Description

The Business

Our client is a privately-owned, national wealth management and advisory firm with a multi-decade track record advising high-net-worth individuals, business owners, and families across Australia.
Operating under a distinctive total-balance-sheet approach Advisers guide clients' broader financial and life goals, including estate planning, wealth preservation, and business succession. With a strong internal culture built around clearly defined values and an advice philosophy applied consistently across its national network, this is a business for advisers who want to work with sophisticated clients and take genuine ownership of long-term client relationships.

The Opportunity

The team is looking for an experienced Financial Adviser to join in their Sydney CBD office. As part of a well-supported business, this Adviser will join a team of community-driven professionals with a client-first mindset. With an existing book of high-value, complex clients, the ideal Adviser will be confident in managing HNW relationships, with a long-term career ambition to succeed within the industry.

The Role
Understanding clients’ immediate needs, long term objectives and level of comfort with risk
Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy
Provide quality and trusted financial advice
Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
Ensuring accuracy and compliance of client files and advice documentation
Assist providing guidance and technical direction to paraplanners and implementation staff
About You
5~ years of experience in Financial Advisory
Experience working with HNW individuals an advantage.
Be passionate about servicing clients and interested in an opportunity for the long term.
FASEA approved qualifications.
Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest.
Strong sense of professionalism and a client-centric approach.
Highly motivated with an ability to generate referrals from existing client base.
Organisational and prioritisation skills.
Fast-paced, dynamic environment.