Private Wealth Advisors / Financial Planners - Boutique Firm

FAAA; Sydney; Hybrid; AUD 150,000 - 260,000; Full time

Benefits offered by this job

High commission structure

100% remote work

Established platform and support

Job summary

FAAA is seeking a commercially minded Private Wealth Advisor / Financial Planner to join our boutique firm with an established client book and a family-office approach. You will work with Retail, HNW and UHNW clients, delivering bespoke wealth strategies and proactive planning on an AU-wide basis.

The role offers a lucrative commission structure and potential for 100% remote work depending on circumstances, supported by a sophisticated platform and technical expertise.

Qualifications

• Proven experience as a Financial Adviser / Wealth Adviser / Private Wealth Adviser.
• Strong established client portfolio/book with a history of managing significant funds.
• Experience with Retail, HNW and/or UHNW client relationships.
• Solid technical skills across financial advice, investments and wealth structuring.
• Australian financial planning qualifications and authorisations are required.

Responsibilities

• Manage and develop an established portfolio of high-net-worth and sophisticated clients.
• Build long-term trusted relationships and act as a strategic adviser across their wealth journey.
• Develop tailored wealth management strategies aligned to clients' financial and personal objectives.
• Prepare and oversee high-quality advice documentation.
• Undertake financial modelling, analysis and scenario planning.
• Identify opportunities to grow client relationships and funds under management.

Skills

Client relationship management

Wealth planning

HNW client engagement

Financial advice skills

Education

Australian financial planning qualifications

Job description

Private Wealth Advisor| Australia-wide | $Competitie base salary + Superannuation + Attractive Commission Structures

Our client is a boutique Private Wealth Management firm who take a family-office approach to wealth management, working closely with retail, high-net-worth and ultra-high-net-worth clients to generate, protect and structure their wealth. The firm has grown exponentially since launching in 2019 and continue to expand providing bespoke advice across areas including SMSFs, corporate tax & advisory, family trusts, investment strategy and global wealth management.

They are currently looking for a commercially minded and established Private Wealth Advisor / Financial Planner, who has has built a substantial, high-quality book of clients and is looking for the platform, capability and support of a boutique private wealth firm to take their career and client offering to the next level.

The successful candidate will have the opportunity to work with sophisticated HNW/UHNW clients while benefiting from our client's broader wealthmanagement capabilities, technical expertise and support infrastructure.

Key Responsibilities

• Manage and develop an established portfolio of high-net-worth and sophisticated clients.
• Build long-term, trusted relationships with clients and act as a strategic adviser across their wealth journey.
• Develop tailored wealth management strategies aligned to clients' financial and personal objectives.
• Prepare and oversee high-quality advice documentation.
• Undertake financial modelling, analysis and scenario planning.
• Identify opportunities to develop and continue to grow client relationships and increase funds under management.

Ideally, you will have:

• Proven experience as a Financial Adviser / Wealth Adviser / Private Wealth Adviser.
• A strong and established client portfolio/book.
• A demonstrable history of managing significant funds under management.
• Existing relationships with Retail, HNW and/or UHNW clients.
• Strong technical skills across financial advice, investments and wealth structuring.
• Excellent communication and relationship-building skills.
• A commercial mindset and genuine desire to grow your book and income.
• Relevant Australian financial planning/advice qualifications and authorisations.

What's In It For You?

• Lucrative commission/incentive structure linked to performance and business generation
• The potential to work 100% remotely, depending on the individual and circumstances
• A sophisticated HNW/UHNW client proposition
• A family-office style approach to private wealth
• Strong technical and operational support
• Access to specialist expertise across investment, tax and corporate advisory
• The opportunity to leverage an established platform while continuing to grow your personal client franchise
• A genuine opportunity to significantly increase your total remuneration through the commercial structure

Australia-wide applicants are encouraged to apply.

If you're an established adviser with a strong book and want to explore what this opportunity could look like, we'd love to hear from you.