Senior Associate - Private Client Adviser

Profusion Group; Sydney; On-site; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Mentoring

Shadowing

Onboarding

Job summary

Profusion Group, a respected global diversified financial services business, partners with sophisticated Australians to deliver strategy, insight and trusted long-term relationships. This opportunity is for an experienced Associate or rising talent seeking a holistic, adviser-led approach with strong backing and support.

They look for Senior Associate Advisers registered on the FAR, handling high-net-worth clients, with a passion for financial markets, wealth strategy and durable relationships.

Qualifications

• Experience working with high-net-worth individuals or families is essential.
• Ability to deliver compliant, client-centric financial advice.
• Genuine interest in wealth planning and capital markets.

Responsibilities

• Deliver high-quality, compliant financial advice to HNW clients.
• Align advice with holistic wealth strategy and family goals.
• Build and maintain long-term relationships with clients and prospects.

Skills

HNWI experience

Client-centric advice

Financial markets interest

Relationship building

Job description

About the Opportunity

This is an opportunity for an experienced Associate or rising talent who understands the value of holistic advice and is looking for more than the constraints of product led advice, legacy systems and insufficient support both to seek new clients and manage the affairs of existing clients. They are a respected global diversified financial service business who partner with sophisticated Australians - executives, business owners, professionals, and intergenerational families who value strategy, insight, and trusted long-term relationships. The offer is built to support you in delivering just that.

Why advisers have joined:

• No compromise on quality: Advice is strategic, and investment advice led. You’ll work with clients who value your input, not just the process.
• Genuine private client model: Your focus is client outcomes, not compliance red tape or internal product bias.
• Balanced remuneration: An excellent base package and strong incentives. You’re rewarded for value to clients.
• Support, not sales pressure: The team structure includes experienced investment and technical support, enabling you to enhance your strength and relationships.
• Enablement for growth: For established advisers, they offer scale, tools, and cross-referrals. For those stepping up, they offer mentoring, shadowing and onboarding to help you transition with confidence.

Who this will suit:

• You are a Senior Associate Adviserregistered on the FAR, dealing with HNW clients.You're currently in a private client business or institutional structure and looking to align your advice with a more sophisticated offer and clients.
• Oryou’re a wholesale-aligned adviserwho enjoys investment advice but wants the balance of financial strategy, family planning and legacy conversations.
• Oryou’re delivering great advice in a system that’s no longer built for you or your clients and you’re ready for the next chapter.

What are they looking for:

• Relevant experience with high-net-worth individuals, families or professionals
• A proven ability to deliver high-quality, compliant, and client-centric advice
• A genuine interest in financial markets, wealth strategy and long-term relationships