About the Opportunity
As an Associate Advisor, you will have the opportunity to work with senior advisers in delivering bespoke investment and wealth management strategies to high-net-worth clients and Self-Managed Super Funds (SMSFs).
You will be responsible for preparing and presenting portfolio reviews, investment proposals, and strategic advice documents. Additionally, you will conduct in-depth market research and contribute to investment strategy discussions.
Your Key Responsibilities Will Include:
* Partnering with senior advisers to deliver tailored solutions to clients;
* Preparing and presenting reports, recommendations, and proposals;
* Conducting research and analysis to support investment decisions;
* Managing client relationships and providing exceptional service;
* Maintaining accurate records and ensuring compliance with regulatory requirements.
About You
To be successful in this role, you will need to possess a degree in finance, economics, or a related field, as well as proven experience in broking, funds management, or private wealth advice. You must also be RG146 compliant or willing to obtain this certification.
You should have strong technical skills in portfolio construction, investment analysis, and financial modelling, as well as excellent communication and relationship-building skills. Proficiency in Excel is highly regarded, and coding skills are seen as a significant advantage.
What We Offer
This is a rare opportunity to join a highly regarded private wealth management firm with a strong track record of advising high-net-worth clients and SMSFs. As an Associate Advisor, you will gain exposure to direct equities, managed funds, and holistic wealth strategies, while building the technical expertise and client trust that define a successful adviser.
We're Looking For
A motivated and experienced professional who is passionate about delivering exceptional results and building long-term relationships with clients.
If You're Interested
Please apply through our platform to take your career to the next level.