Senior Adviser – HNW Medical, Fors Private Wealth
Fors Private Wealth · Greater Sydney Area
Apply & track with Apply EdgeFors Private Wealth is a boutique advice business built around a simple belief: good people, strong relationships and aligned interests create better outcomes for everyone.We're building a firm for families and medical professionals navigating wealth, protection and the decisions that matter most, across generations, and we're looking for an experienced Senior Adviser to lead our HNW Medical offering.About the segmentMedical specialists, surgeons, anaesthetists, radiologists, GPs with practice ownership and dentists are some of the most complex, high-value and long-term clients in financial advice, high income, growing surplus cashflow, layered structures (trusts, practice entities, SMSFs, service companies), and real protection needs. Done well, these are relationships that last 10–20 years.The roleYou'll own and grow a book of HNW Medical clients, delivering advice on wealth accumulation, structuring, protection and long-term planning. You'll work alongside our CIO and specialist partners across estate planning, lending, SMSF and philanthropy to give clients a genuinely coordinated experience, and you'll help shape how Fors serves this segment as we grow.What you bringProven experience advising high-income professionals, ideally medical clients, with a track record of building and retaining trusted relationships;A long-term, relationship-first mindset, you'd rather do fewer things brilliantly than chase transactionsStrong technical grounding across investment, superannuation, structuring and risk advice; andAn impeccable compliance record.What Fors offersA genuine partnership culture with deep expertise. Our operating model is built to give advisers back their time: roughly 60% with clients, 20% growing relationships, 20% on admin and compliance, supported by paraplanning, technology and dedicated client service;A seat at the table early. As a founding-team hire, you'll help build the HNW Medical proposition from the ground up, with a reward structure aligned to long-term success, not just a base salary;Access to leading technology and investment platforms, and a trusted network of specialist partners so you're never advising alone;A culture that measures success by the quality of relationships and outcomes for clients, not scale for its own sake.Based in Sydney (Martin Place), hybrid.If this sounds like you, or you know someone it describes, send me a message. We would love to book a conversation.#FinancialAdvice #WealthManagement #Hiring #Sydney #Medical #PrivateWealth