I’m representing a highly regarded, privately owned wealth management firm with a strong track record advising high‑net‑worth clients and SMSFs. Their model blends the depth of a traditional stockbroking house with the breadth of holistic financial planning and the agility of a boutique — giving you exposure to every facet of financial services.

This is a rare opportunity for an experienced investment professional to step into a client‑facing Associate Advisor role. You’ll work alongside Directors and senior portfolio managers, delivering tailored strategies, deepening client relationships, and building the technical and commercial expertise to become a fully authorised adviser.

Your Career Path

If you haven’t yet completed your Professional Year – you’ll be guided through it with structured mentoring, client interaction, and technical training.

If you’ve already completed your Professional Year – you’ll be authorised to provide advice under the supervision of a Director, with immediate client‑facing responsibilities.

Key Responsibilities

Partner with senior advisers to deliver bespoke investment and wealth management strategies to HNW clients and SMSFs

Prepare and present portfolio reviews, investment proposals, and strategic advice documents

Conduct in‑depth market research and contribute to investment strategy discussions

Manage and execute market orders across relevant trading systems

Maintain accurate client records in Xplan, Iress, FactSet, and other platforms

Participate in client meetings, contributing to relationship management and advice delivery

Ensure compliance with all regulatory and ethical standards

About You

Proven experience in broking, funds management, or private wealth advice (essential)

Degree‑qualified in finance, economics, commerce, or related discipline

Completed or currently undertaking Professional Year (PY)

RG146 compliant (or willing to obtain)

Strong technical skills in portfolio construction, investment analysis, and financial modelling

Excellent communication and relationship‑building skills

High attention to detail, initiative, and commercial acumen

Proficiency in Excel; coding skills highly regarded

Why This Role Stands Out

You’ll be joining a firm that values independence, informed opinion, and modern, technology‑driven advice delivery. You’ll gain exposure to direct equities, managed funds, and holistic wealth strategies, while building the client trust and technical expertise that define a successful adviser.

For a confidential discussion or to apply, contact:

Kiera Brown

Director, FS Recruitment

[email protected]

0409 598 111