Job Description

Take the Next Step in Financial Advice | Associate Adviser Opportunities in Hawthorn & Wheelers Hill

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We are partnering with two well-established financial planning firms in Melbourne that are seeking experienced Associate Advisers to join their growing advice teams.

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Whether you are looking to work closely with a Senior Adviser in a high-performing practice or continue your Professional Year (PY) toward becoming a qualified Financial Adviser, we would love to hear from you.

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Hawthorn, VIC

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Join a respected and growing financial planning group where you will work closely with an experienced Senior Financial Adviser and contribute across the full advice process.

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Key responsibilities include:

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- Attending client meetings alongside the Adviser
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- Assisting with implementing advice strategies
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- Researching superannuation, retirement, investment, insurance, wealth creation, and estate planning strategies
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- Preparing and reviewing ROAs and coordinating with paraplanners on SOAs
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- Supporting ongoing client relationship management and practice initiatives
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What's on offer:

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- Up to $112,000 package (depending on experience)
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- Exposure to complex client strategies
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- A collaborative and supportive advice team
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- Strong long-term career growth opportunities
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Wheelers Hill, VIC

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Join a highly regarded financial planning firm with a structured Professional Year (PY) pathway designed to support your progression toward becoming a qualified Financial Adviser.

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Key responsibilities include:

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- Participating in client meetings and preparing meeting packs
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- Developing technical strategies and maintaining CRM file notes
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- Liaising with the outsourced paraplanning team for SOA and ROA preparation
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- Preparing client review reports and Annual Advice Agreements (AAAs)
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- Ensuring advice meets Best Interest Duty and compliance requirements
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What's on offer:

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- $90,000-$100,000 + Super
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- Fully supported Professional Year pathway
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- Ongoing mentoring from experienced Financial Advisers
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- Clear progression toward a qualified Financial Adviser role
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About You:

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To be successful, you will have:

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- 2-3+ years of experience as an Associate Adviser within an Australian financial planning practice
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- Experience using Xplan, AdviserLogic, Plutosoft, or similar financial planning software
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- Solid communication, organisation, and relationship-building skills
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- A proactive and client-focused mindset
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Ready to explore either opportunity?

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Send your CV to [email protected] and let us know whether you are interested in the Hawthorn or Wheelers Hill position.

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📌 Associate Advisor (Victoria)
🏢 Advice2Talent
📍 Victoria