Senior Private Wealth Adviser - Equity Pathway & HNW Practice

Cartwright Jones; Sydney; On-site; AUD 160,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary + super

Equity pathway to leadership/partn

Warm referrals only

Onshore paraplanning and client خدمات

Sydney CBD location

Job summary

Cartwright Jones, based in Sydney CBD, seeks a Senior Financial Adviser to take over an established book of 80–100 high-net-worth clients. You will provide strategic financial planning and wealth management without building from scratch, leveraging warm referrals and onshore support.

You’ll work with accountants, lawyers and other professionals to manage trusts, SMSFs, direct equities, retirement and estate planning, with a clear pathway to equity as the practice grows and your leadership

Qualifications

• Experience as a Financial Adviser or Financial Planner with high-net-worth clients.
• Strong knowledge of trusts, SMSFs and direct equities.
• FAR registration and compliance with ASIC education standards.
• Proven ability to build trust, retain clients and convert referrals.
• Comfortable working with accountants and lawyers.

Responsibilities

• Provide strategic financial planning and wealth management for high-net-worth individuals and families.
• Structure family and discretionary trust arrangements across multiple entities.
• Develop SMSF strategies including contributions, accumulation and retirement planning.
• Construct and manage direct equity portfolios for clients.
• Handle retirement, succession and estate planning and wealth protection.
• Run annual reviews, deepen relationships, and collaborate with clients’ accountants and lawyers.

Skills

Financial planning

Wealth management

Trusts & SMSFs

Direct equities

Accountant/lawyer collaboration

Education

FAR registration

ASIC education standard

Job description

Cartwright Jones, based in Sydney CBD, seeks a Senior Financial Adviser to take over an established book of 80–100 high-net-worth clients. You will provide strategic financial planning and wealth management without building from scratch, leveraging warm referrals and onshore support.

You’ll work with accountants, lawyers and other professionals to manage trusts, SMSFs, direct equities, retirement and estate planning, with a clear pathway to equity as the practice grows and your leadership