Build your career with a business that's building its future.
Are you looking for more than just another Associate Adviser role?
Do you want to work closely with experienced advisers, contribute to real client strategies and build a genuine pathway towards becoming a Financial Adviser?
At Everyday Wealth, we're not simply recruiting to fill a position. We're investing in the future of our business and looking for someone who wants to grow with us.
As our business enters the next phase of growth, we're expanding our advice team and creating opportunities for ambitious professionals who want to develop into exceptional advisers.
If you're looking for a role where you'll be challenged, supported and allowed to build a long-term career, we'd love to hear from you.
Associate Adviser | Financial Adviser Career Pathway
Build your career with a business that's building its future.
Are you looking for more than just another Associate Adviser role?
Do you want to work closely with experienced advisers, contribute to real client strategies and build a genuine pathway towards becoming a Financial Adviser?
At Everyday Wealth, we're not simply recruiting to fill a position. We're investing in the future of our business and looking for someone who wants to grow with us.
As our business enters the next phase of growth, we're expanding our advice team and creating opportunities for ambitious professionals who want to develop into exceptional advisers.
If you're looking for a role where you'll be challenged, supported and allowed to build a long-term career, we'd love to hear from you.
About Everyday Wealth
Everyday Wealth is a growing boutique financial planning practice based in Brookvale on Sydney's Northern Beaches.
We help individuals and families make better financial decisions through strategic advice across:
Superannuation
Investments
Wealth Creation
Debt & Lending Strategies
Personal Insurance
Retirement Planning
Cash Flow & Financial Independence
Our business has grown consistently through referrals, long-term client relationships and a commitment to delivering high-quality advice.
As we continue to grow, we're investing heavily in our people, technology and systems to build a business that is scalable, efficient and an outstanding place to build a career.
This is an exciting time to join the business.




Over the next few years our goal is to continue expanding our advice team, creating new career opportunities and developing the next generation of Financial Advisers from within.
The Opportunity
This is a newly created role designed to support the continued growth of Everyday Wealth.
You'll work directly alongside Ryan O'Grady (Director & Senior Financial Adviser) and Derrick, our Authorised Representative, gaining exposure to the complete financial planning process rather than being limited to one small part of it.
From day one you'll be involved in real client strategies, technical advice preparation and implementation while developing the knowledge and experience required to become an adviser yourself.
This role is ideal for someone who already has experience working within a financial planning practice and is ready to take the next step in their career.
Your Career Pathway
We believe career progression should be clear, achievable and supported.
Our long-term vision is to continue expanding the advice team by developing advisers from within the business.
Your expected career pathway may look something like:
Associate Adviser
↓
Professional Year (PY)
↓
Financial Adviser
↓
Building your own client relationships and ongoing review portfolio
↓
Senior Financial Adviser
As the business continues to grow, new opportunities for leadership, mentoring and adviser development will continue to be created.
What You'll Be Doing
Working closely with our advice team, you'll gain exposure across every stage of the advice process, including:
Research and strategy development
Financial modelling and analysis
Preparing Records of Advice (ROAs)
Assisting with Statements of Advice (SOAs)
Coordinating implementation of advice recommendations
Communicating with clients, accountants, solicitors, lenders, insurers and product providers
Preparing client review documentation
Supporting advisers during client meetings




Progressively taking greater ownership of client relationships
Contributing to continuous improvement of systems, processes and technology
About You
We're looking for someone who already has experience within a financial planning practice and wants to continue building their career.
You'll ideally bring:
Experience working within a financial planning business
Strong understanding of the advice process
Excellent attention to detail
Strong written and verbal communication skills
A professional and proactive approach
Excellent organisational skills
Confidence working directly with clients and skilled stakeholders
A genuine passion for financial advice and helping clients achieve better outcomes
Most importantly, you're looking for more than just your next job.
You're looking for a business that will invest in your development and provide genuine opportunities to become a Financial Adviser.
Experience That Would Be Highly Regarded
Experience preparing or assisting with ROAs and SOAs
Experience using Xplan or similar financial planning software
Progress toward completing a relevant financial planning degree
Understanding of ASIC regulatory requirements and compliance obligations
Experience working with superannuation, insurance and investment implementation
What We Offer
A genuine pathway towards becoming a Financial Adviser
Direct mentoring from experienced advisers
Exposure to client meetings and strategic advice discussions
Support through the Professional Year Program
Six-monthly performance and salary reviews
Competitive salary based on experience
One rostered day off each month
Flexible working arrangements
Ongoing technical and professional development
A collaborative, supportive and growing team culture
Why Join Everyday Wealth?
We believe our people are our greatest investment.
We're building a business that creates opportunities, supports professional growth and develops exceptional Financial Advisers.
If you're ambitious, enjoy learning, want to work alongside experienced advisers and are excited by the opportunity to build a long-term career within a growing business, we'd love to hear from you.
Take the next step in your financial planning career and become part of the next chapter of Everyday Wealth.
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📌 Associate Adviser (New South Wales)
🏢 Everyday Wealth
📍 New South Wales