Financial Investment Adviser

13 hours ago

Sydney, New South Wales, Australia WISR FINANCIAL Full time $80,000 - $120,000 per year

Company Overview

Partners 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 efficiency and achieve sustainable growth.

Through collaboration with local partners and industry professionals, WISR FINANCIAL provides tailored advisory solutions that promote long-term value creation and innovation-driven growth in the Australian market.

About the Role

We are currently seeking a motivated and client-focused Financial Investment Adviser to join our team. In this role, you will provide tailored financial advice, develop strategic investment plans, and build long-term relationships with clients to help them achieve their financial goals. You'll be supported by an experienced administrative and compliance team, allowing you to focus on delivering quality advice and excellent client service.

This is a great opportunity for an experienced adviser who is passionate about financial planning and wants to be part of a dynamic and supportive environment.

Key Responsibilities

1) Assess clients' financial status, goals, risk tolerance, and long-term growth aspirations

through consultations, offer customised financial planning and investment guidance in line with WISR FINANCIAL's innovation-driven approach;

2) Develop comprehensive financial plans and investment strategies that optimise the portfolio performance while supporting sustainable value creation for clients across various

industries;

3) Advise clients on various investment strategies, including capital allocation, risk-adjusted

asset distribution, income generation, and reinvestment approaches;

4) Support the management of both core investment portfolios (focused on sustainable value creation) and trading portfolios (targeting short-term market opportunities within the Board-approved limits);

5) Arrange and execute transactions in stocks, bonds, and other financial instruments in line with client strategies and regulatory requirements;

6) Work together with the company's corporate advisory group to provide comprehensive

financial solutions, including capital structuring, business valuation, and investment feasibility analysis for enterprises seeking growth or transformation;

7) Recommend suitable insurance coverage to mitigate client risk exposure and ensure

financial protection consistent with overall investment strategies;

8) Support clients in raising capital, accessing new investment opportunities, and participating in venture funding or private equity initiatives consistent with their strategic goals.

What will make you the perfect fit for this role?

1) At least 2 years' experience in providing financial advice in a commercial setting (preferably

work experience in big banks);

2) Strong verbal and written communication skills in English;

3) Bachelor's degree or above in Financial Planning, Finance, or related field;

4) A passion for building trusted relationships and delivering exceptional outcomes;

5) Highly organised, with excellent attention to detail;

6) Strategic mindset and desire to contribute to business growth.

Are you ready to join us?

Send us your latest resume and a short cover letter addressing your interest in this role to our office via We can't wait for your application

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