Financial Adviser

2 days ago

Sydney, New South Wales, Australia Parasol Wealth Full time $90,000 - $120,000 per year

About Us

Parasol 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 goals.

About the Role

We are seeking a 
Financial Adviser

or 
Associate Adviser

to join our growing team. Whether you're fully qualified to provide advice or working towards your accreditation, this is a great opportunity to be a part of a newly formed but established boutique firm that values independence, integrity, and client outcomes.

Given our existing and growing client base, you'll have the autonomy to deliver tailored advice supported by a disciplined investment process and access to a wide range of asset classes. You'll work closely with a small, collaborative team and benefit from the necessary research and tools to help you succeed.

What You'll Do

  • Assist in providing holistic, goals‑based financial advice to HNW families and NFP clients.
  • Attend and participate in client meetings, both in person and via video call.
  • Perform client portfolio reviews & rebalances, followed by trade execution.
  • Develop and maintain Investment Policy Statements (IPS) for our clients.
  • Oversee our bespoke performance reporting tool and the preparation of client reports.
  • Conduct market research, product analysis, and meet with fund managers.
  • Build long‑term client relationships grounded in trust and transparency.

What We're Looking For

  • Relevant tertiary qualification and Financial Adviser Standards compliance (or working towards).
  • Strong technical knowledge across investments and superannuation.
  • Exceptional communication skills and a people‑first mindset.
  • Ability to thrive in a collaborative, boutique environment.

Why Join Parasol Wealth?

  • True independence – no product conflicts, no sales targets.
  • Engage with sophisticated clients on complex, rewarding strategies.
  • Have a real voice in the firm, working directly with the Director and Senior Adviser.
  • Competitive salary + performance-based incentives.
  • Ongoing professional development and CPD support.
  • Flexible working arrangements and supportive team culture.

How to Apply

If you're passionate about delivering considered, personal advice and want to be part of a firm that values integrity and excellence, we'd love to hear from you.

Apply via LinkedIn or directly to us at 

 with your resumé and a short cover letter outlining your experience and motivation.

All applications will be handled in strict confidence.

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