Overview
A well-established financial advisory firm with over 60 years of history is seeking a Financial Adviser to join its growing team in Sydney's Eastern Suburbs. You will join the business to deliver holistic advice to ultra-high-net-worth clients and multi-generational families. The firm is in a strong growth phase and offers a rare opportunity to step into an existing client base while also contributing to long-term succession planning.
The Role
* Manage and develop relationships with HNW / UHNW clients
* Opportunity to inherit an existing client book
* Provide holistic advice across complex advice structures
* Work collaboratively with senior leadership on client strategy
* Contribute to ongoing business growth through referrals and networking
About You
* Experience as a Financial Adviser (open to both junior or senior level)
* Strong technical capability across investments and client structures
* SMSF accreditation
* Completion of FASEA requirments
* Experience with and interest in HNW / complex clients
* Relationship-focused with a long-term mindset
* Business development capability advantageous
What's on Offer
* Competitive salary
* Car park provided
* Clear pathway to future equity participation
* Access to an established, high-quality client base
* Strong referral network and growth pipeline
* Long-term career opportunity within a growing firm
How to Apply
Click 'APPLY' or contact Shauna Callaghan at .
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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