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Associate Advisor

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We have currently partnered with an established and leading wealth advisory firm recruiting Associate Advisors across Queensland.

This role offers a clear career path towards becoming a Financial Adviser within a supportive and collaborative workplace culture. The successful candidate will be a part of an industry leading Associate development program, designed to expedite and nurture your career in advice.

Note: There are positions available in Brisbane and wider Queensland.

What you'll do:

As an Associate Advisor, you will play a crucial role in our client's dynamic team, working closely with Senior Advisers to develop comprehensive strategies tailored to their diverse clientele. You will be at the forefront of client interactions, fostering strong, long-term relationships through your empathetic understanding of their financial goals. Your commitment to improving internal processes will ensure an orderly client management system, contributing to the overall efficiency of operations. Working within their high-performing team, you will have the opportunity to learn from experienced advisers while gradually taking on more responsibility over time.

  • Working collaboratively with new and existing clients to provide comprehensive advice
  • Be part of an industry leading Associate program, designed to expedite your career in advice, learning skills in Business Development, Relationship Management, Branding, and all facets of advice related investment vehicles
  • Attending client meetings alongside Senior Financial Advisers
  • Supporting and learning from Senior Financial Advisers with the aim of transitioning clients over time
  • Begin developing your personal brand and building your own book of clients


What you bring:

The ideal candidate for this Associate Advisor position has recently completed their Professional Year and is looking for their next opportunity to exponentially develop their career in advice. You bring significant experience as either a Paraplanner or Associate Adviser, hold relevant qualifications in Financial Planning and are driven by your passion for this field, looking forward to developing your career in the long term. Your exceptional communication skills enable you to connect effectively with clients and colleagues alike. Proficient in computer literacy, you are comfortable using technology to enhance productivity. Your excellent stakeholder management skills allow you to build strong rapport with clients, demonstrating your commitment to their financial success. Above all, your eagerness to learn and contribute within their dynamic team will set you apart.

  • Proven experience as a Paraplanner or Associate Adviser is essential
  • Completion of Professional Year highly desired
  • Holding a Bachelor's degree in Financial Planning or a Financial Adviser Standards approved course
  • A passionate individual who is committed to developing their financial advice career long term
  • Outstanding communication skills, both written and verbal, are required
  • Ambitious and self-motivated personality
  • Excellent stakeholder management skills and the ability to build rapport with clients
  • An enthusiastic learner who is eager to contribute within a dynamic, high-achieving team

Benefits to you:

This is an outstanding opportunity for any Associate Advisor looking to take their advice career to the next level. As part of the Associate Program, you will be exposed to a wide range of investment philosophies, as well as sharpened up in areas of business development, relationship management, stakeholder engagement, personal branding and much more.

  • Long established and well known wealth advisory firm
  • High net wealth client exposure
  • High performing team, learn from experienced and
  • Industry leading Associate Program designed to expedite your career in advice
  • Industry leading commission structure, with uncapped earning potential

If this opportunity sounds of interest, we would love to hear from you. Apply today for a confidential discussion.

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 Base + Uncapped Commissions

Workplace Type: Hybrid

Experience Level: Associate

Location: Queensland

Job Reference: 1980760/001

Date posted: 21 June 2024

Consultant: Matthew Hall

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