Associate Adviser – Full Time | MW Group | Richmond, Melbourne
Step confidently into your advisory future.
MW Group is one of Melbourne's most respected private wealth firms — and we're growing fast. This is a rare opportunity for an experienced financial planning professional to join a high-performance team with a clear, structured pathway into an advisory role, backed by elite training, powerful operating rhythms, and a client experience engine built to win.
If you're hungry, coachable and ready to accelerate your career, this role will give you the platform, capability and mentorship to become a top-tier adviser.
Why MW Group?
A Clear, Cohesive Advice Philosophy
You'll be trained in the same proven advice frameworks that drive our client success — from evidence‐based strategy to behavioural coaching to long‐term wealth architecture.
Our philosophy is simple: clarity, confidence and consistency in every client interaction. You'll learn exactly how to communicate advice that moves clients to action.
Structured Operational Rhythm & Weekly Training
We don't leave your development to chance.
You'll follow a predictable, supportive operating cadence that includes:
* Weekly adviser development sessions
* Case study workshops
* Live meeting shadowing
* Skills coaching to refine your technical and interpersonal performance
* This rhythm builds capability fast and gives you total clarity on expectations and growth milestones.
Attractive and Transparent REM Model
We believe high performers should be rewarded. Your package includes:
* Above-market base salary
* Performance-based incentives
* A clear progression model that rewards capability, responsibility and client impact
* For candidates stepping into advising, we offer short-term transition into a client book with structured revenue opportunities.
Full Support to Deliver Exceptional Client Journeys
You'll have access to:
* Proven client engagement templates and communication models
* A streamlined internal process that ensures free flow of work and zero bottlenecks
* A committed operations and paraplanning team
* A firm-wide ethos of consistency, reliability and client-first execution
* We set you up to shine in every client moment.
What You'll Be Doing
* Preparing for and supporting in‐person and virtual advice meetings
* Shadowing advisers to master the MW Group client journey
* Coordinating and completing post‐meeting actions
* Drafting clear, timely and professional client communications
* Preparing ROAs or wholesale‐level advice documentation
* Staying on the front foot of regulatory, strategic and market changes
* Working closely with advisers and support staff to deliver a seamless experience every time
Only apply if ...
* Exceptional communication and relationship‐building capability
* Tertiary qualification in Financial Planning or related discipline and/or Graduate Diploma progress.
* 2–3 years' experience in financial planning (client services, paraplanning or advice)
* Strong technical understanding of financial products, frameworks and compliance
* Ready to commence or already on PY.
Step Into Your Future
If you want a role where you can grow rapidly, be trained by leading advisers, and build a meaningful career inside a respected wealth firm, we want to meet you.
Apply now and take the next step with MW Group.
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