Senior Financial Adviser - Immediate Vacancy
Be part of a highly regarded, award-winning advisory business known for putting clients at the centre of everything it does. Based in Wollongong, this self-licensed firm presents an outstanding opportunity for an experienced Financial Adviser to deliver tailored, strategic advice to an established client portfolio.
Supported by strong leadership and a capable back-office team, you’ll operate in a collaborative environment that values quality advice and long-term relationships. Alongside immediate professional rewards, the role offers genuine scope for progression within a growing, forward-thinking practice.
The Role:
Manage and service an established portfolio of HNW clients
Deliver comprehensive, tailored strategic financial advice
Develop and implement long-term financial strategies, covering investments, tax, retirement, insurance, SMSF and estate planning
Work closely with clients to assess their financial goals and provide expert solutions
Work with internal referral partners to service potential new clients
The Ideal Candidate:
Minimum of 3-5 years' experience as a Financial Planner
Strong technical expertise in holistic financial advice
Experience with complex strategies, including investments, trusts, and tax planning
What’s On Offer:
Join a well-established, high-performing practice with a proven track record
Competitive salary with the opportunity for substantial performance-based bonuses
Flexible working arrangements
Career Growth Opportunities - Become leader
Outstanding career development opportunities, with clear pathways for growth and advancement
A supportive, close-knit team with experienced onshore support staff
A positive, forward-thinking company culture driven by strong leadership
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Senior Financial Adviser - Immediate Vacancy employer: Cartwright Jones
Join a leading self-licensed boutique practice in the heart of Sydney CBD, where you will play a pivotal role as a Practice Manager within a supportive team of 25. With a strong emphasis on professional development and a collaborative work culture, this position offers you the chance to influence the practice's operations while enjoying the convenience of being next to Wynyard train station. Experience a rewarding career with a company renowned for its exceptional independent advice and commitment to employee growth.
