The opportunity
A growing private wealth practice in Melbourne is hiring an Associate Financial Advisor to support its senior advisers and step toward full authorisation. This on-site role is a structured pathway into advice, with mentoring, study support and a clear progression plan.
What you’ll do
- Support senior advisers across client research, modelling and advice preparation.
- Draft Statements of Advice and review documents with paraplanning.
- Join client meetings and build relationship and advice skills.
- Manage client follow-ups, implementation and ongoing service tasks.
- Learn the practice’s compliance and advice standards thoroughly.
What you’ll bring
- A relevant degree, or progress toward an ASIC-approved qualification.
- Early experience in advice, paraplanning or client service.
- Strong attention to detail and a genuine interest in financial advice.
- A professional, eager-to-learn attitude.
Why this role
- A clear, supported pathway to becoming a fully authorised adviser.
- Mentoring from experienced advisers and study support.
- An on-site, collaborative team in a growing practice.
About the employer
Our client is a growing private wealth practice known for developing its people and promoting from within. Aussie Talent Group is partnering with them on this appointment.