Arrow Private Wealth:

At Arrow Private Wealth, we help people make confident financial decisions that support a better future — for themselves, their families, and their communities. As a boutique, self-licensed firm based in Melbourne, we specialise in strategic financial advice, investment management, and intergenerational wealth planning for private families, business owners, and not-for-profit organisations.

For over 40 years, our clients have trusted us to guide them through complex decisions with care, clarity, and integrity. We take pride in the long-term relationships we build and the personalised service we deliver. Joining our team means being part of a values-driven business where your work directly contributes to the financial wellbeing of others — and where you’ll be supported to grow professionally and make a meaningful impact.

Position summary:

This newly created role is designed to support our growing team and client base, and encompasses two key areas of responsibility:

Delivering client outcomes:
You'll work closely with Private Client Advisers and Client Service Associates to support the financial planning process. Your responsibilities will include:

Gathering and managing client financial data

Assisting with advice implementation

Coordinating insurance applications and quotes

Preparing client reports

Supporting compliance and documentation requirements

Creating a positive client journey:
You'll play a key role in creating a welcoming, professional environment that reinforces our commitment to exceptional client care.

Qualifications & personal attributes:

Strong verbal and written communication skills

A professional, client-first mindset

Experience in financial services is advantageous, but not essential

We welcome applications from recent graduates

Highly proficient in Microsoft Office and general IT

Reliable, proactive, and attentive to detail

Able to work collaboratively in a small, purpose-driven team

What we offer

Salary range of $65,000 – $75,000 plus super

Full-time role (with flexibility for the right candidate)

A warm, collaborative team that values innovation and initiative

Clear job responsibilities for purpose and ownership

Ongoing personal and professional development

Access to modern IT tools and systems

Newly renovated office space

Extra day of leave for your birthday

Suburban location with great public transport and parking