At Partners Wealth Group (PWG), we're proud of our dynamic culture and the impressive growth it's created. We've invested heavily in our people, systems and infrastructure, establishing ourselves as one of Australia's leading providers of financial advisory services for high net worth individuals, business owners and organisations. Our unique, seamless approach, combining broad-based financial and business advice under one roof, has made us the partner of choice for clients and referral partners alike, and earned us recognition as one of Australia's Best Places to Work (AFR) and a certified Great Place to Work. The firm is led by Managing Director Mathew Cassidy, who has been recognised at #1 on the Barron’s Top 150 Financial Advisors list, reflecting the calibre of leadership and advice excellence across the group.

We exist to help our Clients, Partners and People unlock a world of possibilities and surpass their financial and lifestyle goals, and our people are at the centre of how we deliver on that. We invest heavily in developing talent, from our Advisors of the Future Professional Year Program for emerging advisers, through to structured pathways for experienced professionals stepping into leadership. Whether you're building a career in advice, operations, or the broader functions that support our business, you'll be joining a team that takes development seriously and gives you real opportunities to grow.

We're a values-led business that actively seeks team members who proactively add to our culture and naturally represent our core values of Integrity, Excellence, Accountability, Collaboration and Resilience. PWG is a workplace where your contribution is visible, your growth is prioritised, and the work you do genuinely matters.

Position Summary





The Associate works closely with the Financial Advisors to assist in the development and implementation of advice to new and existing clients.

Our POD structure within our advice teams provides a strong environment for an Associates who is looking to further build their technical capability, gain hands‑on exposure to advice formulation and strategy and direct client work, working closely with experienced advisors in a structured and well‑supported setting.

Key Responsibilities and Tasks

The Associate responsibilities span across 5 key pillars: Client Service & Advice, Advisor & POD Support, Team & Personal Development, Risk & Compliance and Team Culture & Innovation

- Attend and support client meetings end to end (preparation, note taking, and follow up) and assist with strategy formulation, workings, discussion papers, and advice document requests and checking.
- Deliver exceptional client service to drive retention and referrals, while identifying opportunities for additional wealth and broader PWG services, and maintaining robust communication with referral partners on mutual clients.
- Oversee and support implementation of advice, working closely with the client services team and assisting with client services responsibilities where required.
- Advisor related administration activities including revenue reconciliation and tracking, pipeline management, dashboards & reporting, compliance activities
- Maintain a high level of compliance in all advice and service to clients to ensure licensee standards are met, including audit and vetting




- Assist in training and development of Client Services team
- Actively contribute to identification and implementation of improvements such as systems, templates and tools

Education Requirements

- FASEA relevant degree or working towards a FASEA approved pathway
- Diploma Financial Planning / Financial Services or equivalent

About you

You're an ambitious, values led professional who is curious by nature, thrives on collaboration, and is motivated to grow your advice capability while delivering excellent client outcomes; who also has the following:

- 2-4 years’ experience in financial services industry
- Strong knowledge of financial advice and wealth management concepts
- Strategic financial planning/advisory skills
- Excellent written and verbal communication skills
- Time management skills and ability to work to deadlines and deliver results
- Strong problem-solving and analytical skills
- Values driven and a passionate about helping clients achieve their lifestyle goals

What We Offer

At Partners Wealth Group, we're passionate about helping our people build rewarding careers in a supportive and collaborative environment. We invest in your professional growth, wellbeing, and long-term success, with benefits including:

- Structured career pathways, mentoring and ongoing development opportunities
- Annual performance bonus opportunities and Pathway to Equity program
- Flexible working arrangements and additional leave options
- Health & Wellbeing Allowance and Employee Assistance Program (EAP) support
- Paid parental leave and family wellbeing support programs
- Referral bonuses, service recognition and staff discounts

Make a real difference to clients' financial wellbeing and be part of their journey to financial security

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📌 Associate Advisor (Melbourne)
🏢 Partners Wealth Group
📍 Melbourne