Description
Financial Adviser (Professional Year Candidate)
Sydney | Competitive Salary + Bonus
About Clarity Wealth
Clarity Wealth is a modern financial planning practice focused on delivering high-quality, strategy-led advice in a way clients can clearly understand. We pride ourselves on strong technical capability, practical advice, and long-term client relationships.
As we continue to grow, we’re looking for a Professional Year (PY) candidate who is serious about becoming a high-quality financial adviser.
The Role
This is not a back-office support role. You will be actively developed as an adviser and given exposure to real client work early, with structured support to successfully complete your Professional Year.
You’ll work closely with experienced advisers and progressively take on more responsibility across the advice process.
Role Responsibilities
Participate in client meetings and progressively lead discussions.
Develop and present advice strategies (under supervision).
Prepare and deliver Statements of Advice.
Conduct research and modelling across super, investments, insurance, and retirement planning.
Manage client relationships as your capability grows.
Maintain High Compliance Standards.
Contribute to internal training and process improvements.
Complete all requirements of the Professional Year program.
Who This Is For
We’re looking for someone who:
Is currently undertaking their Professional Year, Q3 and Q4 preferred.
Wants to build a long-term career as a financial adviser—not remain in support roles
FASEA approved, strong advisory skills in retirement planning, insurance and SMSF.
Personable, sympathetic, and able to develop client relationships.
Able to build and grow a book of business from scratch, while also managing existing client reviews.
Has strong communication skills and can build trust with clients
Career changers with the right mindset and qualifications are encouraged to apply.
What We Offer
Structured support to complete your Professional Year
Genuine pathway to becoming a fully qualified Financial Adviser
Early exposure to client-facing advice work
Competitive salary with performance-based bonus
A high-quality, growth-focused advice environment
Why Join Clarity Wealth?
You won’t be stuck writing SOAs indefinitely
You’ll be mentored to become a confident, capable adviser
You’ll gain exposure to real strategy—not just administration
You’ll be part of a business focused on doing advice properly
Timing
We are ideally looking to onboard in Q3–Q4 but would move earlier for an exceptional candidate.
Apply Now
If you’re serious about becoming a Financial Adviser and want hands-on experience in a high-quality advice business, we’d love to hear from you.
