At a Glance
- Tasks: Provide strategic wealth management advice to high-net-worth clients and deepen relationships.
- Company: Respected private wealth practice located in Sydney CBD.
- Benefits: Competitive salary, performance bonuses, equity pathway, and full onshore support.
- Other info: Confidential inquiries welcomed; your current employer won't be informed.
- Why this job: Join a growing firm with an established client base and genuine partnership opportunities.
- Qualifications: Experience as a Financial Adviser with strong technical knowledge of trusts and SMSFs.
The predicted salary is between 160000 - 180000 $ per year.
Your own HNW book of 80–100 clients averaging $10K–$20K in fees, with a path to part-ownership. Our client is a respected, growing private wealth practice in the Sydney CBD. They're looking for a Senior Financial Adviser to take over an established book of 80–100 high-net-worth clients. Fees average $10K–$20K per client per year. Referrals keep arriving, and full onshore support leaves you free to advise. There is also a genuine pathway to equity partnership. If you've been waiting for the right move, this could be it.
What's on offer
- An established HNW book: 80–100 engaged clients with average fees of $10K–$20K per year
- Salary and bonus: $160K–$180K+ base plus super, plus a performance bonus. The package is negotiable for an exceptional candidate.
- A genuine equity pathway: progress into leadership and partnership
- Warm referrals: introductions from accountants, existing clients and professional partners, with no cold calling
- Full onshore support: a dedicated paraplanning and client services team
- A Sydney CBD office close to public transport
The role
You’ll provide strategic wealth management advice to high-net-worth individuals, families and business owners. Your work will cover:
- Family and discretionary trust structures, with advice across multiple entities
- SMSF strategy, including contributions, accumulation and retirement phase
- Construction and ongoing management of direct equity portfolios
- Retirement, succession and estate planning
- Wealth protection and risk insurance
You’ll deepen relationships with an established client base, run annual reviews, and work alongside clients' accountants and lawyers. You’ll also convert warm referrals into long-term clients. As the practice grows, you’ll help shape where it goes next.
About you
- Solid experience as a Financial Adviser or Financial Planner, ideally with HNW or private wealth clients
- Strong technical knowledge of trusts, SMSFs and direct equities
- Listed on the Financial Advisers Register (FAR), with qualifications that meet the ASIC education standard
- A proven ability to build trust, retain clients and convert referrals
- Confidence working alongside accountants, lawyers and other professionals
- The ambition to become an owner, not just an employee
Why this role is worth a conversation
A book of this size and quality, fees at this level, and a real path to equity rarely come together in one role. If you're thinking about where your career will be in three to five years, this is an opportunity worth exploring. All enquiries are handled in complete confidence. Your current employer will never hear about it from us.
Senior Financial Adviser 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.
