At a Glance
- Tasks: Manage and develop relationships with high-net-worth clients while providing strategic financial advice.
- Company: Established financial services firm with a people-first culture and strong reputation.
- Benefits: $150k salary, super, bonuses, flexible work, and clear equity ownership pathway.
- Other info: Enjoy a collaborative environment with regular social activities and long-term career growth.
- Why this job: Join a supportive team and build a rewarding career with real ownership opportunities.
- Qualifications: 5+ years as a Financial Adviser with experience in managing HNW client portfolios.
The predicted salary is between 150000 - 150000 $ per year.
An established and highly regarded financial services firm is looking for an experienced Senior Financial Adviser to join its ever-growing organisation. With a team of 25 and a broader network of offices, the business has built a strong reputation for stability, long-term relationships and a genuine people-first culture. As a staff-owned firm with 18 shareholders, there is no immediate acquisition risk, while high-performing advisers have access to a structured pathway towards equity ownership.
This is an opportunity for an experienced adviser to take ownership of a high-quality client base while joining a business that offers genuine long-term career progression.
The Role
You will manage and develop a portfolio of approximately 100–150 clients, predominantly with $1m+ in investable assets. Key responsibilities include:
- Managing and developing long-term relationships with HNW clients
- Providing comprehensive strategic financial advice
- Managing a portfolio of approximately 100–150 clients
- Building and maintaining strong client relationships
- Identifying opportunities to grow and deepen existing client relationships
- Working collaboratively with the wider advice and support team
- Contributing to business development and networking initiatives
- Developing expertise in direct equities, with support available for advisers looking to build their knowledge in this area
About You
The ideal candidate will have:
- 5+ years' experience as a Financial Adviser
- Proven experience working with HNW clients, ideally with $1m+ portfolios
- Strong technical advice and client relationship skills
- A genuine interest in or experience with direct equities
- A commercial mindset and desire to contribute to business growth
- Strong communication and networking skills
- An interest in long-term career progression and eventual equity ownership
Why Join?
- $150k + Super + Bonus
- Flexible working arrangements with 1 mandatory WFH day
- Clear pathway to equity ownership
- Staff-owned business with 18 shareholders
- Established team of approximately 25 staff
- Average employee tenure of 10+ years
- Strong internal culture with regular external social and team activities
- Established client generation through sponsorships, BD programs, networking groups and long-standing personal relationships
- Opportunity to build a long-term career within a business that rewards performance and ownership
Financial Advisor employer: Andersen Partnership
Join a leading Top 20 Accounting firm in the heart of Sydney CBD, where you can thrive in a collaborative and supportive environment. With a strong emphasis on work-life balance, ongoing professional development, and a diverse client portfolio, this firm offers an exceptional opportunity for growth and meaningful engagement in your audit career. Experience a culture that prioritises wellbeing and teamwork, making it an ideal place for professionals seeking both personal and professional fulfilment.
