A well-established boutique wealth advisory firm in the Sydney CBD is seeking an experienced Senior Financial Adviser to play a pivotal role in the next phase of its growth.

With a clear succession plan in place, you’ll inherit a warm, loyal book of wholesale and high-net-worth clients while positioning yourself for leadership, equity participation, and long-term ownership potential. This is a rare chance to step into a firm where your future is actively being built.

The role of a Senior Financial Adviser

Managing and growing an established book of engaged wholesale and HNW clients

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

Working closely with a high-performing support team (paraplanning and admin included)

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

What’s On Offer

$190K–$210K + Super + bonus + equity pathway

Inherit an existing client book with scope to grow further

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

Long-term succession plan with equity in view

No product sales pressure or internal competition

Highly respected boutique with a behavioural finance-led philosophy

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

About You

5+ years’ experience as a Financial Adviser

Strong background with sophisticated clients

FASEA compliant

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

Motivated by meaningful, relationship-driven advice

This is the kind of opportunity that rarely makes it to market – a chance to join a successful boutique with the structure, support, and above market pay.

For a confidential chat, call James on 0451 831 861 or Apply Now.