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Associate Advisor
North Sydney
  • Boutique Wealth Management Firm
  • Work directly with a Principal Adviser
  • Take on your own client book

Join a private wealth management business and develop your career as an Associate Adviser.

Your new company
This Boutique Wealth Management firm specialises in advising high net worth clients. They are big believers in growing and developing their staff organically and offer excellent long-term career prospects. They promote a culture of autonomy, accountability and going above and beyond for their clients.

Your new role
As an Associate Adviser you will work very closely with the Principal Adviser providing holistic advice to a portfolio of clients. You will be supporting them and be introduced to their clients. Your other focus will be on servicing current clients to ensure a premium ongoing service is maintained and be targeted on bringing in new clients. You will be expected to learn the ways of business and be involved with the full advice offering to clients.

What you'll need to succeed
To be successful in this role you will have:

  • A relevant tertiary qualification and be qualified to give personal advice
  • Experience as an Associate Adviser previously (within a private firm is preferable)
  • Strong technical knowledge gained from working as a Paraplanner or Client Service Officer
  • Motivation to succeed and a real drive to become a successful Financial Adviser in the future

What you'll get in return
This is a fantastic opportunity to work with experienced Principal Advisers who are well established in the private space. You will be set on a transparent career path to develop your career as an Associate Adviser.

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