Associate Adviser (Bendigo)

Associate Adviser (Bendigo)

05 Aug
|
Advice2Talent
|
Bendigo

05 Aug

Advice2Talent

Bendigo

Swap the city grind for genuine career growth. Immediate Professional Year commencement available.
Are you ready to build a long-term career in financial advice, with mentoring, client exposure, and a clear pathway to becoming a Financial Adviser?
A well-established and growing regional financial planning practice is looking for either:
A recent Financial Planning graduate
An Associate Adviser ready to commence or continue their Skilled Year
This is an outstanding opportunity to join a supportive team where you'll gain hands-on experience, develop your technical and interpersonal skills, and work alongside experienced advisers who are invested in your success.
About the Practice:
You'll join a collaborative team of:
3 Financial Advisers
Several Accountants
Dedicated support staff
As part of a broader organisation with 100+ employees, you'll benefit from extensive mentoring, collaboration, and networking opportunities while enjoying the close-knit culture of a regional office.
What You'll Be Doing:
Prepare for client meetings, including fact finds, research, modelling, and projections
Assist in developing financial strategies and implementing advice
Support client reviews, follow-ups,



and ongoing service
Work closely with experienced advisers and gain genuine exposure to the advice process
Progress towards becoming a fully qualified Financial Adviser through your Professional Year
About You:
Passionate about building a career in financial advice
Studying or have completed a Financial Planning degree (or equivalent)
Highly organised, proactive, and client-focused
Eager to learn, take initiative, and develop professionally
Previous experience in a financial planning practice is advantageous, but a positive attitude and willingness to learn are equally important
What's on Offer:
Salary: $70,000-$95,000 + super (depending on experience). Graduates will be considered at the lower end of the salary range.
Immediate commencement of the Professional Year pathway
Structured mentoring from experienced Financial Advisers
Strong career progression within a growing practice
Relocation to Bendigo from Melbourne welcomed
Supportive team culture with excellent learning and development opportunities
#J-*****-Ljbffr

📌 Associate Adviser (Bendigo)
🏢 Advice2Talent
📍 Bendigo

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