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Cartwright Jones Pty Ltd
Sydney NSW (Hybrid), New South Wales, Australia
(on-site)
Posted
2 days ago
Cartwright Jones Pty Ltd
Sydney NSW (Hybrid), New South Wales, Australia
(on-site)
Job Function
Financial Planner
Financial Planning
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Financial Planning
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Senior Financial Adviser | $160K$180K + Super + Bonus | Equity PathwayTake the next step in your career with a genuine pathway to equityAre you an experienced Financial Adviser looking for a role where you can earn well, focus on clients and have a genuine opportunity to progress into leadership and equity?Our client is a growing and highly regarded financial services business in Sydney, looking for a Senior Financial Adviser to join their team.This is a fantastic opportunity for an Adviser who wants more from their next move — strong remuneration, quality support, career progression and the potential to become an equity partner.What's On Offer$160,000$180,000 + Super + BonusFull onshore back-office supportGenuine pathway to equityClear progression into leadershipQuality and growing client baseSupportive, professional team environmentOpportunity to build a long-term career within the businessAbout the RoleYou'll be responsible for managing and developing client relationships while delivering high-quality, holistic financial advice.Your role will include:Managing and growing an established client portfolioDeveloping tailored financial strategies based on client goalsProviding advice across investments, superannuation, retirement, insurance and wealth creationConducting regular client reviews and maintaining strong relationshipsIdentifying opportunities to grow existing client relationships and generate new businessWorking closely with the support team to deliver an exceptional client experienceMaintaining strong compliance and professional standardsAbout YouWe're looking for an experienced Adviser who is confident with clients, commercially minded and ambitious about their future.You will ideally have:25+ years' experience as a Financial AdviserStrong technical knowledge across financial planning and wealth managementRelevant qualifications and licensing/accreditationExcellent communication and relationship-building skillsA strong client-first approachHigh attention to detail and sound commercial judgementExperience with financial planning softwareBusiness development experience will be highly regardedWhy Make the Move?This isn't simply another Financial Adviser position.You'll have the support structure to focus on advice and clients, while having the opportunity to grow with the business and potentially progress into leadership and equity ownership.If you're an Adviser who is thinking about where your career could be in the next 35 years, this is an opportunity worth exploring.Apply now via SEEK or call James on 04•• ••• 861 for a confidential discussion
Job ID: 85685004
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