Financial Adviser

Wealth Peak Financial Advice; North Sydney Council; On-site; AUD 90,000 - 120,000; Full time

Job summary

Wealth Peak Financial Advice in Sydney, NSW, is seeking a qualified Financial Adviser to join our specialist practice focused on wealth management. You will work with an established client base, while taking on new clients from day one, in a growth-oriented firm that values professional development.

The role requires a minimum of 2 years' experience in financial planning, and you will collaborate with a Senior Adviser to deliver tailored solutions while expanding your own client portfolio across

Qualifications

• Minimum 2 years' experience in financial planning/wealth management.
• Education requirements include an approved degree, Financial Adviser Exam and up-to-date CPD obligations.
• Strong client relationship skills and professional presence.
• Excellent verbal and written communication skills.
• Proactive mindset and desire to grow with a dynamic, expanding team.

Responsibilities

• Provide high-quality financial advice and service to new and existing clients.
• Build and maintain relationships with clients, referral partners and colleagues.
• Assist in developing complex advice strategies and recommendations.
• Prepare advice documents and reports.
• Attend client meetings, networking events and visits across NSW and VIC.
• Contribute ideas and energy to the ongoing growth of the business.

Skills

Client relationships

Verbal and written communication

Proactive mindset

Education

Approved degree in finance/related field

Financial Adviser Exam

CPD up to date

Job description

Financial Adviser Wealth Peak Financial Advice•Sydney, NSW, AU

Job Description

We are a specialist financial advisory practice based in North Sydney, just minutes from the station. We specialise in delivering high-quality, tailored advice to small business owners, professionals with complex financial needs, and retirees. Our strong referral network supports our commitment to exceptional service and long-term client outcomes. Our business is in an exciting growth phase, and we are looking for the right person to grow with us.

The Opportunity

This is an excellent opportunity for a qualified and motivated Adviser - with a minimum of 2 years experience in the role - to step into an Adviser role focused exclusively on wealth management (no risk advice). You will be working alongside a Senior Financial Adviser in managing an established client base while also having the opportunity to take on your own clients from day one.

You will work with a diverse client base — including accumulators, retirees, and pre-retirees — and be part of a young, ambitious firm that values professional development and growth.

The Role

• Provide consistent, high-quality financial advice and service to new and existing clients.
• Build and maintain strong relationships with clients, referral partners, and colleagues.
• Assist in the development of complex advice strategies and recommendations.
• Support with the preparation of advice documents and reports.
• Attend client meetings, networking events, and visits to offices across NSW and VIC.
• Contribute your ideas and energy to the ongoing growth of the business.

About You

We are looking for an enthusiastic and motivated professional who is ready to take the next step as an Adviser. To succeed in this role, you will bring:

• a minimum of 2 years' experience in financial planning/wealth management.
• must meet all education requirements, including but not limited to an approved degree, successful completion of Financial Adviser Exam, up to date CPD obligations
• Strong client relationship skills and professional presence.
• Excellent verbal and written communication skills.
• A proactive mindset and desire to be part of a dynamic, growing team.