Wealth Associate – Canberra

Join a high-performing private wealth team within a leading Canberra based wealth management firm. This is an exciting opportunity to partner with a group of highly regarded financial professionals and deliver exceptional wealth advice and client outcomes within a collaborative, client-centric environment.

The Opportunity

Working closely with an established client base, you’ll provide strategic financial advice across investment, superannuation, and wealth protection strategies. You’ll have the opportunity to build and grow trusted relationships, supported by a strong internal network of Advisors, Associates and Paraplanners.

This role offers a clear pathway of progression and support through your professional year, within a business that values integrity, technical excellence, and long-term client relationships.

Key Responsibilities

• Assist advisors with delivering tailored financial and investment advice to a portfolio of high-net-worth clients.
• Develop and maintain trusted, long-term relationships built on integrity, transparency, and exceptional service.
• Conduct comprehensive financial reviews, identifying strategies that align with clients’ goals and risk profiles.
• Collaborate with internal stakeholders to ensure seamless advice delivery and compliance with all regulatory obligations.

About You

• Proven experience as a Wealth Associate or Paraplanner
• Strong technical knowledge of superannuation, investments, and insurance strategies.
• Relevant tertiary qualifications
• Exceptional communication, emotional intelligence, and relationship management skills.
• Highly motivated, proactive, and committed to delivering exceptional client outcomes.

Why Join

This is an excellent opportunity for a driven Wealth Associate seeking to join a market-leading firm with a strong reputation for professionalism, collaboration, and client care.

You’ll enjoy:

• A stable and supportive environment with industry-leading resources and compliance support.
• Exposure to a sophisticated client base and complex advisory opportunities.
• A genuine career pathway with clear progression

Please apply via the above link, or for a confidential discussion, reach out to [email protected]