Senior Financial Adviser – Private Wealth | $180–220k Base + Super | OTE $300–400k
We are retained by a well-regarded financial services firm in Sydney seeking a senior financial adviser to join an established and growing practice. You will benefit from a warm inbound referral pipeline while also having the drive and ability to build your own centres of influence over time.
The Role
This is a dual-engine role. You will service and convert a steady flow of inbound referrals from the firm's established introducer network, while proactively building your own referral relationships and centres of influence. You do not need to arrive with a client book but you do need the commercial instinct and interpersonal credibility to develop one. The firm offers a generous and clearly defined bonus structure directly tied to revenue generated.
Responsibilities
* Service and convert inbound referrals from established referral partners
* Proactively build centres of influence including accountants, lawyers, mortgage brokers and other professional introducers
* Advise across retail and wholesale segments including HNW individuals, family office and sophisticated investors
* Manage ongoing relationships across wealth accumulation, investment strategy and estate planning
* Deliver technically rigorous, tailored advice to clients who expect both depth and discretion
* Represent the firm credibly at the highest level in all client-facing situations
About You
* Experienced financial adviser with a strong track record in HNW or private wealth
* A natural relationship builder you know how to develop and maintain referral partnerships with accountants, lawyers and other professionals
* Comfortable and credible in front of sophisticated and wholesale clients – you have the gravitas to match the room
* Commercially driven with the hunger to grow a book over time
* Technically strong across investment structures, platforms and strategic advice
* FASEA compliant; degree qualified; AFP or CFP preferred
Compensation
* Base: $180,000 – $220,000
* Superannuation
* Generous defined bonus structure tied to revenue
* OTE: $300,000 – $400,000
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