Associate Financial Adviser
Our client is one of Australia\'s largest privately-owned and operated financial services firms, managing over $6 billion in funds under management nationally. With a multi-office footprint across NSW and QLD, including a well-established Canberra presence, the firm has built its reputation on a boutique, non-platform advice model — delivering direct, tailored portfolios.
The Opportunity
The firm is seeking a highly capable, client-focused Associate Financial Adviser to join their Canberra office. You will be part of a well-resourced, team-oriented environment providing bespoke financial advice to HNW clients, high-earning professionals, and family groups.
In a firm with multiple award-winning Advisers, this is an unparalleled learning and career acceleration opportunity.
You will support a book of the existing clients, and be with work closely with in-house asset management, SMSF, and Insurance Specialists.
The Role
- Understanding clients’ immediate needs, long term objectives and level of comfort with risk
- Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy
- Provide quality and trusted financial advice
- Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
- Ensuring accuracy and compliance of client files and advice documentation
- Assist providing guidance and technical direction to paraplanners and implementation staff
About You
- Working towards ASIC-aligned qualifications
- 1 to 3 years of experience in an Associate Adviser or similar position
- Excellent Stakeholder Management ability
- Strong, effective spoken and written communication
- Confident presence with HNW, and high-earning professional clients
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