Job Description

Position Title
Financial Adviser

Company Overview
Join a national advice group experiencing significant growth, with recent acquisitions expanding their footprint across Sydney, Melbourne, Newcastle, and regional locations. This is a purpose-driven organisation committed to delivering quality advice and long-term client outcomes.

Role Overview
We’re seeking an experienced Financial Adviser to join the Sydney office. You’ll be supported by paraplanners, client associates, and admin staff, allowing you to focus on building trusted relationships and delivering strategic advice across wealth, retirement, and lending.

  • Deliver holistic financial advice to a diverse client base
  • Engage in strategic discussions and tailor solutions to client goals
  • Collaborate with internal portfolio managers for investment construction
  • Identify lending strategies and cross-sell opportunities
  • Contri...

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