to buy into the business over time.

What’s on offer

- Base salary: $160K–$180K+ plus super and a performance bonus (negotiable for an exceptional candidate)

- An established HNW book: 80–100 engaged clients on ongoing fee arrangements.

- A real equity pathway: Progression into leadership and partnership

- Warm referrals only: Introductions from accountants, qualified partners and existing clients, with no cold calling

- Full onshore support: Dedicated paraplanning and client services team

- Sydney CBD location: Close to public transport

The role

You’ll provide strategic financial planning and wealth management advice to high-net-worth individuals, families and business owners, including:

- Family and discretionary trust structures across multiple entities





- SMSF strategy covering contributions, accumulation and retirement phase

- Direct equity portfolio construction and ongoing management

- Retirement, succession and estate planning

- Wealth protection and risk insurance

You’ll run annual reviews, deepen existing relationships, and work closely with clients’ accountants and lawyers. You’ll also convert warm referrals into long-term clients and help shape the practice as it grows.

About you

- Solid experience as a Financial Adviser or Financial Planner

- Strong technical knowledge of trusts, SMSFs and direct equities

- Listed on the Financial Advisers Register (FAR) and meeting ASIC’s education standard

- Proven ability to build trust, retain clients and convert referrals

- Confident working alongside accountants, lawyers and other professionals

Why this role stands out

An established HNW client base, a reliable referral pipeline and a genuine path to equity rarely come together in one role. If you’re thinking about where you want to be in three to five years, this one is worth a conversation.

Strictly confidential. All enquiries are handled discreetly, and your current employer will never hear about it from us.

Apply now via SEEK or call James on 0451 831 *** for a confidential chat.

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