Financial Investment Adviser
Private Sydney NSW 2000
Key points we found
- Conduct in-depth client consultations to understand financial objectives and aspirations.
- Design and deliver personalised financial strategies including superannuation, retirement, and investments.
- Build and nurture lasting client relationships through regular plan reviews and adjustments.
Who We Are
The company is a trusted, Sydney-based financial planning firm founded in 2013. For over a decade, we have empowered 600+ individuals, business owners, and retirees across Australia with personalised, holistic financial strategies. Our mission is simple: deliver tailored advice, build lifelong client partnerships, and help clients turn financial goals into reality.
We specialise in superannuation, retirement planning, investments, personal insurance, lending solutions, and tax planning, collaborating with a trusted network of mortgage brokers, accountants, and solicitors to deliver seamless end-to-end support. Backed by a small, collaborative team, we prioritise integrity, transparency, and client-first care in every decision.
About the Role
We’re seeking a passionate, client-centric Financial Investment Adviser to join our growing team and drive our next phase of growth. You’ll own the full advice lifecycle—from client consultations and strategy design to ongoing reviews and relationship management—crafting bespoke financial plans aligned with each client’s unique goals, risk tolerance, and life stage.
Key Responsibilities
• Conduct in-depth client consultations to understand financial objectives, current circumstances, and long-term aspirations
• Design and deliver personalised financial strategies (super, retirement, investments, insurance, lending, tax planning, etc)
• Build and nurture lasting client relationships, conducting regular plan reviews and adjusting strategies as life changes
• Collaborate with our paraplanning, admin, and leadership teams for seamless advice delivery
• Grow our client base through referrals and network partnerships
• Simplify complex financial concepts for clients, ensuring clarity and confidence in their decisions
What We’re Looking For
• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• 3+ years’ proven experience in financial analysis, credit risk, investment advisory, or portfolio management
• Track record of delivering holistic financial advice (super, retirement, investments, insurance)
• Strong client relationship and communication skills—able to explain complex ideas simply
• Self-motivated, proactive, and passionate about helping clients achieve financial security
• Committed to integrity, compliance, and ethical advice practices
The company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all.
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