Financial Adviser
4 hours ago
Take hold of a monster opportunity and join our Advice Delivery team as a Financial Adviser. If you're a good fit for this role and live in Sydney, we'd love you to apply. Apply now and start in the new year
Why join us?
- You'll get 14% super as standard, to help your future come alive.
- Unleash your potential and build a career to be proud of through excellent training and development opportunities.
- Balance your work between in-person days at our purpose-built hubs and working from home.
- In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.
About the role
We're all about helping our members make the most of their money. And while they go after their goals, you can too. As a Financial Adviser, you'll be guiding members through their super, investments, insurance, and more, including Defined Benefit accounts, with clarity and care. Your focus will be on helping people get the best out of their super while building strong, trusting relationships.
Day to day, you'll:
- Provide tailored financial advice across phone, video, and face-to-face channels.
- Recommend products and services that suit each member's unique needs.
- Stay current with superannuation, tax, and financial planning developments.
- Keep accurate records and ensure all advice meets legal and compliance standards.
- Collaborate with a respectful, professional team that supports your growth.
This role is a permanent opportunity.
Location: Sydney
About you
You're a qualified financial adviser who's passionate about helping people make informed decisions. You bring professionalism, empathy, and a talent for simplifying complex financial concepts.
- You hold a relevant degree (Financial Planning, Business, Finance, Commerce, etc.).
- You passed the Financial Adviser Exam and authorised to provide tax (financial) advice.
- You're listed on the ASIC Financial Advisers Register.
- You're experienced in face-to-face advice and preparing Statements of Advice.
- You're knowledgeable in Defined Benefit accounts and super strategies.
About us
Our 2.4 million members trust us to take care of over $330 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you'll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.
Apply online now
Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust and apply now. Applications close COB 24 November 2025.
We don't want to leave you with a monstrous wait. So, you'll hear from us after the closing date to find out whether you've made it through to the next round or not. Being fair and up-front is important to us – and recruitment is no different.
Hybrid-
Financial Investment Adviser
4 days ago
Sydney, New South Wales, Australia WISR FINANCIAL Full time $80,000 - $120,000 per yearCompany OverviewPartners Innovation Group Pty Ltd, trading as WISR FINANCIAL, established in 2019, is experienced in providing business consulting, investment management, and corporate advisory services. Our company focuses on identifying and supporting innovative business opportunities across various industries, helping enterprises enhance operational...
-
Financial Adviser
2 days ago
Sydney, New South Wales, Australia Findex Full time $80,000 - $120,000 per yearDescriptionAbout the RoleAre you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We're seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients.If you thrive on engaging with clients,...
-
Financial Adviser
6 days ago
Sydney, New South Wales, Australia Findex Full time $90,000 - $120,000 per yearAbout the RoleAre you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We're seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients.If you thrive on engaging with clients, building strong...
-
Financial Adviser
1 week ago
Sydney, New South Wales, Australia Omura Wealth Advisers Full time $100,000 - $120,000 per yearAbout usOmura Wealth Advisers is a rapidly growing boutique financial advice business. We have the privilege of working with some of the youngest, highest earning individuals in the country.The opportunityDue to excessive new client demand from our Principal adviser, we are looking for a new Adviser to onboard and service new clients.Whilst the majority of...
-
Financial Adviser
4 days ago
Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $80,000 - $120,000 per yearPrivate Wealth Adviser – Boutique Firm | Sydney CBD | Pathway to EquityStep into a pivotal role with an established, boutique wealth management firm – where trusted relationships, strategic advice, and a genuine pathway to equity define your future.The BusinessLocated in the heart of Sydney's CBD, this forward-thinking and fast-growing boutique firm...
-
Financial Adviser
2 weeks ago
Sydney, New South Wales, Australia Parasol Wealth Full time $90,000 - $120,000 per yearAbout UsParasol Wealth is an independently owned wealth management firm dedicated to delivering an institutional‑grade investment offering through truly personal advice. We partner with high‑net‑worth families, individuals, and not‑for‑profit organisations to build enduring financial strategies – free from conflicts and aligned to client...
-
Financial Adviser
6 days ago
Sydney, New South Wales, Australia Navigate Advisory Pty Ltd Full time $90,000 - $120,000 per yearA great opportunity exists for a motivated and customer centric financial adviser to join our highly respected business and amazing team.You will have a proven record of integrity and professional excellence and you value making a meaningful difference to your client's lives.Who are weWe are a self-licenced, integrated financial services business,...
-
Associate Financial Adviser
2 weeks ago
Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $110,000 - $130,000 per yearJoin a leading national private wealth firm as a Associate Financial Adviser with a reputation for long-term client relationships, high-calibre advice, and an inclusive team culture. With an average client portfolio of $5M+ FUM, this is an exceptional opportunity to take the next step in your advice career while working with sophisticated, high-net-worth...
-
Financial Adviser
1 week ago
Sydney, New South Wales, Australia MUFG Retirement Solutions Full time $90,000 - $120,000 per yearA global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services,...
-
Associate Financial Adviser
2 weeks ago
Sydney, New South Wales, Australia Perpetual Limited Full time $60,000 - $120,000 per yearPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and...