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Director: Business Advisor | Search Specialist | Mentor
* Genuine Succession and Equity Opportunities
* Tailored Advice, Regional Impact
* TT1 has been exclusively retained to assist North West Wealth Management with this unique regional opportunity.
THE COMPANY: North West Wealth Management (NWWM) was established in 2010 to provide tailored plain English financial advice to individuals and families in regional Australia. We specialise in superannuation, investments, personal insurance, and aged care advice. We are privately owned and operate around key values, being that we work together, we do the right thing, we strive for excellence, we are a trusted partner, and we are driven to achieve.
THE ROLE: Due to continued growth, we are on the lookout for our next adviser. There is a genuine option for succession and equity opportunities for the right person.
* Join us as an Adviser or Associate Adviser to manage an existing client base, grow referral networks, and bring on new clients.
* Work alongside our Senior Financial Advisers during a transition period to learn our processes and build relationships with existing clients.
* We welcome applicants at all stages, from those finishing their Professional Year (PY) to experienced advisers, and will consider candidates ready to start their PY or transition from related roles.
* Providing clear, high-quality advice with a people-first approach is central to what we do.
* You’ll be supported by Client Relationship Managers who handle administrative tasks, allowing you to focus on strategy and client outcomes. Strong teamwork and communication are essential.
* This role is based in our Tamworth NSW office, with some travel required.
* To ensure effective collaboration and communication, this is an office-based role.
THE ONE: You are a driven individual with a strong commitment to success and excellence. Exceptional communication skills, both verbal and written, are among your core strengths. You are deeply passionate about the financial advice industry and dedicated to helping clients achieve their goals. Tech-savvy and quick to learn, you are adept at following structured processes to deliver outstanding results. Whether you are a qualified financial adviser or currently studying and ready to commence your Professional Year (PY), we welcome your application. Other opportunities may also be considered for the right candidate.
NEXT STEP: We do NOT need your resume as a first point of contact. Please send a short friendly (100 words or less), confidential message to David Simon, Founder of ThinkTankOne, at OR WhatsApp 0447 606 666, to arrange a private discussion. He has been retained to represent both you and North West Wealth Management in our search for the right fit. Rest assured, this will remain entirely confidential and will go no further unless you would like it to. We understand the sensitivities of careers and relationships regionally. We also encourage you to visit our website at to learn more about North West Wealth Management.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Finance and Sales
* Industries: Business Consulting and Services
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