Add expected salary to your profile for insightsTake the lead in managing and growing a thriving portfolio of private clients, with an active book ready from day one.You''ll deliver tailored strategic advice aligned with each client''s goals, while driving new business through your networks, partnerships and personal initiatives. With strong commercial acumen and a passion for business development, youll have a real opportunity to make your mark in influencing the growth strategy of our Sydney office, with genuine career progression and a potential pathway to equity for the right candidate. Enjoy a flexible working environment, backed by high-performance culture and strong leadership support.About the RoleAs a Private Client Adviser, youll play a key role in shaping the financial futures of our clients.Provide high-quality, tailored advice to a client base primarily made up of retirees and pre-retirees, across both Retail and Wholesale segmentsPrepare and present Statements of Advice (SoAs) and Records of Advice (RoAs), with paraplanning supportConduct regular client review meetings to ensure strategies remain aligned with client goals and evolving circumstancesProactively grow the client base by building strong relationships and leveraging referral networksCollaborate with internal divisions to identify and act on cross-selling opportunities that enhance the overall client offeringPartner with external professional networks (e.g. accountants, lawyers) to deliver holistic advice and planning solutionsEnsure full compliance with all regulatory and professional obligationsStay up to date with changes in superannuation, retirement planning, and investment strategiesAbout YouYoure a capable, confident adviser who thrives on delivering exceptional service and building lasting client relationships. You bring:A FASEA-approved degree or equivalent.At least 5 years experience as a Financial Adviser.ASIC Authorised Representative status.Completed FASEA Exam and hold qualifications and/or experience to practice beyond Jan 2026Strong technical knowledge in financial planning, superannuation, investments, and compliance.Excellent communication and relationship-building skills.High attention to detail and organisational skills.Experience using XPLAN (highly regarded).A team-first attitude and genuine passion for helping clients achieve financial peace of mind.Why Join Us?At Prime Financial Group, were not just growing, were building something extraordinary. With 45% of our company owned by our team, we empower you to take ownership, co-create our future, and make your mark.As part of Prime Financial Group (ASX: PFG), a market-leading financial services firm with over 200 team members globally, we operate with the agility of a startup and the strength of a listed company. Innovation, ownership, and entrepreneurship are at the heart of everything we do.Exposure to a diverse and exciting client base.Collaboration across teams in Wealth, Capital, SMSF, Asset Management, and Consulting.A supportive, team-first culture that values people and performance.A dynamic and inclusive workplace located in the CBD, complete with premium end of trip facilities.Competitive salary and hybrid work arrangementsThe opportunity to thrive within a listed company with a start-up mindset.Interested ? Apply now with your resume and cover letter.Unlock job insightsSalary match Number of applicants Skills matchYour application will include the following questions:Which of the following statements best describes your right to work in Australia? How many years'' experience do you have as a Private Client Adviser? What''s your expected annual base salary? How much notice are you required to give your current employer?To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.Featured jobsWilliam Buck (NSW) Pty LimitedSydney NSW5d agoExperienced Financial AdviserWealthlineSydney NSW1d agoCerte Wealth Protection Pty LtdSydney NSW3d agoResearching careers? Find all the information and tips you need on career advice. #J-18808-Ljbffr
Job Title
Private Client Adviser