Silverloom Advisory Group

Financial Adviser | Fully Remote | Pathway to Equity

Silverloom Advisory Group – Sydney CBD NSW

Silverloom Advisory Group is a strategic advisory firm where advice starts with strategy, not product, and covers every area of a client’s financial life: retirement planning, superannuation and SMSF, investment and wealth accumulation, property, debt and cash flow, personal risk insurance, Centrelink and Age Pension, business and family structures, and estate planning considerations. We are looking for a Financial Adviser to build a client base and, over time, build into equity in the business.

We are open to two types of people

The technical adviser - who is either a qualified adviser already, ready for your Professional Year because you have the skills or a Clients Services Officer (CSO) that is used to strategy. You may not have been the name on the advice yet, but you have done the work behind it: building strategies, running the financial modelling and projections, completing the quoting, and providing ongoing support to advisers and their clients over time. You know how good advice is put together and you are ready to step up and own client relationships.

The client winner - who has the qualifications, or is well on the way, and your real strength is people. You are good at building referral partner relationships, happy to go out and find new opportunities on your own, and ready to work our existing database of leads to generate new clients. You know how to open conversations, build trust and bring clients on board but may not have the strategic skills yet in building suitable advice but are ready to learn.

Key responsibilities

Build strategies and run financial modelling and projections

Provide ongoing support to advisers and their clients

Own client relationships and deliver strategic advice

Build and grow your own client base

Build referral partner relationships and develop new opportunities

Work the existing database of leads to generate new clients

Open conversations, build trust and bring clients on board

About you

Personable, with strong engagement skills and the ability to build trust quickly

Proven strength in either technical advice work or winning clients, ideally both

Drive to grow a client base and take ownership of your results

Self-discipline to work autonomously in a remote environment

Coachable, curious and willing to learn

Commitment to compliant advice that is always in the client's best interests

Either a qualified adviser already, been a Client Services Offficer (CSO), Paraplanner or ready for your Professional Year because you have the skills

About us

Silverloom Advisory Group is a strategic advisory firm. Advisers here are developed, not left to work it out alone. Whichever side you are strong on, we will build the other with you. The goal is simple: a well-rounded strategic adviser with a growing client base and a real stake in the business.

Fully work from home, anywhere in Australia, with genuine flexibility around your lifestyle and family

Salary and equity that grow as fast as you hit your milestones - You control your income and growth (We really mean this)

Complete control over your own growth, with outcomes based on your performance

Access to our own database of leads, plus full support to develop your own referral networks - Preferred to generate clients via referral partners if possible

Professional Year supervision and support for those who are ready for it

Structured training and one-on-one mentoring in strategic advice across all areas

Established advice processes, technology and compliance support, so your time goes to clients

A small, direct team where your results are seen and rewarded