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Associate Financial Advisor

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An exciting opportunity has arisen for an Associate Advisor to join a dynamic and growing Wealth Management firm. This role offers a clear career path towards becoming a Financial Adviser within a supportive and collaborative workplace culture. The successful candidate will work closely with the Senior Financial Advisers, developing holistic strategies for clients across various HNW demographics.

What you'll do:

As an Associate Advisor, you will play a crucial role in developing holistic strategies for high net wealth clients. You will be responsible for nurturing strong, long-term relationships with clients, attending meetings alongside Senior Financial Advisers. Your commitment to improving internal processes will contribute to an efficient client management system. Working within a high-performing team, you will have the opportunity to learn from experienced advisers and gradually transition into managing your own client portfolio.

  • Working with new and existing clients to provide comprehensive advice
  • Attending client meetings alongside Senior Financial Advisers
  • Learning from and supporting Senior Financial Advisers with the aim of transitioning clients over time
  • Improving internal process sheets to ensure an orderly client management system
  • Working collaboratively within a high-performing team

What you bring:

The ideal candidate for this Associate Advisor position brings proven experience as a Paraplanner or Associate Adviser. You hold a Bachelor's degree in Financial Planning or have completed an approved Financial Adviser Standards course. Your passion for financial planning is evident, and you are eager to develop your career long-term within this field. Your outstanding communication skills, both written and verbal, coupled with your proficiency in computer literacy, make you an effective communicator. Your excellent stakeholder management skills enable you to build strong rapport with clients.

  • Proven experience as a Paraplanner or Associate Adviser
  • Bachelor's degree in Financial Planning or an approved Financial Adviser Standards course
  • Passion for financial planning and eagerness to develop your career long-term
  • Outstanding written and verbal communication skills
  • Proficiency in Microsoft Office Suite
  • Excellent stakeholder management skills and ability to build rapport with clients

What sets this company apart:

This company stands out due to its commitment to growth and development, not only in terms of business but also in terms of its employees' careers. The supportive and collaborative culture fosters learning and professional development, providing clear pathways towards more senior roles. The firm's dynamic approach ensures that it stays at the forefront of the Wealth Management industry, offering holistic and innovative solutions to its HNW client base.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Matthew Hall on 07 3032 2264 for a confidential discussion.

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Private Wealth Management

Industry: Financial Services

Salary: Attractive Salary Package

Workplace Type: On-site

Experience Level: Associate

Location: Toowong

Job Reference: 1977680/001

Date posted: 4 June 2024

Consultant: Matthew Hall

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