Investment Adviser – Private Wealth / Wholesale
“If you want different results, you need a different environment.”
This is an opportunity for experienced Investment Advisers who want real ownership, stronger economics, and access to wholesale markets — without the friction of traditional dealer groups.
Our client is a fast-growing Private Wealth platform providing advisers with the infrastructure, AFSL support and deal flow needed to scale efficiently.
Investment Adviser – Private Wealth / Wholesale
What’s on offer
- Above-industry adviser grid
- Wholesale & retail AFSL options (AR or CAR)
- Corporate CBD facilities + flexible work
- Marketing, lead generation & client events
- Access to institutional-grade investments including alternatives
- Full middle-office, compliance and admin support
Why advisers are joining
- You own your clients, trail and relationships
- Lower pay-away than traditional investment houses
- Scalable model for advisers targeting $1M+ revenue
- Founders who actively advise and understand the realities of client management
Who we’re looking for
- Experienced Investment or Private Wealth Advisers
- Established or rapidly growing client book
- Strong investment capability across traditional and alternative assets
- AFSL-aware advisers who value flexibility and commercial control
Next steps
This is a confidential, off-market opportunity.
For a discreet discussion or briefing pack, contact:
Dugald Braithwaite
Recruit 2 Advice
0426 639 054
contact@recruit2advice.com.au
Job Category: Investment Adviser Private Wealth Adviser Wholsale Investment Adviser
Job Type: Licensee Option Full Time Hybrid
Job Location: Sydney
Experience: 1-3 Years 3-5 Years 5 Years plus Book of Clients
Salary Range: Revenue Share Negotibale $200K+