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Investment Adviser – Private Wealth Management

Evans & Partners, part of the Evans Dixon group, is seeking experienced investment advisers to join the private wealth management division and provide client advice across a broad range of financial products and investments.

The Role

  • Provide client advice across a broad range of financial products and investments including Australian Equities, Cash and fixed interest instruments, Property, Global investments, and Alternate assets
  • Prepare statement of advice(s) and ensure the continued relevance of advice to the client’s circumstances.
  • Ensure advice is provided under Proper Authority and practiced knowledge.
  • Ensure advice is consistent with Evans & Partners’ principles and values and has been influenced by our Research.
  • Generate revenue in line with agreed organizational budgets.
  • Provide a documented business plan to management including budgeted revenue targets, client prospect management and marketing initiatives

Your Skills

  • Minimum 5 years’ experience in a similar role within private wealth management
  • A broad and strong understanding of portfolio construction and the underlying investment merits of investments which are recommended
  • A thorough understanding of internal and external (ASIC, ASX & ATO) compliance procedures and legislation governing the provision of financial advice.
  • High degree of financial literacy & RG 146 compliant
  • Impressive interpersonal skills to work with and contribute to a team environment
  • Strong attention to detail, organisational and prioritising skills 

Our Benefits

  • Attractive remuneration package and bonus structure.
  • Regular social events sponsored by Evans Dixon
  • Free healthy breakfast available daily and a generous fitness rebate annually
  • Modern office located conveniently in Martin Place
  • Access to discounted financial services for you and your family

About Evans & Partners

Evans & Partners, part of the Evans Dixon group, is committed to providing our clients with a wide range of services across all facets of their financial needs and affairs. These services are always delivered in a manner that reflects our clearly articulated Investment Philosophy. Our people are critical to the success of our business. Our staff are employed based on their integrity, values and work ethic and their commitment to providing our clients with outstanding service and rewarding investment outcomes.

Apply now

Location Company Number of positions
Sydney Evans and Partners 1
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