← Back to opportunities
About the Role
Financial Adviser | HNW Portfolio (Sydney CBD)
- Sydney CBD
- Full Time
- Established Wealth Business
The Company
A premium, self-licensed financial services firm in the Sydney CBD is looking for an experienced Financial Adviser to take over an established portfolio of approximately 50 wholesale and High Net Worth (HNW) clients.
This role focuses entirely on advice quality and relationship management. You will be backed by a full internal support team, including investment, compliance, paraplanning, and administration specialists.
The Role
- Portfolio Management: Act as the primary adviser for 50 wholesale/HNW clients, managing all regular reviews and touchpoints.
- Strategy & Advice: Deliver holistic advice across superannuation, retirement, SMSFs, trusts, and tax-aware strategies.
- Portfolio Oversight: Collaborate with the internal investment team to manage direct equities, managed funds, and platform in...
Ready to Join Through a Referral?
Apply now and get connected directly with the hiring team
Apply for this Position