HNW Wealth Adviser - Tax & Investment Strategy in Sydney

HNW Wealth Adviser - Tax & Investment Strategy in Sydney

Sydney Full-Time 63000 - 77000 $ / year (est.) On-site
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At a Glance

  • Tasks: Manage and grow relationships with high-net-worth clients while providing tailored financial advice.
  • Company: Leading Australian wealth management group focused on client outcomes.
  • Benefits: Competitive salary, professional development, and supportive team environment.
  • Other info: Collaborative culture with opportunities for career advancement.
  • Why this job: Make a real difference in clients' financial futures with your expertise.
  • Qualifications: Experience in financial advising and strong communication skills.

The predicted salary is between 63000 - 77000 $ per year.

Waratah Recruitment Partners is seeking a Financial Adviser to manage and grow relationships with high-net-worth clients within a leading Australian wealth management group.

You will develop advice across structuring, investment strategies, and tax considerations, with a focus on accuracy and client outcomes.

The role involves meeting with clients and referral partners, delivering compliant advice, and collaborating with paraplanning and admin support.

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HNW Wealth Adviser - Tax & Investment Strategy in Sydney employer: Waratah Recruitment Partners

Join a dynamic and innovative company in the heart of Melbourne's travel and accommodation sector, where your career can flourish in a supportive and collaborative environment. With competitive salaries, flexible working arrangements, and a strong focus on employee wellbeing, this organisation not only values your contributions but also invests in your professional growth. Experience the excitement of being part of a rapidly expanding team that prioritises a customer-first approach and offers unique opportunities for long-term career progression.

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Contact Details:

Waratah Recruitment Partners Recruitment Team

We think you need these skills to ace HNW Wealth Adviser - Tax & Investment Strategy in Sydney

Client Relationship Management
Investment Strategy Development
Tax Planning
Compliance Knowledge
Attention to Detail
Communication Skills
Collaboration