Work Arrangement: 4 days in office, 1 day WFH
Equity: Clear pathway to equity ownership
The Opportunity
An established and highly regarded financial services firm is looking for an experienced Senior Financial Adviser to join its ever-growing organisation.
With a team of 25 and a broader network of offices, the business has built a strong reputation for stability, long-term relationships and a genuine people-first culture. As a staff-owned firm with 18 shareholders, there is no immediate acquisition risk, while high-performing advisers have access to a structured pathway towards equity ownership.
This is an opportunity for an experienced adviser to take ownership of a high-quality client base while joining a business that offers genuine long-term career progression.
The Role
You will manage and develop a portfolio of approximately 100–150 clients, predominantly with $1m+ in investable assets.
Key responsibilities include:
- Managing and developing long-term relationships with HNW clients
- Providing comprehensive strategic financial advice
- Managing a portfolio of approximately 100–150 clients
- Building and maintaining strong client relationships
- Identifying opportunities to grow and deepen existing client relationships
- Working collaboratively with the wider advice and support team
- Contributing to business development and networking initiatives
- Developing expertise in direct equities, with support available for advisers looking to build their knowledge in this area
About You
The ideal candidate will have:
- 5+ years' experience as a Financial Adviser
- Proven experience working with HNW clients, ideally with $1m+ portfolios
- Strong technical advice and client relationship skills
- A genuine interest in or experience with direct equities
- A commercial mindset and desire to contribute to business growth
- Strong communication and networking skills
- An interest in long-term career progression and eventual equity ownership
Why Join?
- $150k + Super + Bonus
- Flexible working arrangements with 1 mandatory WFH day
- Clear pathway to equity ownership
- Staff-owned business with 18 shareholders
- Established team of approximately 25 staff
- Average employee tenure of 10+ years
- Strong internal culture with regular external social and team activities
- Established client generation through sponsorships, BD programs, networking groups and long-standing personal relationships
- Opportunity to build a long-term career within a business that rewards performance and ownership
Financial Advisor employer: The Andersen Partnership
The Andersen Partnership is an exceptional employer, offering a dynamic work environment in the heart of Sydney where innovation meets finance. With a strong focus on employee growth, you will have the opportunity to transition into leadership while working closely with the CFO on transformative projects. Our collaborative culture and commitment to professional development ensure that you will thrive both personally and professionally in this exciting role.
