About the Firm

This privately licensed wealth management firm has been established for almost two decades and is based in South Yarra. They specialise in strategic financial planning, investment consulting and relationship management for high net worth individuals, families, businesses and family offices.

The firm is evidence-based in its investment approach, highly client focused, and committed to best practice in every aspect of wealth management. Their aim is to provide clarity, confidence and control for their clients through rigorous advice and multi-generational planning. Culture is central: the team is professional, collaborative and committed to both client success and individual growth.

The Role

This is a career opportunity for an Adviser or Senior Associate who is ready to take the next step. You will work closely with Principal Advisers on complex, multi-generational client strategies, while also building the capability to manage your own portfolio within two to three years.

From day one you will be exposed to high level client interactions, strategic planning and portfolio oversight, with mentoring and training designed to accelerate your development.

What You Will Do

Build strong, trusted client relationships, supporting Principal Advisers with high net worth and family office clients

Take an active role in client meetings, including presenting sections of reviews

Prepare and review Statements of Advice, Records of Advice, reports, cash flow models and investment analysis

Assist with implementing advice and overseeing trades and portfolio monitoring

Guide and delegate to Associates and Client Service Administrators

Contribute to internal committees and support continuous improvement across the firm

What You Will Bring

At least five years’ experience in wealth management or financial advice with high net worth clients

Degree in finance, accounting, economics or related discipline

FASEA exam and professional year completed, RG146 compliant

Strong technical knowledge of tax, structures, estate and succession planning

Proven ability to prepare and review complex advice documents

Developed understanding of investment markets and evidence-based investing

Excellent communication skills and a professional, mature presence

Organisational strength, initiative and the ability to manage competing priorities

Why Join

Structured pathway to manage your own client portfolio within two to three years

Mentoring and training directly from senior leadership

A collaborative culture where your work is valued and visible

Hybrid working model – flexibility to work from home Mondays and Fridays post probation

The opportunity to shape your long-term career in a firm that invests in its people and its clients

How to Apply

If you are passionate about building a career in wealth management and want to join a firm where you will be challenged, supported and rewarded, please apply now.

Kiera Brown

Director, FS Recruitment

kbrown @fsrecruit.com.au

0409 598 111