Associate Adviser – Full Time | MW Group | Richmond, Melbourne

Step confidently into your advisory future.

MW Group is one of Melbourne's most respected private wealth firms — and we're growing fast. This is a rare opportunity for an experienced financial planning professional to join a high-performance team with a clear, structured pathway into an advisory role, backed by elite training, powerful operating rhythms, and a client experience engine built to win.

If you're hungry, coachable and ready to accelerate your career, this role will give you the platform, capability and mentorship to become a top-tier adviser.

Why MW Group?

A Clear, Cohesive Advice Philosophy

You’ll be trained in the same proven advice frameworks that drive our client success — from evidence-based strategy to behavioural coaching to long-term wealth architecture.
Our philosophy is simple: clarity, confidence and consistency in every client interaction. You’ll learn exactly how to communicate advice that moves clients to action.

Structured Operational Rhythm & Weekly Training

We don't leave your development to chance.
You'll follow a predictable, supportive operating cadence that includes:

- Weekly adviser development sessions
- Case study workshops
- Live meeting shadowing
- Skills coaching to refine your technical and interpersonal performance
This rhythm builds capability fast and gives you total clarity on expectations and growth milestones.

Attractive and Transparent REM Model

We believe high performers should be rewarded. Your package includes:

- Above-market base salary
- Performance-based incentives
- A clear progression model that rewards capability, responsibility and client impact
For candidates stepping into advising,



we offer short-term transition into a client book with structured revenue opportunities.

Full Support to Deliver Exceptional Client Journeys

You’ll have access to:

- Proven client engagement templates and communication models
- A streamlined internal process that ensures free flow of work and zero bottlenecks
- A committed operations and paraplanning team
- A firm-wide ethos of consistency, reliability and client-first execution
We set you up to shine in every client moment.

What You’ll Be Doing

- Preparing for and supporting in-person and virtual advice meetings
- Shadowing advisers to master the MW Group client journey
- Coordinating and completing post-meeting actions
- Drafting clear, timely and professional client communications
- Preparing ROAs or wholesale-level advice documentation
- Staying on the front foot of regulatory, strategic and market changes
- Working closely with advisers and support staff to deliver a seamless experience every time

What We’re Looking For

- Exceptional communication and relationship-building capability
- Tertiary qualification in Financial Planning or related discipline and/or Graduate Diploma progress.
- 2-3 years' experience in financial planning (client services, paraplanning or advice)
- Robust technical understanding of financial products, frameworks and compliance
- A genuine passion for client outcomes and professional excellence
- Preferably PY program to commence within 12 months, we can support your full Professional Year.
- We will provide support throughout the adviser registration process

Step Into Your Future

If you want a role where you can grow rapidly, be trained by leading advisers, and build a meaningful career inside a respected wealth firm, we want to meet you.

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📌 Associate Financial Advisor (Williamstown)
🏢 MW Wealth Management
📍 Williamstown