Financial Advisor (Equity Opportunities | 4-Day Work Week | Hybrid Work Model)

Andersen Partnership; Sydney; Hybrid; AUD 80,000 - 120,000; Full time

Job summary

An established firm in Sydney is seeking a Senior Financial Adviser to join their team. This is a unique opportunity to fast-track your career to Director level while managing a diverse portfolio of clients. The firm is known for its commitment to excellence and sustainable growth, offering a competitive remuneration package, equity options, and a flexible 4-day work week. With a focus on long-term staff development and a collaborative environment, this role promises to be both rewarding and impactful. If you're ambitious and ready to take the next step in your career, this position is perfect for you.

Benefits

Equity options

Attractive bonus structure

Flexible work week

Work from home flexibility

Long service recognition

Regular team and social events

Qualifications

• Minimum of 2 years’ experience as a Financial Adviser.
• Fully qualified and compliant with industry requirements.

Responsibilities

• Manage your own portfolio of clients while driving business growth.
• Work closely with the leadership team to reach Director level.

Skills

Financial Advising

Client Engagement

Technical Knowledge

Education

Financial Planning Certification

Bachelor's Degree in Finance

Job description

Financial Advisor ((Equity Opportunities | 4-Day Work Week | Hybrid Work Model))

The Andersen Partnership is proud to be partnering with a highly regarded Wealth Management and Accountancy firm in Sydney to recruit a Senior Financial Adviser.

About the Opportunity

This is a unique chance to join an established firm on a clear path to equity and senior leadership. You’ll be fast-tracked to Director level, working closely with the leadership team to drive business growth while managing your own portfolio of clients.

About the Company

Our client is a respected name in the Sydney financial landscape, servicing a broad client base of over 450 clients. With a reputation for excellence and innovation, the firm is focused on sustainable growth and long-term staff development.

What We’re Looking For

• Minimum of 2 years’ experience as a Financial Adviser
• Fully qualified and compliant with industry requirements
• Strong technical knowledge and a passion for client engagement
• Ambition to grow within a leadership-focused environment

What’s on Offer

• Competitive, market-leading remuneration package
• Equity options available in the near term
• Attractive bonus structure
• Flexible 4-day work week initiative in progress
• Work from home (WFH) flexibility
• Long service recognition and bonus
• Regular team and social events

Interested? Get in touch with Matthew Woods for a confidential discussion:
[emailprotected]