Strategic Private Wealth Adviser

Pitcher Partners; New South Wales; On-site; AUD 80,000 - 100,000; Full time

Job summary

A leading accounting and advisory firm in New South Wales is seeking a Private Client Adviser to manage a portfolio of clients. The role involves delivering personalised financial advice and building strong relationships. Successful candidates will hold a Certified Financial Planner designation and demonstrate excellent communication skills. This position offers an opportunity to work in a collaborative environment that encourages professional growth and strategic influence.

Qualifications

• Certified Financial Planner designation and Authorised Representative status.
• Proven ability to deliver high-quality, technically sound advice with a client-first mindset.
• Strong business acumen with a drive to identify opportunities and contribute to the firm’s strategic goals.

Responsibilities

• Manage and grow a portfolio of high-calibre clients by providing tailored, strategic financial advice.
• Build and maintain strong, trust-based relationships with clients and stakeholders.
• Lead the delivery of advice strategies ensuring compliance and high standards.

Skills

Strong relationship management skills

Excellent communication skills

High level of self-motivation

Attention to detail

Business acumen

Education

Certified Financial Planner designation

Tools

Financial planning software

Microsoft Office suite

Job description

A leading accounting and advisory firm in New South Wales is seeking a Private Client Adviser to manage a portfolio of clients. The role involves delivering personalised financial advice and building strong relationships. Successful candidates will hold a Certified Financial Planner designation and demonstrate excellent communication skills. This position offers an opportunity to work in a collaborative environment that encourages professional growth and strategic influence.