Private Client Wealth Adviser - Relationship Builder

JobAdder Operations Pty; Adelaide; Hybrid; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance discount

Wellness program

Parental leave 16 weeks

Hybrid work environment

Central CBD location

Job summary

Equity Trustees is seeking an experienced Financial Adviser to support the Private Client Advice team in Adelaide, SA. You will guide beneficiaries and clients through life events with holistic wealth management, retirement planning, and bespoke investment strategies.

Reporting to the National Manager, you will build trusted relationships, convert opportunities, and ensure compliant, high-quality client outcomes across estate and wealth planning while collaborating with Estate Management and

Qualifications

• Proven experience as a Financial Adviser of at least five years.
• Demonstrated ability to build trusted client relationships and grow a sustainable portfolio.
• Strong knowledge of wealth management, superannuation, investments and retirement planning.
• Excellent compliance with regulatory obligations.

Responsibilities

• Guide beneficiaries through estate administration and wealth decisions with specialist insight.
• Grow the Private Client advice offering in Adelaide through relationship-led business development.
• Identify opportunities and support clients through significant life events with holistic advice.
• Deliver wealth management and strategic advice tailored to client goals and family circumstances.
• Collaborate with Estate Managers and internal teams to provide seamless advice experiences.

Skills

Financial advisory

Relationship management

Portfolio management

Regulatory compliance

Wealth planning

Education

ASIC Financial Adviser Standards

Tools

Wealth management software

Job description

Equity Trustees is seeking an experienced Financial Adviser to support the Private Client Advice team in Adelaide, SA. You will guide beneficiaries and clients through life events with holistic wealth management, retirement planning, and bespoke investment strategies.

Reporting to the National Manager, you will build trusted relationships, convert opportunities, and ensure compliant, high-quality client outcomes across estate and wealth planning while collaborating with Estate Management and