investment advisor hnw – existing book in Sydney CBD

Sydney CBD, New South Wales
job type
AU$ 130,000 per year
reference number
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job description

Investment Advisor HNW – Existing Book

  • CBD Based
  • Advise on direct equities
  • HNW and Existing Book

The Company

This is one of the premier financial services organisations in Australia. They provide fantastic career growth opportunities internally and the best training in the Advice industry. They have a strong reputation in the market for it's commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial planning community their philosophies and processes give them a competitive advantage within the marketplace.

This role sits within the Private Client Division on the business.

The Role

Working with a team of Private Bankers as well as Associates and other staff, you will be taking over a client book from an advisor that has left the business and developing relationships from day one.

You will be providing strategic, investment and insurance advice to an exclusive group of clients.

With a secure source of internal referrals, you will be encouraged to collaborate with your colleagues to enhance the service you are bringing to your clients.

Your Experience

You must have 5 – 10 years financial planning experience

Experience with HNW clients

Degree Qualifications

Minimum of ADFP (CFP highly preferred)

To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood on


Financial Planner or Financial Advisor
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