Senior Financial Adviser

Cartwright Jones Pty Ltd; Western Australia; On-site; AUD 160,000 - 200,000; Full time

Job summary

Cartwright Jones Pty Ltd in Perth is seeking a Senior Financial Adviser to join their private wealth practice. You will work with high-net-worth clients, stepping into established relationships and delivering strategic financial planning and wealth management advice.

The role emphasises collaboration with accountants and lawyers, conversion of warm referrals, and an onshore support team. A clear pathway to equity is offered alongside a competitive base salary and a performance bonus.

Qualifications

• Solid experience as a Financial Adviser or Financial Planner.
• Strong knowledge of trusts, SMSFs and direct equities.
• Listed on the Financial Advisers Register (FAR) and meeting ASIC’s education standard.
• Proven ability to build trust, retain clients and convert referrals.
• Confident working with accountants, lawyers and other professionals.

Responsibilities

• Provide strategic financial planning and wealth management to high-net-worth clients.
• Run annual reviews and deepen existing client relationships.
• Work with clients’ accountants and lawyers and convert warm referrals into clients.
• Manage trusts, SMSFs, and direct equity portfolios; plan retirement, succession and estate matters.

Skills

Financial planning

Wealth management

Client relationships

Trusts knowledge

SMSFs

Direct equities

Referral conversion

Accountant collaboration

Education

FAR registration

ASIC education standard

Job description

Senior Financial Adviser - Private Wealth, Perth

A respected and growing private wealth practice in Perth is looking for an experienced Financial Adviser

This role suits a Senior Financial Adviser, Financial Planner or Wealth Advisor who wants more than a salary. You'll step into existing client relationships rather than build from scratch. Referrals arrive steadily, a dedicated onshore team handles the paraplanning and admin, and there's a genuine opportunity to buy into the business over time.

What’s on offer

Base salary: $160K-$200K+ plus super and a performance bonus (negotiable for an exceptional candidate)

An established HNW book with average client FUM of 2.5m

A real equity pathway: Progression into leadership and partnership

Warm referrals only: Introductions from accountants, professional partners and existing clients, with no cold calling

Full onshore support: Dedicated paraplanning and client services team

The role

You'll provide strategic financial planning and wealth management advice to high-net-worth individuals, families and business owners, including:

Family and discretionary trust structures across multiple entities

SMSF strategy covering contributions, accumulation and retirement phase

Direct equity portfolio construction and ongoing management

Retirement, succession and estate planning

Wealth protection and risk insurance

You'll run annual reviews, deepen existing relationships, and work closely with clients’ accountants and lawyers. You'll also convert warm referrals into long-term clients and help shape the practice as it grows.

About you

Solid experience as a Financial Adviser or Financial Planner

Strong technical knowledge of trusts, SMSFs and direct equities

Listed on the Financial Advisers Register (FAR) and meeting ASIC’s education standard

Proven ability to build trust, retain clients and convert referrals

Confident working alongside accountants, lawyers and other professionals

Why this role stands out

An established HNW client base, a reliable referral pipeline and a genuine path to equity rarely come together in one role. If you're thinking about where you want to be in three to five years, this one is worth a conversation.

Strictly confidential. All enquiries are handled discreetly, and your current employer will never hear about it from us.