Associate Adviser

Wealth Management
August 1, 2023
$90000 - $100000
Full Time
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Job Description

Our esteemed financial advisory client is seeking a dynamic and motivated Associate Advisor to join their Melbourne team. An exceptional opportunity!

Are you a driven and talented individual with a passion for finance and a desire to make a positive impact on people’s lives? Our esteemed financial advisory firm is seeking a dynamic and motivated Associate Financial Advisor to join our Melbourne team. This is an exceptional opportunity for a budding financial professional to develop their skills and contribute to the success of our clients and the firm.
 
Who will you be working with?
Our client pride themselves on delivering personalised financial solutions and empowering our clients to achieve their financial goals. With a strong commitment to integrity, transparency, and excellence, we have built a reputation as a trusted advisor in the financial industry.
 
Benefits to successful applicant:

  • Competitive salary and performance-based incentives.
  • Comprehensive training and professional development opportunities.
  • Access to cutting-edge financial tools and technologies.
  • A collaborative and supportive work environment.
  • Opportunity for career growth and advancement within the firm.

 
Duties and responsibilities include:

As an Associate Financial Advisor, you will work closely with our team of seasoned financial advisors to provide comprehensive financial planning and investment advisory services. Your primary responsibilities will include:

  • Assisting in the development of customised financial plans based on client objectives and risk tolerance.
  • Conducting research and analysis to support investment recommendations and strategies.
  • Monitoring and reviewing clients’ investment portfolios to ensure alignment with their goals.
  • Participating in client meetings and effectively communicating financial strategies and recommendations.
  • Collaborating with other team members to deliver exceptional client service and maintain client relationships.
  • Staying up-to-date with industry trends, regulations, and best practices.

 
We are looking for someone with:

  • Bachelor’s degree in Finance, Economics, Business, or a related field.
  • Minimum of 2 years of relevant experience in the financial services industry, preferably in a financial planning or investment advisory role.
  • Demonstrated knowledge of financial markets, investment products, and financial planning concepts.
  • Strong analytical and problem-solving skills, with attention to detail.
  • Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • A proactive and client-centric approach to financial planning.

 
If this sounds like your next role, please apply now! Or contact Tegan Williams from Fuse Recruitment on 0421 723 101 for any questions.
At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients. If you are an insurance or finance professional looking for your next opportunity, we’d love to hear from you!
If you know someone looking for a job, refer them to us and we’ll give you $500* if we find them a new role!
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