Associate Advisor - CBD Firm - Progress to PY

Our client is a pure Wealth firm, located in the heart of Melbourne CBD. They offer their clients sophisticated advice, access to market-leading research and strategy, and an advisory team that is second to none in terms of experience, cutting-edge knowledge and client care.

With that in mind, an opportunity has arisen for an Associate Advisor to step into the team, and work underneath extremely capable senior, experienced advisors. This role will suit a technically strong Associate looking to take the next step in their career, with unlimited career development potential, and the prospect to complete your professional year when ready.

To be considered for this type of position, you will need to be able to demonstrate the following:

- Ability to work in a team environment, whilst demonstrating initiative and being able to work under pressure.
- Extremely high level of numeracy, and technical understanding
- Strong commercial acumen, and authenticity in front of a very professional client base

Our client is a pure Wealth firm, located in the heart of Melbourne CBD. They offer their clients sophisticated advice, access to market-leading research and strategy,



and an advisory team that is second to none in terms of experience, cutting-edge knowledge and client care.

With that in mind, an opportunity has arisen for an Associate Advisor to step into the team, and work underneath extremely capable senior, experienced advisors. This role will suit a technically strong Associate looking to take the next step in their career, with unlimited career development potential, and the opportunity to complete your professional year when ready.

To be considered for this type of position, you will need to be able to demonstrate the following:

- Ability to work in a team environment, whilst demonstrating initiative and being able to work under pressure.
- Extremely high level of numeracy, and technical understanding
- Strong commercial acumen, and authenticity in front of a very professional client base

Your role will be to support the senior advisors, to be involved in winning new business, formulating strategy, presenting the company brand professionally and effectively, and ultimately to grow into a senior advisory position over time.

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📌 Associate Advisor - CBD Firm - Progress to PY (Melbourne)
🏢 Five Recruitment
📍 Melbourne