06 Aug
|
MW Wealth Management
|
Williamstown
06 Aug
MW Wealth Management
Williamstown
Financial Adviser | Melbourne | Step Into a Warm Book & Grow With It
MW Group isn't a factory. We're a boutique wealth firm built around a clear advice philosophy, a tight operating rhythm, and a genuine belief that the right system lets outstanding advisers do their best work.
We're growing — and we're looking for an experienced Financial Adviser who wants more than just a desk and a book of clients.
Most firms talk about support. We've built it.
An operating rhythm designed around your growth — not just CPD compliance. We run targeted internal training, coaching, and shared learning sessions focused on what actually moves the needle: organic growth, deeper client relationships, and sharper advice outcomes. You'll get better here.
A clear advice philosophy — not a loosely interpreted licensee guide. Our advisers work within a well-defined framework that makes decisions cleaner, files stronger, and client conversations more confident.
An advice system built to deliver more value — from paraplanning through to SOA delivery, our processes are designed so you're spending your time where it counts. A 20+ person team of experienced paraplanners and client service staff have your back.
Remuneration that rewards growth, not tenure — our REM structure is genuinely aligned to your performance. As you grow your book and deepen client outcomes, your earnings grow with it. No arbitrary caps, no waiting your turn. If you're producing, you're rewarded — transparently and proportionally.
A warm book of loyal clients — high-trust, long-term relationships ready to be deepened, not just maintained.
The Role
$110,000 – $160,000 + super + performance bonus (commensurate with experience)
REM structure aligned to growth — your upside scales with your results
Hybrid working arrangements
Direct input into advice strategy and business direction
Referral network already producing
What you'll be doing
- Delivering holistic advice across super, retirement, investments, insurance, and estate planning
- Managing and growing an existing client base with room to expand
- Building referral partner relationships and converting opportunities
- Contributing to process improvement — we want your ideas, not just your compliance
- Maintaining high advice quality and full regulatory standards (always)
What we're looking for
See below for a possible PY/associate admission.
- FASEA-approved degree (or equivalent) + ASIC AR status
- Minimum 2 years' experience advising in Australia
- A relationship-first approach — clients remember how you make them feel
- Commercial awareness without losing the client-first lens
- Someone who wants to grow, not just process
Associate Adviser on your Professional Year?
If you're currently working as an Associate Adviser, completing your PY, and you genuinely believe you're ready to step up — we want to hear from you. We know talent doesn't always wait for the calendar. If you've got the hunger, the relationship skills, and the commercial instinct, we're open to the conversation.
If you've been in a firm where training means sitting through a webinar and "support" means a shared inbox — this is a different environment. MW Group has invested in the infrastructure, the philosophy, and the people to back a great adviser properly.
Come in with ambition. We'll give you the room to use it.
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📌 Financial Advisor (Williamstown)
🏢 MW Wealth Management
📍 Williamstown