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 prospect 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
Robust 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.

📌 Senior Financial Adviser Sydney
🏢 Cartwright Jones
📍 Sydney