FS Recruitment Solutions provided pay range

This range is provided by FS Recruitment Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $140,000.00/yr

Direct message the job poster from FS Recruitment Solutions

We are representing a highly regarded, privately owned wealth management firm with a strong track record advising high‑net‑worth clients and SMSFs. Their model blends the depth of a traditional stockbroking house with the breadth of holistic financial planning and the agility of a boutique — giving you exposure to every facet of financial services.

This is a rare opportunity for an experienced investment skilled to step into a client‑facing Associate Advisor role. You’ll work alongside Directors and senior portfolio managers, delivering tailored strategies, deepening client relationships, and building the technical and commercial expertise to become a fully authorised adviser.

- If you haven’t yet completed your Professional Year – you’ll be guided through it with structured mentoring, client interaction, and technical training.
- If you’ve already completed your Professional Year – you’ll be authorised to provide advice under the supervision of a Director, with immediate client‑facing responsibilities.

Key Responsibilities

- Partner with senior advisers to deliver bespoke investment and wealth management strategies to HNW clients and SMSFs
- Prepare and present portfolio reviews, investment proposals, and strategic advice documents
- Conduct in‑depth market research and contribute to investment strategy discussions
- Manage and execute market orders across relevant trading systems
- Maintain accurate client records in Xplan, Iress, FactSet, and other platforms




- Participate in client meetings, contributing to relationship management and advice delivery
- Ensure compliance with all regulatory and ethical standards

About You

- Proven experience in broking, funds management, or private wealth advice (essential)
- Degree‑qualified in finance, economics, commerce, or related discipline
- Completed or currently undertaking Professional Year (PY)
- RG146 compliant (or willing to obtain)
- Strong technical skills in portfolio construction, investment analysis, and financial modelling
- Excellent communication and relationship‑building skills
- High attention to detail, initiative, and commercial acumen
- Proficiency in Excel; coding skills highly regarded

Why This Role Stands Out

You’ll be joining a firm that values independence, informed opinion, and modern, technology‑driven advice delivery . You’ll gain exposure to direct equities, managed funds, and holistic wealth strategies , while building the client trust and technical expertise that define a successful adviser.

For a confidential discussion or to apply, contact:

Director, FS Recruitment

Seniority level

- Seniority level

Associate

Employment type

- Employment type

Full-time

Job function

- Job function

Finance

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📌 Associate Advisor - Private Wealth (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne