Equities/Share Advisor

2 weeks ago

Sydney, New South Wales, Australia Private Advertiser Full time $90,000 - $120,000 per year

Equities/Share Adviser

 Sydney CBD | Hybrid Work Model | Base Salary + Performance Incentives | Professional Growth

Are you an experienced finance professional or aspiring adviser looking to take the next step in your career? Join a nationally expanding, award-winning fintech and international wealth management firm, offering a comprehensive pathway into equities advisory and private wealth.

Our firm is seeking skilled and motivated individuals to join our Advisory Team, focused on developing long-term client relationships and delivering high-quality advice across Australian and global equities.

Why Join Us?

  • Structured Career Pathway – From onboarding to portfolio management, we support your progression
  • Flexible Working – Hybrid arrangements with access to a modern office in Sydney CBD
  • Base Salary + Performance Incentives – A competitive structure to reward professionalism and results
  • Professional Development – Comprehensive training, mentoring, and compliance support
  • Client-First Culture – Advise high-net-worth, retail, and sophisticated investors with integrity and care
  • Award-Winning Environment – Be part of a business recognised for innovation, ethical standards, and consistent growth
  • No Weekend Work – Maintain work-life balance with standard business hours

Your Role:

  • Client Engagement – Develop and maintain trusted relationships with a diverse client base
  • Advisory Focus – Provide informed, compliant general advice on equities, aligned with client goals
  • Portfolio Development – Help clients build and manage portfolios with a focus on long-term growth
  • Market Research & Insights – Stay informed on Australian and international markets, including equities, crypto, and corporate finance opportunities
  • Professional Conduct – Uphold high standards of regulatory compliance (RG146 required) and ethical practice

What You Bring:

  • RG146 Accreditation (preferred, not essential)
  • Advisory or Sales Experience – Ideally in equities, private wealth, or financial services
  • Strong Communication Skills – Able to build rapport and explain market concepts clearly
  • Client-Centric Approach – Focused on delivering value and building lasting relationships
  • Self-Motivation & Discipline – Especially important in a flexible work environment
  • Education – Bachelor's degree in finance, business, or related field (preferred, not essential)

A Career with Purpose

At our firm, you'll be empowered to develop your expertise, contribute meaningfully to client success, and grow in a dynamic, supportive environment. Whether you're continuing your advisory career or transitioning into a more client-focused role, this opportunity offers real impact and reward.

 Apply now to start your journey with a firm that values professionalism, integrity, and long-term success.

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