06 Aug
|
MW Wealth Management
|
Victoria
06 Aug
MW Wealth Management
Victoria
Associate Adviser – Full Time | MW Group | Richmond, MelbourneStep 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 PhilosophyYou'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 TrainingWe don't leave your development to chance.You'll follow a predictable, supportive operating cadence that includes:Weekly adviser development sessionsCase study workshopsLive meeting shadowingSkills coaching to refine your technical and interpersonal performanceThis rhythm builds capability fast and gives you total clarity on expectations and growth milestones.Attractive and Transparent REM ModelWe believe high performers should be rewarded.
Your package includes:Above-market base salaryPerformance-based incentivesA explicit progression model that rewards capability, responsibility and client impactFor candidates stepping into advising,
we offer short-term transition into a client book with structured revenue opportunities.Full Support to Deliver Exceptional Client JourneysYou'll have access to:Proven client engagement templates and communication modelsA streamlined internal process that ensures free flow of work and zero bottlenecksA committed operations and paraplanning teamA firm-wide ethos of consistency, reliability and client-first executionWe set you up to shine in every client moment.What You'll Be DoingPreparing for and supporting in-person and virtual advice meetingsShadowing advisers to master the MW Group client journeyCoordinating and completing post-meeting actionsDrafting clear, timely and professional client communicationsPreparing ROAs or wholesale-level advice documentationStaying on the front foot of regulatory, strategic and market changesWorking closely with advisers and support staff to deliver a seamless experience every timeWhat We're Looking ForExceptional communication and relationship-building capabilityTertiary qualification in Financial Planning or related discipline and/or Graduate Diploma progress.2-3 years' experience in financial planning (client services, paraplanning or advice)Strong technical understanding of financial products, frameworks and complianceA genuine passion for client outcomes and professional excellencePreferably PY program to commence within 12 months, we can support your full Professional Year.We will provide support throughout the adviser registration processStep Into Your FutureIf 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 (Victoria)
🏢 MW Wealth Management
📍 Victoria