About the Opportunity
This is an opportunity for an experienced financial adviser or rising talent who understands the value of holistic advice and is looking for more than the constraints of product led advice, legacy systems and insufficient support both to seek new clients and manage the affairs of existing clients.
They are a respected global diversified financial service business who partner with sophisticated Australians - executives, business owners, professionals, and intergenerational families who value strategy, insight, and trusted long-term relationships. The offer is built to support you in delivering just that.
Why advisers have joined:
- No compromise on quality : Advice is strategic, and investment advice led. You’ll work with clients who value your input, not just the process.
- Genuine private client model : Your focus is client outcomes, not compliance red tape or internal product bias.
- Balanced remuneration : An excellent base package and strong incentives. You’re rewarded for value.
- Support, not sales pressure : The team structure includes experienced investment and technical support, enabling you to enhance your strength and relationships.
- Enablement for growth : For established advisers, we offer scale, tools, and cross-referrals. For those stepping up, we offer mentoring, shadowing and onboarding to help you transition with confidence.
- You are a senior adviser registered on the FAR, dealing with HNW clients. You're currently in a private client business or institutional structure and looking to align your advice with a more sophisticated offer and clients.
- Or you’re a wholesale-aligned adviser who enjoys investment advice but wants the balance of financial strategy, family planning and legacy conversations.
- Or you’re delivering great advice in a system that’s no longer built for you or your clients and you’re ready for the next chapter.
- Relevant experience with high-net-worth individuals, families or professionals
- A proven ability to deliver high-quality, compliant, and client-centric advice
- A genuine interest in financial markets, wealth strategy and long-term relationships
- Ideally, an established network and a willingness to continue growing it. The business also has strong referral sources and a structure to support your business development effort.
Confidential discussions welcomed
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 orientations, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
