Hybrid Senior Private Client Advisor - Wealth Planning

Equity Trustees; Adelaide; Hybrid; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Remuneration package

Wellness program

Volunteer program

Parental leave

Estate planning discounts

CBD location

Hybrid work

Job summary

Equity Trustees in Adelaide seeks an experienced Financial Adviser to lead Private Client advisory, guiding beneficiaries through estate administration with wealth insights and tailoring holistic strategies. You will build relationships with clients and internal partners to grow a sustainable advisory portfolio.

You will collaborate across Estate Management and other units, ensuring high compliance and delivering trusted, long-term advice for clients and their families.

Qualifications

• At least five years' experience as a Financial Adviser.
• Proven ability to deliver high-quality financial advice and strong client outcomes.
• Ability to build trusted client relationships, generate and convert opportunities.
• Experience collaborating across teams to create referral opportunities.
• Strong knowledge of wealth management, superannuation, investments, and retirement planning.

Responsibilities

• Guide beneficiaries through estate administration with wealth management insight.
• Grow the Private Client advice offering in Adelaide through relationship-led development.
• Partner with Estate Managers to identify opportunities and support clients through life events.
• Deliver holistic wealth management, investment and strategic advice tailored to client goals.
• Build trusted client relationships and connect clients with Equity Trustees’ experts.

Skills

Financial adviser

Client relationship management

Business development

Regulatory compliance

Cross-team collaboration

Portfolio growth

Education

ASIC Financial Adviser Standards

Job description

Equity Trustees in Adelaide seeks an experienced Financial Adviser to lead Private Client advisory, guiding beneficiaries through estate administration with wealth insights and tailoring holistic strategies. You will build relationships with clients and internal partners to grow a sustainable advisory portfolio.

You will collaborate across Estate Management and other units, ensuring high compliance and delivering trusted, long-term advice for clients and their families.