Associate - Wealth Management

Do things you love with people you care about and good things happen

BlueRock was created to be different to other firms – a disruptor by nature, and a multidisciplinary firm that is changing the way people and clients view professional services. From day one, that has been a central element that has attracted both clients and people to it. That difference, together with the entrepreneurial drive provided by its founder, Peter Lalor, has enabled BlueRock to grow incredibly quickly.

We love what we do, and we understand how to attract and retain the best talent and clients. From a disruptive startup, BlueRock has grown quickly to become a national business, recognized on Top 100 lists and as a ‘Best Place to Work’ company for many years.

Joining our team means unlocking career growth opportunities, gaining client referrals through our seamless service offerings, and engaging in meaningful work that makes a real impact.

We’re proud to be

• B Corp Certified
• A Certified Great Place to Work 2025

Not only that, we put our people first, in 2025 our BlueRockers said…

About the Wealth team

Mapping out a clear financial future needs a team approach. So our financial planners, estate planners, insurance brokers and investment advisors collaborate on a smart strategy to help our clients accumulate and protect wealth, and meet clients life goals. Plus you will have the opportunity to work alongside Victoria and Australia’s 2024 Holistic Adviser of the Year, IFA Excellence!

What you'll be doing :

We want to hear from people who have :

We believe in work-life integration and offer a hybrid model that includes both in-office and remote work options. This approach allows our people to find the balance that works best for them, accommodating their individual needs and day-to-day flexibility whilst also recognising the value of connecting in our amazing office.

We believe in giving back – BlueRockers are supported to help communities through Volunteer days and pro bono work!

For more amazing perks of working at BlueRock and employee benefits – head to our careers page! Or check us out on our socials and TikTok, @BeBlueRock

How to apply :

If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description – please still apply. We’d love to see if you could be a great fit and we can’t wait to meet you!

For any questions regarding this opportunity or if you require adjustments to participate in the recruitment process, please reach out to John O’Hare at john.ohare@thebluerock.com.au or Lee Kelly at lee.kelly@thebluerock.com.au

Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies.

Even in 2025, it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status.

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