Financial Adviser- Pathway to Partnership
Vor 3 Tagen
Financial Adviser - Pathway to Partnership Strategic Investor Group Sydney, NSW A$120,000-$180,000 p/a On-site Posted 2 days ago Pathway to Partner $120,000 – $180,000 Base + Bonus + Uncapped CommsClear Path to Partnership (2–5 Years)Strategic Investor Group - Sydney CBD Most advisers spend their career inside someone else’s ceiling.At Strategic Investor Group, we’re offering you the chance to own the roof. Who We Are - Strategic Investor Group Strategic Investor Group is a Sydney-based wealth advisory firm integrating licensed financial advice, lending strategy and property buying support into one ecosystem.We Advise. We Lend. We Buy. We’re built on one belief: The right structure and strategy will change your financial trajectory - permanently. We help clients make smarter decisions around lending, property, tax, cashflow and investments so they can grow wealth predictably, sustainably and strategically.We’ve grown through high trust, strong execution and consistent client results, and now we’re scaling. We’re looking for a Financial Adviser who wants to grow with us and help lead the firm. The Opportunity You will: Take ownership of an existing high-quality client book from day one Lead strategy across lending, tax structures, protection and investments Become the first call before a client makes any major financial move Work directly with the founders to shape how SIG scales Mentor, influence and improve our internal advice frameworks Convert warm inbound demand - we have more clients than capacity Step into a commercial, revenue-generating, leadership-track role This is not a maintenance role.This is a strategic seat with a pathway to partnership. About You You are already an adviser and a capable one. You have: 5+ years in the industry , with minimum 2+ years advising clients directly Full FASEA/education pathway completed Strong technical capability and understanding across: Lending structure (IO/P&I, offsets, buffers) Tax structures (such as debt recycling) Goal based advisory conversations Experience with XPLAN or Equivalent Commercial instincts - you spot opportunity early A mindset of ownership over employment A desire to be part of something larger than your current role allows Advisers who are frustrated by limitations, slow-moving firms or low-quality clients will thrive here. What You Get $120–180K base + bonus + uncapped commissions 2–5 year partner pathway with real equity opportunities Direct mentorship from founders and Principal Advisers Strong inbound demand - no cold prospecting A firm built on strategy, clarity and execution - not product pushing If you want comfort, stay where you are.If you want growth, ownership and influence, this is the opportunity. Why Strategic Investor Group? Advice + Lending + Property in one ecosystem Clients who are proactive, growth-minded and financially capable A culture built on high performance, accountability and care Genuine long-term client relationships A real pathway to influence and equity We are creating Australia’s next advisory powerhouse and we want advisers who think like future partners, not employees. How to Apply Forget the generic cover letter.Send us: Where you want to be professionally in 3 years?Why you believe you are a future partner, not just another adviser. Confidential discussions guaranteed. Your career should compound the same way your advice does.If that resonates - let’s talk. About Strategic Investor Group Sydney, NSW, Australia This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying. #J-18808-Ljbffr
-
Financial Adviser: Path to Partnership
Vor 3 Tagen
Council of the City of Sydney, Österreich Xprt Dev VollzeitA leading wealth advisory firm in Sydney is seeking a Financial Adviser who wants to take ownership of clients and lead strategic financial advice. The role offers a base salary of A$120,000 to A$180,000 annually plus bonuses and a clear pathway to partnership. The ideal candidate will have at least 5 years of industry experience, with a focus on lending...
-
Financial Adviser
Vor 3 Tagen
City of Melbourne, Österreich Strategic Investor Group VollzeitThe Property Prophet | Strategic advice, lending & buying, built around your goals. One team. Your plan. DM \"Property\" to unlock your Unfair Property… Most advisers spend their career inside someone else’s ceiling. At Strategic Investor Group, we’re offering you the chance to own the roof. Who We Are Strategic Investor Group is a Sydney‑based...
-
City of Melbourne, Österreich Strategic Investor Group VollzeitA wealth advisory firm based in Sydney is seeking a Financial Adviser to take ownership of existing clients and lead strategic financial advice across lending and investment areas. The ideal candidate has over 5 years of industry experience, strong technical skills, and a desire to influence the firm's growth. This role offers a competitive salary of...
-
Junior Financial Adviser
vor 2 Wochen
Council of the City of Sydney, Österreich Discovery Financial Management VollzeitGet AI-powered advice on this job and more exclusive features. To under-study current adviser in providing comprehensive financial planning and credit advice to an established clientele comprising of respectful and trusting families. We hold our own AFSL for 22 years and ACL since 2010, exercising "best advisory practice" each day, with an open, honest and...
-
Client Service Officer
vor 3 Wochen
City of Brisbane, Österreich Xprt Dev VollzeitClient Service Officer / Associate (Pathway to Adviser) location_pin Melbourne, VIC money_bag A$75,000-$95,000 p/a home_work On-site Posted 1 day ago Professional Year Pathway: Gain access to a structured Professional Year Program to boost your skills and employability in Australia. A defined roadmap to transition into an advisor role, supported by...
-
Associate Financial Adviser
vor 2 Wochen
Gold Coast City, Österreich at VollzeitAssociate Financial Adviser - clear pathway to career growth! Add expected salary to your profile for insights Full time. Gold Coast. Career pathway & mentoring. We're looking for an Associate Financial Adviser who is eager to grow their career in a full-time role, demonstrates initiative, and has the passion to develop into a successful professional. At...
-
Associate Financial Adviser
Vor 7 Tagen
Gold Coast City, Österreich Count Gold Coast VollzeitAssociate Financial Adviser - clear pathway to career growth! Add expected salary to your profile for insights Full time. Gold Coast. Career pathway & mentoring. We're looking for an Associate Financial Adviser who is eager to grow their career in a full-time role, demonstrates initiative, and has the passion to develop into a successful professional. At...
-
Client Service Officer
vor 3 Wochen
City of Brisbane, Österreich Xprt Dev VollzeitClient Service Officer / Associate (Pathway to Adviser) Brisbane, QLD A$75,000-$95,000 p/a On-site Posted 1 day ago Professional Year Pathway: Gain access to a structured Professional Year Program to boost your skills and employability in Australia. A defined roadmap to transition into an advisor role, supported by mentorship and training. Supportive...
-
Client Service Officer
vor 3 Wochen
City of Melbourne, Österreich Berritta Consulting VollzeitClient Service Officer / Associate (Pathway to Adviser) Professional Year Pathway: Gain access to a structured Professional Year Program to boost your skills and employability in Australia. A defined roadmap to transition into an advisor role, supported by mentorship and training. Supportive Culture; Join a collaborative, inclusive team that values your...
-
Financial Adviser
vor 3 Wochen
City of Brisbane, Österreich Apex Financial Services Group VollzeitApex Financial Services Group is dedicated to helping clients achieve their financial goals with tailored advice and exceptional service. Our team simplifies complex financial concepts, ensuring they are clearly understood and actionable. We pride ourselves on fostering long‑term relationships built on trust and expertise. Our mission is to empower clients...