Private Wealth Adviser

<p><span style="font-size: 12pt;"><strong>Position Summary&nbsp;</strong></span></p> <p><span style="font-size: 12pt;">This role is accountable for the delivery of advice and managing client relationships to facilitate an excellent level of client service. This person will be responsible for managing and growing an existing portfolio of HNW clients through the provision of tailored structural, financial and investment solutions. Working closely with a team of support staff, this person will be well placed to deliver an exceptional client experience, while fulfilling their passion of helping clients achieve their financial goals.</span></p> <p><span style="font-size: 12pt;">This role is located in Sydney, New South Wales, Australia.</span></p> <p><br><span style="font-size: 12pt;"><strong>Primary Responsibilities</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Manage and grow a portfolio of HNW clients through the provision of ongoing holistic financial advice.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Understanding clients’ immediate needs, long term objectives and level of comfort with risk.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Provide financial advice across a broad spectrum of needs including retirement planning, investment planning, insurance needs, intergenerational wealth transfers and philanthropy.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Provide quality and trusted financial advice.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Serve as the focal point for clients to assist with complex decisions around protecting and growing their wealth, structuring their investments, and balancing competing business or wealth demands.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ensuring accuracy and compliance of client files and advice documentation</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Assist providing guidance and technical direction to paraplanners and implementation staff.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Drive ongoing business development activities with potential and new client opportunities.</span></li> </ul> <h2><span style="font-size: 12pt;">Qualifications and Experience:</span></h2> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">At least 1-2+ years’ experience as a Financial Adviser, with a focus managing HNW client portfolios.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Be passionate about servicing clients and interested in an opportunity for the long term.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Comply with the Qualifications Standard to be able to appoint as a Financial Adviser (Retail)</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Advanced understanding of investment products, taxation, retirement &amp; estate planning and risk management and insurance</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">An ability to handle a client book and be comfortable with multi-tasking.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong sense of professionalism and a client-centric approach.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Highly motivated with an ability to convert referrals to clients.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Organisational and prioritisation skills.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Excellent communication and interpersonal skills, both written and verbal.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Exceptional client focus.</span></li> </ul> <p>&nbsp;</p> <p><span style="font-size: 12pt;">Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in&nbsp;investment and portfolio management,&nbsp;accounting, lending,&nbsp;insurance&nbsp;and related services from its offices in Sydney, Melbourne,&nbsp;Brisbane&nbsp;and the Gold Coast. Guided by a client-first ethos, we&nbsp;leverage&nbsp;the global&nbsp;expertise,&nbsp;platforms&nbsp;and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance,&nbsp;credit&nbsp;and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow,&nbsp;and transition their wealth at every life stage.&nbsp;Discover more about Focus&nbsp;Partners Australia at <a href="https://protect.checkpoint.com/v2/r01/___https:/focuspa.com.au/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjkxYzFmM2NmYWZiOTRiOTNmNTdiYmU2MDQ4MDYzNmIzOjc6OWM0YjoxZWVhMTA2ZDllOGU2N2M3NGMxYTg1MTQ3MTcyOGMyMzBhNTUzNjc3ZTVlMzFkOWYxY2M0NjRkN2U3ZmY1ODhiOmg6VDpG">focuspa.com.au/</a>&nbsp;or&nbsp;<a href="https://protect.checkpoint.com/v2/r01/___https:/www.linkedin.com/company/focus-partners-australia/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjJjMDY5MTk3Y2RjNzE0MDI5MmUzMDIyMTE5OTk2YjkyOjc6NDhiZTpkOWUyNDI5OGQ3NTIwYjU1MzI5MGU0MWI5NzNkNWMzNWY1MTgzYWNkNjJiNmFhNDg2YzFiMjkwMWQ4OWYxZjJmOnA6VDpG">LinkedIn</a>.&nbsp;&nbsp;</span></p> <p><span style="font-size: 12pt;">#LI-SF1</span></p><div class="content-conclusion"><p><span style="font-size: 12pt;"><strong>About Focus Financial Partners</strong></span></p> <p><span style="font-size: 12pt;">Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a>&nbsp;or follow the company on&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>.</span></p> <p><span style="font-size: 12pt;">Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.&nbsp;</span></p> <p><span style="font-size: 12pt;">Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="mailto:careers@focuspartners.com">careers@focuspartners.com</a>.</span></p> <p><span style="font-size: 8pt;"><strong><em>The following language is for US based roles only</em></strong></span></p> <p><span style="font-size: 8pt;"><strong>For California Applicants:&nbsp;</strong><span data-teams="true">Information on your California privacy rights can be found</span><strong><span data-teams="true"> <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a></span></strong></span></p> <p><span style="font-size: 8pt;"><strong>For Indiana Applicants: </strong>It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.</span></p> <p><span style="font-size: 8pt;"><strong>For Maryland Applicants: </strong>I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.&nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Massachusetts Applicants:</strong> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.&nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Montana Applicants: </strong>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<strong> </strong></span></p> <p><span style="font-size: 8pt;"><strong>For Rhode Island Applicants:</strong> Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.&nbsp; The Company complies fully with the Americans with Disabilities Act.</span></p></div>