Permanent opportunity | Wealth Management

QIX Consulting Group is partnering with a growing and well-established financial advice business seeking an experienced Associate or Senior Associate Adviser to join its Melbourne team.

With another exciting year of growth planned, the business is looking for someone who can work closely with experienced advisers, support recent and existing client relationships, and help deliver a seamless advice experience.

This opportunity could suit either:
A career Senior Associate who enjoys being a trusted partner to advisers and clients and wants to build a long-term career in a senior support capacity; or
An ambitious Associate who would like to develop their technical and client-facing capabilities before progressing into a Financial Adviser role in the future.

Key responsibilities:
Supporting advisers throughout the end-to-end advice process
Attending client meetings and preparing meeting documentation
Assisting with strategy development and advice preparation
Coordinating with paraplanning, administration and implementation teams
Managing client reviews, follow-ups and ongoing service requirements




Building strong relationships with clients and acting as a trusted point of contact
Ensuring all documentation and advice processes meet compliance requirements
Supporting the onboarding of recent clients and anticipated business growth

What we’re looking for:
Previous experience within financial planning, wealth management or private wealth
Experience working as an Associate Adviser, Senior Associate, Paraplanner or in a similar advice-support role
A sound understanding of superannuation, investments, insurance and wealth strategies
Strong client-facing, communication and relationship-management skills
Excellent attention to detail and the ability to manage multiple priorities
A proactive, skilled and collaborative approach

This is an excellent opportunity to join a supportive and growing business that can offer long-term stability, exposure to experienced advisers and genuine career development.

Diversity & Inclusion

We are committed to fostering a diverse and inclusive workplace and encourage applications from all backgrounds.

Sterk Advisory Pty Ltd trading as QIX Consulting Group
J-18808-Ljbffr

📌 Senior Associate Advisor Melbourne
🏢 Qix Consulting
📍 Melbourne