Wealth Advisor

Equity Trustees Ltd; Sydney; Hybrid; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Flexible/Hybrid working environment

Competitive remuneration package

Employee wellness program including健康?

Job summary

Equity Trustees Ltd in Sydney is seeking a financial planning professional with 2–4 years of experience to join our Health & Personal Injury team. You will deliver tailored financial solutions for clients facing health-related life events, attend client meetings with Relationship Managers, and help develop investment strategies aligned with fiduciary principles.

You'll work in a warm, values-driven culture with flexible/hybrid arrangements, a supportive benefits package, and opportunities to

Qualifications

• 2–4 years' experience in financial planning, paraplanning, or client services
• Strong knowledge of superannuation, social security, and aged care
• Emotional intelligence and excellent communication skills
• Confidence to explain complex ideas simply
• A genuine desire to support people through life's difficult transitions

Responsibilities

• Support the delivery of tailored financial solutions for clients affected by health and personal injury
• Attend client meetings with Relationship Managers, offering both technical expertise and emotional support
• Help develop investment strategies and portfolio reports aligned with fiduciary principles
• Collaborate with a warm, values-driven team of advisers who care deeply about doing what's right

Education

FASEA-approved qualifications

Job description

Rediscover Purpose in Financial Advice — Join Our Health & Personal Injury Team

Are you ready to return to a role where your financial expertise can truly change lives? This is a unique opportunity to join our Sydney-based Health & Personal Injury investment team, supporting clients who are navigating deeply personal challenges. You'll work alongside a team of highly qualified advisers, helping people with empathy, care, and professionalism — not sales targets. Whether you're a former adviser seeking a more meaningful path, or someone with paraplanning or client services experience ready to step into a client-facing role, this is your chance to make a real impact.

What You'll Do:

• Support the delivery of tailored financial solutions for clients affected by health and personal injury
• Attend client meetings with our Relationship Managers, offering both technical expertise and emotional support
• Help develop investment strategies and portfolio reports aligned with fiduciary principles
• Collaborate with a warm, values-driven team of advisers who care deeply about doing what's right

22nd October, 2026

Rediscover Purpose in Financial Advice — Join Our Health & Personal Injury Team

Are you ready to return to a role where your financial expertise can truly change lives? This is a unique opportunity to join our Sydney-based Health & Personal Injury investment team, supporting clients who are navigating deeply personal challenges. You'll work alongside a team of highly qualified advisers, helping people with empathy, care, and professionalism — not sales targets. Whether you're a former adviser seeking a more meaningful path, or someone with paraplanning or client services experience ready to step into a client-facing role, this is your chance to make a real impact.

What You'll Do:

• Support the delivery of tailored financial solutions for clients affected by health and personal injury
• Attend client meetings with our Relationship Managers, offering both technical expertise and emotional support
• Help develop investment strategies and portfolio reports aligned with fiduciary principles
• Collaborate with a warm, values-driven team of advisers who care deeply about doing what's right

Who You Are:

You're someone who wants to help — not just advise. You may have stepped away from the industry because the competitive, sales-driven environment didn't align with your values. Now, you're looking for a role where empathy, integrity, and human connection are at the heart of everything you do.

You’ll bring:

• FASEA-approved qualifications
• 2-4 years' experience in financial planning, paraplanning, or client services
• Strong knowledge of superannuation, social security, and aged care
• Emotional intelligence and excellent communication skills
• Confidence to make sound decisions and explain complex ideas simply
• A genuine desire to support people through life's most difficult transitions

What we offer:

• A warm, open, and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, including discounted health insurance and an employee assistance program
• A workplace volunteering and giving program to enable you to help others in the community
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2024
• Discounted tax and estate planning services
• 16 weeks paid parental leave for the primary carer
• Great central CBD location, modern office fit-out and end-of-trip facilities
• Flexible/Hybrid working environment

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is over 145 years strong - and growing.