Skip to content

Secured Wealth ,

We are a new generation, award winning Financial Planning firm looking for an advisor that shares our values of care, fun and honesty. We believe in long term relationships over sales targets.

Work Type

Flexible

Role Type

Advisor

Employment Type

Full Time

About the role

Take control, get equity, clients and support from day one. (SYDNEY)

 

Are you an employed advisor looking to break out? Feeling like you are working hard for someone else? Tired of not getting equity?

 

JOB DETAILS

 

– Become a partner in a self licensed firm from day one
– Grow your own business and leave with your clients at anytime.
– Receive new clients weekly
– Receive financial and back office support

Skills and experience

YOU WILL BE:
– FINSIA qualified
– Must be Sydney based
– LIfe Risk experience essential
– Ready to see clients

Financial Advisor

Secured Wealth ,

Provide your details below and we will send them directly to .


More jobs

Lorica Partners, Sydney NSW, Australia

Client Service Associate – Flexible, Purposeful Work for the Energised and Organised

Client Service Associate - Flexible, Purposeful Work for the Energised and Organised     Ready to re-enter the workforce in a role that values people skills, clear thinking, and a proactive mindset?    We’re looking for a Client Service Associate who brings warmth, reliability, and a touch of hustle. If you’ve worked in a call centre, client care, or service environment, you’ll know the importance of listening well, solving problems smoothly, and following through with care.     Maybe you’re returning to work after a break — whether for parenting, study or a life pivot — and looking for a workplace that understands the juggle.  We offer:  •     A professional, calm, and friendly team that values balance    •     Work that’s meaningful and makes a real difference to our clients     Experience in financial services or client support is a bonus, but not essential — mindset and capability matter more.      To apply send a 1 minute video outlining your interest in the role and your resume to careers@loricapartners.com.au

Sydney NSW, Australia

Full Time

In Person

Grange Wealth Advisors, Miranda NSW, Australia

Experienced Financial Adviser

You will be stepping into a full-time adviser role with responsibility for managing around 50 – 75 established clients with holistic advice, primarily pre-retirees and retirees. You will play a key role in helping us grow in the Sutherland Shire and surrounding areas.

 

What we offer with the role:

 

• Access to referrals from existing clients and relationships with local accountants
• An existing fee for service client base and the opportunity for ongoing growth
• A supportive close-knit team of advisers and experienced support staff
• A transparent, non-institutional licensee environmentExposure to high-quality investment solutions and platforms
• Career progression and equity opportunities as the business grows
• Competitive remuneration based on experience

Miranda NSW, Australia

Full Time

In Person

Oxlade Financial, Newstead QLD, Australia

🚀 ASSOCIATE ADVISER – INCREDIBLE OPPORTUNITY FOR AN ASPIRING FINANCIAL ADVISER IN A FAST-GROWING INDEPENDENT FIRM 🚀

As an Associate Adviser, you’ll play a key role in delivering exceptional advice and service. You will:

 

  • Work closely with our Advisers to assist with the development of strategic comprehensive advice 
  • Ensure clients receive an outstanding service and advice experience 
  • Manage and complete implementation work, including applications and lodgements
  • Coordinate insurance applications and ensure timely follow-up
  • Oversee and administer tasks for existing and new clients via XPlan
  • Manage the development of advice documentation (SOAs, ROAs)
  • Assist in preparing for client review meetings
  • Liaise with offshore admin support 
  • Communicate proactively with clients and advisers 
  • Provide outstanding client service and contribute to strong client relationships

Newstead QLD, Australia

Full Time

In Person