Associate Adviser

This highly-regarded Melbourne wealth management and financial advice firm requires an Associate Adviser to join their team.

The Opportunity

This is an exciting opportunity for an Associate Adviser looking to take a genuine step forward in their financial planning career.

Working closely with experienced Senior Advisers, you will gain hands-on exposure across the full advice process, with the opportunity to work with a sophisticated client base and become increasingly involved in client meetings, strategy development and advice delivery.

You will be encouraged to develop your technical and client-facing capabilities, take on greater responsibility and build towards completing a Professional Year and becoming a Financial Adviser.

For someone ambitious about their career in advice, this is an opportunity to learn from experienced professionals while gaining the depth of exposure needed to progress.

About the firm

With a strong reputation for delivering sophisticated, tailored advice and building long-standing client relationships, this independent financial advisory firm will enable you to grow your career within a high-quality wealth management environment and gain meaningful exposure to the strategic and relationship-driven side of financial advice.

With an experienced team, a high-quality client base and a strong focus on strategic advice, this firm offers an excellent environment for someone looking to build a long-term career within wealth management.

Key Responsibilities

• Work closely with Senior Advisers across the delivery of holistic and strategic financial advice.
• Assist with client meetings, including preparation, research, analysis and follow-up.
• Become increasingly involved in client conversations and the broader advice process.
• Support the development and implementation of tailored financial strategies.
• Assist with advice documentation, portfolio reviews and ongoing client requirements.
• Liaise directly with clients, product providers and other professional stakeholders.
• Develop your technical knowledge across investments, superannuation, retirement planning and broader wealth strategies.
• Take on greater responsibility as your knowledge, confidence and experience develop.

About You

You may currently be working as an Associate Adviser, Client Services Officer, Paraplanner or Adviser Support professional and feel ready for an opportunity that offers greater exposure and progression.

Ideally, you will bring:

• 2 – 3+ years' experience within the financial planning or wealth management industry.
• A relevant tertiary qualification in Financial Planning, Commerce, Finance, Economics or a related discipline.
• Exposure to High Net Worth (HNW) or Ultra High Net Worth (UHNW) clients would be a strong advantage, but not essential.
• A genuine ambition to develop into a Financial Adviser.
• Strong technical, analytical and problem-solving capabilities.
• Excellent attention to detail and organisational skills.
• Confidence communicating with clients and senior stakeholders.
• Strong written and verbal communication skills.

Apply Now

If you're ready to take the next step in your financial planning career and want an opportunity that offers high-quality professional development and genuine career progression, we'd love to hear from you.

Apply today for a confidential discussion.