Private Wealth Adviser: Equity Path to Ownership

FAAA; Perth; Hybrid; AUD 150,000 - 190,000; Full time

Benefits offered by this job

Flexible hours

Work-from-home options

Professional development support

Ownership pathway

Job summary

Boston Stanley is partnering with a leading Perth private wealth firm to appoint a Private Wealth Adviser. The role focuses on servicing high-net-worth families, business owners and retirees with a bespoke, relationship-driven approach rather than high-volume trading.

The successful candidate will join an environment that emphasizes deep client relationships, strong paraplanning support, and an established equity pathway for advisers who contribute to growth and ownership.

Qualifications

• Authorised Adviser with capacity to grow within private wealth.
• Ability to build long-term client relationships and provide high-quality advice.
• Experience with complex HNW client needs and family wealth planning.
• Willingness to develop technically and commercially.
• Ambition to build a client portfolio and potentially own the business.

Responsibilities

• Develop and manage client portfolios within a sophisticated private wealth environment.
• Leverage inbound lead flow and existing relationships to grow client base.
• Collaborate with paraplanning and implementation teams to deliver complete advice.
• Focus on high-value, client-facing activities and relationship stewardship.
• Participate in ownership pathway if aligned with the firm’s equity model.

Skills

Long-term client relationships

High-net-worth clients

Commercial development

Ownership ambition

Strong collaboration

Education

Professional Year completion

Tools

CRM systems

Paraplanning tools

Job description

Boston Stanley is partnering with a leading Perth private wealth firm to appoint a Private Wealth Adviser. The role focuses on servicing high-net-worth families, business owners and retirees with a bespoke, relationship-driven approach rather than high-volume trading.

The successful candidate will join an environment that emphasizes deep client relationships, strong paraplanning support, and an established equity pathway for advisers who contribute to growth and ownership.