Financial Adviser

vor 2 Wochen

Council of the City of Sydney, Österreich Keegan Adams Vollzeit

The Company Join a privately owned, boutique wealth management firm specialising in ultra-high-net-worth (UHNW) individuals, wholesale investors, and family offices. The firm is renowned for its discretion, tailored strategies, and long-term client partnerships. Their philosophy centres on delivering a premium, high-touch service focused on quality over quantity. The Opportunity This opportunity offers an established client book, enabling you to focus on nurturing deep, trusted relationships and providing exceptional financial advice. You’ll work alongside the Founder, Senior Advisers and Chief Investment Officer, with access to in‑house portfolio management and dedicated CRM support. Key Responsibilities Provide comprehensive financial and investment advice to UHNW, wholesale, and family office clients. Maintain and grow strong client relationships through proactive, personalised service. Collaborate with internal and external experts to develop bespoke wealth management and investment strategies. Ensure compliance with all regulatory and best practice standards. Contribute to the firm’s culture of excellence, integrity, and client‑first advice. About You Previousexperience as a Financial Adviser within private wealth, investment advisory, or family office environments. Relevant degree and financial planning qualifications (e.g. FASEA‑compliant, CFP, or equivalent). Demonstrated success managing a book of sophisticated clients. Passion for delivering a premium, high‑touch advisory experience. Strong communication and relationship management skills. The Benefits Existing client book provided. Attractive remuneration package commensurate with experience. Hybrid work model – Sydney CBD base with flexibility. Collaborative, non‑institutional environment focused on long‑term client outcomes. If you are a seasoned adviser who values independence, depth of client relationships, and a refined approach to wealth management, this role offers an exceptional platform to continue your success. Consultant Alice Pipes Director Reference number : 12476 Profession : Wealth Management Company : Keegan Adams Date posted : 3rd Nov, 2025 #J-18808-Ljbffr

  • Junior Financial Adviser

    vor 2 Wochen

    Council of the City of Sydney, Österreich Discovery Financial Management Vollzeit

    Get 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...

  • Financial Adviser

    vor 3 Wochen

    City of Brisbane, Österreich Apex Financial Services Group Vollzeit

    Apex 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...

  • Financial Adviser

    vor 16 Stunden

    Council of the City of Sydney, Österreich Profusion Group Vollzeit

    Position Title 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...

  • Associate / Financial Adviser

    vor 1 Woche

    Council of the City of Sydney, Österreich Xprt Dev Vollzeit

    home_work Hybrid Posted 1 day ago About us Omura Wealth Advisers is a rapidly growing boutique financial advice business. We have the privilege of working with some of the youngest, highest earning individuals in the country. The opportunity Due to excessive new client demand, we are looking for a new Associate / Adviser to accept and service new clients....

  • Financial Adviser

    vor 4 Wochen

    Council of the City of Sydney, Österreich Australian Retirement Trust Vollzeit

    Join to apply for the Financial Adviser role at Australian Retirement Trust Location: Sydney January 2026 start! Why join us? You’ll get 14% super as standard, to help your future come alive. Unleash your potential and build a career to be proud of through excellent training and development opportunities. Balance your work between in‑person days at our...

  • Financial Adviser

    vor 16 Stunden

    Council of the City of Sydney, Österreich Australian Retirement Trust Vollzeit

    Overview Join to apply for the Financial Adviser role at Australian Retirement Trust. Location : Sydney Start : January Why join us? You'll get 14% super as standard, to help your future come alive. Unleash your potential and build a career to be proud of through excellent training and development opportunities. Balance your work between in-person days at...

  • Financial Adviser

    vor 3 Wochen

    Council of the City of Sydney, Österreich Findex Vollzeit

    Are you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We’re seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients. If you thrive on engaging with clients, building strong...

  • Financial Adviser

    vor 4 Wochen

    Newcastle City Council, Österreich Ellis Bates Financial Advisers (now Shackleton) Vollzeit

    Join to apply for the Financial Adviser role at Ellis Bates Financial Advisers (now Shackleton) Newcastle Role Objective Deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their financial objectives and to drive new business from existing clients and acquisitions. Key...

  • Financial Adviser

    vor 3 Wochen

    Council of the City of Sydney, Österreich ClearCompany Vollzeit

    Overview Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing,...

  • Financial Investment Adviser

    vor 2 Wochen

    Council of the City of Sydney, Österreich Partners Innovation Group Pty Ltd Vollzeit

    Company Overview Partners Innovation Group Pty Ltd, trading as WISR FINANCIAL, established in 2019, is experienced in providing business consulting, investment management, and corporate advisory services. Our company focuses on identifying and supporting innovative business opportunities across various industries, helping enterprises enhance operational...