A well-established, boutique wealth advisory firm in the Sydney CBD is looking for an experienced and growth-minded Wholesale Financial Adviser to take on a pivotal role in the next phase of their evolution.

With a clear succession plan in place, you’ll not only step into a warm, loyal book of wholesale and high-net-worth clients, but also position yourself for leadership, equity participation, and long-term ownership potential. If you’re looking for a genuine growth runway with the infrastructure and support to match, this is the opportunity.

What You’ll Be Doing:

Inheriting and growing an established book of engaged wholesale/HNW clients

Delivering strategic, goals-based advice across tax, structuring, SMSFs, investments & intergenerational planning

Working collaboratively with a high-performing team (including paraplanning and admin support)

Contributing to firm growth, client strategy, and future leadership decisions

What’s On Offer:

$190K–$220K + Super + bonus + equity pathway

Existing book of clients with capacity to grow

2 days WFH (Mondays and Fridays) + flexible, adult working culture

Long-term succession opportunity with equity in view

No product sales pressure or internal competition

Highly respected boutique with behavioural finance-led advice philosophy

A true “seat at the table” – your ideas and ambitions will be heard and backed

About You:

5+ years’ experience as a Financial Adviser

Experienced working with wholesale, sophisticated or high-net-worth clients

FASEA compliant

Technically confident across structures, tax strategy, SMSFs and portfolio construction

Motivated by meaningful, relationship-driven advice

You’re ambitious – not just for your own growth, but to help shape the future of a growing firm

This is the kind of opportunity that rarely makes it to market – a chance to step into a successful firm with the structure, support and succession plan already in place. If you’re ready to take ownership of your future, we’d love to hear from you.

Apply now or call James on 0451 831 861 for a confidential chat