Associate Adviser – Undertake your PROFESSIONAL YEAR!
Melbourne CBD location
Undertake your Professional Year
Become a financial adviser in 12 - 18 months
This is a permanent, full-time position located in Melbourne's CBD with ample opportunity for career development. This role will involve sitting in on client meetings and assisting the advisers with client strategies.
Build strong relationships with internal and external stakeholders
Research new client strategies
Prepare client presentations
Ensure client files are compliant
Opportunity to eventually adopt an existing book of clients.
Our client is a private wealth firm that is growing rapidly. They offer holistic financial advice to a range of clients. The team comprises of five financial advisers, three associates and three client service officers. Their culture is collaborative, fast-paced, dynamic and fun.
Friendly, collaborative and vibrant team environment
Efficient operations to enable you to prioritise a valuable client experience
Fast paced and rapidly growing.
Supportive and collaborative team for mentorship
Opportunity to undertake a Professional Year
Exposure to a range of financial advice strategies.
Bachelor of Financial Planning or related FASEA degree
Knowledge of holistic financial advice strategies
Ability to build strong rapport with clients and colleagues.