Expression of Interest — Associate Adviser

Expression of Interest — Associate Adviser | Wealth Management | Melbourne
 
FourQuarters is inviting expressions of interest from Melbourne-based Associate Advisers within wealth management. We partner with a range of advice practices — from boutique and privately-owned firms to larger institutionally-aligned groups and are building a talent pool ahead of upcoming opportunities in this space.
If you're an experienced Associate Adviser looking for your next move (or considering one in the near future), we'd like to hear from you.
 
The Role
Associate Adviser positions we recruit for typically involve:

• Preparing Statements of Advice (SOAs) and Records of Advice (ROAs)
• Research and strategy modelling across superannuation, investments, insurance, and retirement planning
• Supporting senior advisers in client meetings and ongoing reviews
• Liaising with paraplanners, platforms, and product providers
• Ensuring advice documentation meets compliance and licensee standards
• Building toward a client-facing pathway to full Financial Adviser

What We're Looking For

• Tertiary qualification in Financial Planning, Commerce, or related field
• FASEA-approved education standards met or in progress
• 2+ years' experience in wealth management, paraplanning, or advice support
• Solid technical knowledge across super, investment, and insurance strategies
• RG146 compliance (desirable)
• Genuine ambition to progress toward a full Adviser role

Why Register Your Interest

• Early access to Associate Adviser roles across Melbourne before they're advertised
• Confidential, no-obligation conversation about your career goals
• Insight into salary benchmarks, firm culture, and progression pathways across the market
• Ongoing support from a recruiter who specialises in wealth management

Get in Touch
To register your interest confidentially, contact Nicole Gerrard at Four Quarters — ([email protected] / 0401426084)