Pathway to Private Wealth Adviser | Professional Year Supported
At Ord Minnett, we don't just train Advisers we develop careers.
We are seeking a motivated Associate Adviser to join our Mackay Private Wealth team. This opportunity is ideal for someone early in their advice career, including individuals completing or preparing to commence their Professional Year or Graduate Diploma in Financial Planning, who are serious about becoming a fully qualified Private Wealth Adviser within a leading Australian firm.
Ord Minnett is a respected Australian wealth management and investment firm with a strong reputation for developing high‐calibre Advisers through structured training, mentoring and hands‐on experience. Our Associate Adviser Program (AAP) has been purpose‐designed to build deep technical capability, strong client skills and commercial acumen setting advisers up for long‐term success.
In Mackay, you'll benefit from exposure to a diverse client base, close‐knit team support and genuine opportunities to grow your own future advice book.
The Opportunity
As an Associate Adviser, you'll work alongside experienced Private Wealth Advisers, gaining practical exposure across the full advice lifecycle while progressively building your own capability and confidence.
You'll be supported through:
* Structured training across financial markets, portfolio construction and investment strategy
* Ongoing professional development and technical education
* Active mentoring from experienced advisers
* A clear pathway to becoming a Private Client Adviser
For Professional Year candidates, Ord Minnett provides the environment, supervision and breadth of experience required to successfully complete your PY and transition into an authorised adviser role.
What You'll Be Doing
* Supporting Advisers with the delivery of strategic, client‐centred financial advice
* Preparing advice documentation, client reviews and investment recommendations
* Assisting with client meetings and progressively managing your own client relationships
* Conducting research and contributing to tailored investment and wealth strategies
* Learning how to build and grow a client base through referrals and prospecting
* Participating in Ord Minnett's Associate Adviser Program, including structured training days and ongoing development
About You
You are someone who knows this is your career, not just your next role.
You may already be an Adviser or:
* A recent or upcoming graduate in finance, commerce or a related discipline ideally having completed a FASEA approved degree or your Graduate Diploma in Financial Planning
* Completing (or eligible to commence) your Professional Year
* Passionate about financial markets, investing and helping clients achieve their goals
You bring:
* Strong communication skills and high attention to detail
* A growth mindset and willingness to learn
* Commercial curiosity and a client‐first approach
* The drive to build a long‐term advice career within a respected brand
Qualifications & Requirements
* Progress toward (or completion of) ASIC‐approved financial adviser education requirements
* Eligibility to work toward adviser authorisation and registration on the Financial Adviser Register
* Ability and commitment to successfully complete the Professional Year Program
* Commitment to developing a long‐term advice career through Ord Minnett's Associate Adviser Program
What We Offer
* A clear, supported pathway to becoming a Private Wealth Adviser
* Exposure to real clients and real advice from day one
* Structured training through Ord Minnett's Associate Adviser Program
* Professional Year support, mentoring and supervision
* A collaborative, values‐led culture within an established national firm
Ready to build your future in advice?
Even if your experience doesn't yet align with every requirement, if you are committed to becoming a Private Wealth Adviser and want to learn from some of the best in the industry, we encourage you to apply. Apply now or reach out for a confidential discussion about your pathway with Ord Minnett. For more information head to our careers page on our website.
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