Private Client Adviser

Private Client Adviser

Most advice firms talk about succession. Very few can offer you a genuine seat in it.

This opportunity has been created because two highly successful Partners are beginning the process of transitioning selected client relationships to the next generation. As a result, an experienced Adviser has the opportunity to step into a role with significant long-term career potential, direct client exposure and a clear pathway towards equity.

Joining a highly regarded, employee-owned private wealth management firm, you will work with successful families and high-net-worth clients whose average Funds Under Advice sits at approximately $10 million per client. You will be supported by an experienced team, strong technical resources and a business that is genuinely committed to developing future leaders.

If you are ambitious, commercially minded and looking for more than just your next role, this is the type of opportunity that can shape an entire career.

The Role

As a Private Client Adviser, you will work closely with sophisticated clients, helping them navigate wealth, strategy and long-term financial decision making.

You will be involved in client meetings, relationship management and strategic advice delivery while gradually taking ownership of client relationships as your experience and capability continue to develop.

Unlike many advisory roles, the focus is not on relentless business development targets. Instead, you will be given the opportunity to deepen existing relationships, provide exceptional advice and build a quality client portfolio over time.

About You

• Minimum 2 years of experience as a Financial Adviser
• Comfortable working directly with high-net-worth clients
• Strong relationship management and communication skills
• Technically capable and committed to ongoing professional development
• Commercially aware with a genuine interest in helping clients achieve better outcomes
• Ambitious, driven and eager to continue developing your career
• Collaborative, professional and team-oriented in your approach

Why This Opportunity Is Different

• Average client FUA of approximately $10 million
• Opportunity to inherit and develop existing client relationships over time
• Direct mentoring from highly successful and respected Partners
• Genuine long-term succession planning
• Employee-owned business with an ownership mindset
• High-quality high-net-worth client base
• Strong support team and established advice infrastructure
• Performance-based bonus structure
• Future equity opportunities for the right person
• Clear pathway towards senior leadership and ownership

This is an opportunity for an Adviser who is ready to step beyond simply servicing clients and start building something meaningful. You will join a business that invests heavily in its people, rewards performance and provides a genuine pathway towards becoming part of the future leadership of the firm.

Kiera Brown
[email protected]
[0409 598 111](tel:0409 598 111)