Associate Adviser – Full Time | MW Group | Richmond, Melbourne

A rare opportunity to join one of Melbourne’s most respected financial planning firms in a high-growth role with a clear pathway to advising. If you're an experienced financial planning professional ready to accelerate your career, this role offers the structure, support, and scale to take you to the next level.

What We Offer

Opportunity to step into an advisory role in the short term, managing a portfolio of 200+ clients to the highest professional standards

Learn how to market yourself effectively to grow your own financial planning business.

Above-average remuneration, reflective of your experience and contribution

A long-standing, respected financial planning business with a strong client base and reputation for excellence

Extensive exposure to the full financial advice process, equipping you with the tools, knowledge and experience to excel

Professional Year available for suitable applicants seeking to complete their pathway to becoming an adviser

What You’ll Be Doing

Preparing for in-person and virtual client advice meetings

Observing client meetings and presentations to gain deeper insight into the advice journey

Assigning and actioning post-meeting tasks

Drafting clear, timely responses to client email enquiries

Preparing ROAs or wholesale equivalents

Staying current with financial regulations, market changes, and best-practice strategies

Collaborating with the broader advice team to ensure a consistent and seamless client experience

What We’re Looking For

Strong communication and interpersonal skills, with the ability to build rapport and trust

Tertiary qualification in Financial Planning or a related discipline

2–3 years’ experience in a financial planning role – client services, paraplanning or advice

A sound understanding of financial products, advice frameworks, and regulatory requirements

A passion for delivering exceptional client service and upholding the highest ethical standards

Ready to take the next step?

If you’re looking for a dynamic role where you can grow quickly within a supportive and high-performing team, we’d love to hear from you.

Employer questions

Your application will include the following questions:

Which of the following statements best describes your right to work in Australia?

How many years' experience do you have as a financial adviser?

Have you completed a qualification in financial planning?

How many years' experience do you have in the financial services industry?

Have you completed a RG146 superannuation accreditation?

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