Associate Adviser

Associate Adviser / Graduate (Professional Year Pathway) | Bendigo
 
Swap the city grind for genuine career growth. **��**Immediate Professional Year commencement available.
 
Are you ready to build a long-term career in financial advice, with mentoring, client exposure, and a clear pathway to becoming a Financial Adviser?
 
A well-established and growing regional financial planning practice is looking for either:

• A recent Financial Planning graduate, or
• An Associate Adviser ready to commence or continue their Professional Year.

This is an outstanding opportunity to join a supportive team where you'll gain hands-on experience, develop your technical and interpersonal skills, and work alongside experienced advisers who are invested in your success.
 
About the Practice:
 
You'll join a collaborative team of:

• 3 Financial Advisers
• Several Accountants
• Dedicated support staff

As part of a broader organisation with 100+ employees, you'll benefit from extensive mentoring, collaboration, and networking opportunities while enjoying the close-knit culture of a regional office.
 
What You'll Be Doing:

• Prepare for client meetings, including fact finds, research, modelling, and projections
• Assist in developing financial strategies and implementing advice
• Support client reviews, follow-ups, and ongoing service
• Work closely with experienced advisers and gain genuine exposure to the advice process
• Progress towards becoming a fully qualified Financial Adviser through your Professional Year

About You:

• Passionate about building a career in financial advice
• Studying or have completed a Financial Planning degree (or equivalent)
• Highly organised, proactive, and client-focused
• Eager to learn, take initiative, and develop professionally
• Previous experience in a financial planning practice is advantageous, but a positive attitude and willingness to learn are equally important

What's on Offer:

• Salary: $70,000-$95,000 + super (depending on experience)

• Graduates will be considered at the lower end of the salary range

• Immediate commencement of the Professional Year pathway

• Structured mentoring from experienced Financial Advisers

• Strong career progression within a growing practice

• Relocation to Bendigo from Melbourne welcomed

• Supportive team culture with excellent learning and development opportunities

If you're looking for more than just an administrative role and want a genuine pathway to becoming a Financial Adviser, we'd love to hear from you. For a confidential discussion, please contact Hannah or Carolina or email [email protected]
 
Apply now and take the next step towards a rewarding career in financial advice.