Senior Financial Adviser

• Quality and Well Established Firm - Strong Reputation
• Sydney CBD Location with WFH Flexibility
• Well-Resourced Team & Adviser Support

The Business

This boutique advisory firm is in an exciting phase of growth following a recent acquisition and an office consolidation. The practice is relationship-driven and delivers holistic advice to HNW individuals. Based in the CBD, the firm has been established for 15 years and is expanding their team to embark on the next leg of this ambitious growth journey.

The Opportunity

As a Senior Financial Adviser, you will help transition a book of clients from a recently acquired business, and facilitate revenue growth through business development, organic referrals, and channel relationships. The clients are predominantly business owners, high-earning professionals, and other HNW individuals.

Working alongside the team of high-performing Advi...