This advice practice takes a genuinely holistic approach to client care, and is looking for an Associate Adviser to support its Senior Advisers across a well-established client base. Expect a stable, collaborative team environment with a strong track record of long-term client relationships and tailored strategy work.
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Clients are primarily pre- and post-retirees, with average portfolios around $1.5 million, plus a number of larger accounts, corporate structures, SMSFs and family trusts.
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You'll work closely with Advisers with a clear pathway toward managing your own portfolio over time. It's a broad, client-facing role covering:
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What you'll bring:
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Flexible hours, with WFH options available.
Associate Advisor • Melbourne, VIC, AU
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