Our client is a well known and leading private wealth firm that is ranked one of the best firms in Melbourne. Due to recent organic and strategic growth they now require an Associate Adviser with strong technical ability to join their growing team.

As an Associate Adviser in this business you will be provided with a strong and clear career path to an adviser role with opportunity to really build on your skill sets working with some of Australia's top Advisers.

As an Associate Adviser you will:

Liaising with high net worth clients on the implementation and management of their portfolios

Attending client meetings with the Senior Advisor

Researching and developing financial strategies for clients, including strategy formation across multiple entities (Family Trusts, Companies, SMSFs etc)

Reviewing client portfolios and long term investment strategies

Identify existing client strategic advice recommendations for adviser review

Identify appropriate investment recommendations for adviser review

Preparing and producing quarterly client review reports and recommendations

Reporting on client portfolios (asset classes including deposits, listed fixed interest, government and corporate bonds, Australian and overseas shares, managed funds, property trusts, syndications and alternative investments)

The Person for this role as an Associate Adviser

Have minimum 2 years experience as an Associate Adviser or Paraplanner within a Financial Services / Advice Firm

Experience working with complex strategy

Strong at building client relationships

Desire to grow to become a Financial Adviser

In return for joining this business as a Associate Adviser you will be rewarded with a clear career path to an adviser position and a salary of $90-120k + Super

To Apply for the role please press apply now or call James on 0451 831 861