Financial Adviser
Company Overview
Join a national advice group experiencing significant growth, with recent acquisitions expanding their footprint across Sydney, Melbourne, Newcastle, and regional locations. This is a purpose-driven organisation committed to delivering quality advice and long-term client outcomes.
Role Overview
We’re seeking an experienced Financial Adviser to join the Sydney office. You’ll be supported by paraplanners, client associates, and admin staff, allowing you to focus on building trusted relationships and delivering strategic advice across wealth, retirement, and lending.
- Deliver holistic financial advice to a diverse client base
- Engage in strategic discussions and tailor solutions to client goals
- Collaborate with internal portfolio managers for investment construction
- Identify lending strategies and cross-sell opportunities
- Contribute to business growth and client engagement initiatives
- Minimum 3–5 years’ experience delivering holistic financial advice
- Relevant tertiary qualifications + FASEA (or equivalent) compliance
- Strong relationship-building and communication skills
- Commercial mindset with ability to engage in strategic discussions
- Motivated to grow client base and contribute to firm expansion
- Attractive salary package + equity opportunities
- Approx. four support staff per adviser – focus on advice, not admin
- Flexible working model (4 days office, 1 day WFH)
- Annual conferences, social events, and recognition programs
- Career progression in a growing national advice group
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
