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Associate Financial Adviser

Associate Financial Adviser

Thriving WealthCity of Melbourne, Victoria, Australia
9 days ago
Job description

Join Thriving Wealth as an Associate Adviser – Build a Career That Matters

The demand for meaningful, life‑changing financial advice continues to grow — and so is Thriving Wealth. We’re looking for an Associate Adviser to join our award‑winning, people‑first team in a flexible, hybrid environment where growth, balance, and purpose come together.

About the Role

Are you an ambitious professional ready to become a Financial Adviser within the next 12 months? At Thriving Wealth, you’ll :

  • Complete your Provisional Year (PY) with full structure and support.
  • Receive mentoring from award‑winning advisers who genuinely care about your growth.
  • Work directly with clients who value advice that changes lives.
  • Follow a 12‑month pathway to authorisation with proven success — we’ve already guided four advisers through the journey.
  • Be part of a modern, high‑performing team that celebrates your progress and supports your goals.

This role suits someone with at least three years of financial planning industry experience (CSM, Paraplanner, or Associate) who’s ready to step up into advice, client strategy, and relationship management.

What We’re Looking For

We’re looking for someone who not only brings technical skill, but also fits the Thriving Wealth way — purpose‑driven, people‑focused, and growth‑minded.

Must‑Haves

  • Minimum 3 years’ experience in financial planning, paraplanning, or client service.
  • Strong knowledge of Xplan and advice processes.
  • Excellent organisation, attention to detail, and follow‑through.
  • Professional written and verbal communication skills.
  • Completion or current study of a Graduate Diploma of Financial Planning (or equivalent).
  • A proactive mindset, eagerness to learn, and genuine care for people.
  • Values That Matter to Us

  • Genuine Care : Relationships matter as much as results.
  • Learning Mentality : See feedback as fuel and embrace learning.
  • Accountability : Take ownership and deliver with integrity and collaboration.
  • Collaboration : Thrive in a supportive, team‑first environment.
  • Authenticity : Communicate with honesty and humility.
  • Balance : Value wellbeing and family alongside excellence.
  • Service‑Driven : Find purpose in helping others succeed.
  • Culture & Environment

    Our culture is purpose‑driven, people‑focused, and growth‑minded. We invest in your career, treat mistakes as learning moments, and prioritise outcomes, growth, and a balanced approach to performance.

    Hybrid flexibility : 3 days in‑office and 2 days working from home to blend collaboration and focus.

    Benefits & Recognition

  • Multi‑award‑winning team with recent certifications (e.g., 2025 Spark FG Awards – Platinum Practice of the Year).
  • Well‑being support and family‑oriented approach.
  • Professional growth opportunities and continuous mentorship.
  • Apply

    Building a career that matters starts here. If you’re ready to take the next step in your financial advice career, apply now or share this opportunity with a fit colleague.

    Applications : https : / / thrivingwealth.typeform.com / to / mPrdCdGT

    #J-18808-Ljbffr

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    Financial Adviser • City of Melbourne, Victoria, Australia

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