HNW Wealth Adviser: Equity Path to Ownership in Sydney

HNW Wealth Adviser: Equity Path to Ownership in Sydney

Sydney Full-Time 160000 - 180000 $ / year (est.) On-site
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At a Glance

  • Tasks: Provide strategic wealth advice to high-net-worth clients and manage their investment portfolios.
  • Company: Cartwright Jones, a leading financial advisory firm in Sydney.
  • Benefits: Attractive salary package, bonus potential, and equity pathway to ownership.
  • Other info: Work in a prime CBD location with excellent transport links and support.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Experience in financial advising and strong knowledge of investments and trusts.

The predicted salary is between 160000 - 180000 $ per year.

Cartwright Jones is seeking a Senior Financial Adviser to take over an established HNW client book in Sydney.

You will provide strategic wealth advice to high-net-worth individuals and families, covering trusts, SMSFs and direct equities.

The role offers an equity pathway toward ownership, strong onshore support, and a Sydney CBD office with excellent transport links.

A base salary of $160K–$180K plus bonus is on offer for an exceptional candidate.

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HNW Wealth Adviser: Equity Path to Ownership in Sydney 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.

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Contact Details:

Cartwright Jones Recruitment Team

We think you need these skills to ace HNW Wealth Adviser: Equity Path to Ownership in Sydney

Strategic Wealth Advice
High-Net-Worth Client Management
Trusts Knowledge
SMSF Expertise
Direct Equities Understanding
Client Relationship Management
Financial Planning