Financial Adviser

Wealth Peak Financial Advice; North Sydney Council; On-site; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Professional development support

Office near North Sydney station

Job summary

Wealth Peak Financial Advice in North Sydney is expanding and seeks an experienced adviser to join a wealth-only role (no risk advice) to grow with us and manage established client base alongside Senior Adviser.

You'll deliver high-quality strategic advice across superannuation (including SMSFs), retirement planning, investments, borrowing-to-invest, cash flow and debt management; build relationships with clients and referral partners; participate in client meetings across NSW.

Qualifications

• Minimum 2 years' experience as a financial adviser in wealth management.
• Registered with ASIC as a relevant provider with a clean record.
• Meet all education and professional standards, including an approved qualification, the Financial Adviser Exam and ongoing CPD.
• Strong client relationship skills and professional presence.
• Proactive mindset and drive to grow with the team.

Responsibilities

• Deliver high-quality strategic financial advice and ongoing service to clients.
• Develop and present advice strategies across superannuation, retirement planning, and investments.
• Build relationships with clients, referral partners and colleagues.
• Attend client meetings and networking events; travel NSW offices ~2 days per month.
• Contribute ideas to the growth of the business.

Skills

Wealth management experience

Client relationship management

Networking

Education

ASIC-Registerable provider

Financial Adviser Exam

CPD compliance

Job description

Wealth Peak is a specialist financial advice practice in North Sydney, a few minutes' walk from the station. We work with a diverse range of clients, including business owners, professionals with complex financial needs, and retirees, supported by a strong network of referral partners. We're in a growth phase and looking for an experienced adviser to grow with us.

The Opportunity

This is a wealth-only Adviser role with no risk advice. You'll work alongside our Senior Financial Adviser to manage an established client base, and you'll have the opportunity manage your own clients. Your clients will include accumulators, pre-retirees and retirees, and you'll join an ambitious, growing team that invests in professional development.

The Role

• Deliver high-quality strategic advice and ongoing service to new and existing clients
• Develop and present advice strategies across superannuation, including SMSFs, retirement planning, investment, including borrowing to invest strategies, cashflow and debt management
• Build strong relationships with clients, referral partners and colleagues
• Attend client meetings, networking events and our offices across NSW approx. 2 days per month
• Contribute ideas to the growth of the business

About You

• At least 2 years' experience as a financial adviser in wealth management
• Registered with ASIC as a relevant provider, with a clean record on the Financial Advisers Register
• Meet all education and professional standards, including an approved qualification, the Financial Adviser Exam and current CPD
• Strong client relationship skills and professional presence
• A proactive mindset and the drive to be part of a growing team

What We Offer

• A very competitive salary package
• A supportive, collaborative team environment
• Support for ongoing professional development and further study
• An office-based role in North Sydney, close to the station