Senior Private Wealth Adviser — Equity Path to Leadership

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

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.