Shadforth Financial Group is seeking an experienced Advice professional to join our Sydney team as an Associate Adviser. You will work with Private Wealth Advisers and SATs to deliver optimal client outcomes, preparing advice documents and attending client meetings to support PWAs.
The role suits someone aiming to become an Adviser, with familiarity in financial planning tools and strong problem-solving capabilities.
Associate Adviser - Private Wealth (Hybrid Work) in Sydney employer: Shadforth Financial Group
Shadforth Financial Group is an exceptional employer, offering a collaborative and supportive work culture in Sale, Victoria, where employees are valued and encouraged to grow. With a strong commitment to professional development, the company provides clear pathways for career advancement, particularly for those aspiring to become Private Wealth Advisers. Joining Shadforth means being part of a prestigious firm with a century-long legacy of helping Australians achieve financial independence, all while enjoying the benefits of a close-knit team environment.
