Jobs Board
Associate Financial Adviser
- Melbourne, VIC,
- Australia
or
Remote
Equus Partners Wealth
The business
Our firm is growing at an overwhelming rate and we need a team member ready and willing to be part of something big! Wealth Management and Financial Advice have changed a lot in recent years.
Believe it or not, it’s turned into a fast paced environment that is now relying more on technology every day. We’re not a Big Bank and definitely not the suburban financial planning firm stuck in the 1990’s!
We’re proactive, young, value and consulting focussed and go above the basics of just selling products. We’re goal orientated and are passionate about business and wealth creation. We believe winners hang with winners. We work hard and play hard.
We have a combination of offshore and local team members. With a Finance and Accounting Division, there is plenty of scope to explore all areas of the clients world.
We always take on a challenge, believe in constant and never ending learning and growth and support all our team members to achieve their best.
The role
This role is for someone who wants to be a Financial Adviser, but knows they need to learn to walk before they can run. Learning under the Managing Director and Adviser in the business, you will get your hands dirty from day one.
There is a clear pathway to a Financial Adviser role for the right person. You will be constructing advice documents for clients and understanding the systems and processes of the business from day one.
The position will involve extensive training, mentoring and personal development potentially leading to managing existing clients over time then ultimately new clients and a full client advisory position.