Bentley Recruitment in Sydney is seeking a skilled wealth adviser to join a high-performing team managing complex, high-net-worth client portfolios. You will deliver tailored investment, superannuation and tax strategies with strong paraplanning support and a focus on client outcomes.
The role involves meeting clients, onboarding new relationships, and developing strategies across SMSFs, trusts and companies. Hybrid flexibility after probation and growth opportunities are available.
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HNW Wealth Advisor: Tailored Investments & Tax in Sydney employer: Bentley Recruitment
Join a dynamic self-licensed financial advice firm that prioritises employee growth and development, offering a supportive environment for paraplanners to thrive. With a focus on high-quality strategic advice and complex client strategies, you'll have the opportunity to enhance your skills while contributing to meaningful financial outcomes for clients. Located in a vibrant area, the firm fosters a collaborative work culture that values innovation and teamwork, making it an excellent place for those looking to advance their careers in financial planning.
