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 $160Kβ$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.