Wealth Adviser: Growth & Client Impact

Wealth Peak Financial Advice; North Sydney Council; On-site; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Professional development support

Office near North Sydney station

Job summary

Wealth Peak Financial Advice in North Sydney is expanding and seeks an experienced adviser to join a wealth-only role (no risk advice) to grow with us and manage established client base alongside Senior Adviser.

You'll deliver high-quality strategic advice across superannuation (including SMSFs), retirement planning, investments, borrowing-to-invest, cash flow and debt management; build relationships with clients and referral partners; participate in client meetings across NSW.

Qualifications

• Minimum 2 years' experience as a financial adviser in wealth management.
• Registered with ASIC as a relevant provider with a clean record.
• Meet all education and professional standards, including an approved qualification, the Financial Adviser Exam and ongoing CPD.
• Strong client relationship skills and professional presence.
• Proactive mindset and drive to grow with the team.

Responsibilities

• Deliver high-quality strategic financial advice and ongoing service to clients.
• Develop and present advice strategies across superannuation, retirement planning, and investments.
• Build relationships with clients, referral partners and colleagues.
• Attend client meetings and networking events; travel NSW offices ~2 days per month.
• Contribute ideas to the growth of the business.

Skills

Wealth management experience

Client relationship management

Networking

Education

ASIC-Registerable provider

Financial Adviser Exam

CPD compliance

Job description

Wealth Peak Financial Advice in North Sydney is expanding and seeks an experienced adviser to join a wealth-only role (no risk advice) to grow with us and manage established client base alongside Senior Adviser.

You'll deliver high-quality strategic advice across superannuation (including SMSFs), retirement planning, investments, borrowing-to-invest, cash flow and debt management; build relationships with clients and referral partners; participate in client meetings across NSW.