Job Description

Our client is a tier-one Private Wealth Advisory Firm seeking to hire an Associate Advisorto join their Sydney team supporting 2leading private clientadvisers and their HNW clients.

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Working closely with the firm's Partners and Advisers, you will play an active role in delivering tailored, high-quality advice to the families we work with. This role provides hands-on exposure across the full advice process, including client reviews, advisory meetings, portfolio analysis, and business development initiatives. The position is rapid-paced and client-facing, requiring strong organisation, attention to detail, and the ability to manage competing priorities while contributing to client acquisition, retention, and continuous improvement across the advice and client service functions

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The ideal background will be someone with around circa 3-5+years experience in stockbroking or private wealth advisory support such as a Dealers Assistant / Desk Assistant / Advisers assistant role.

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On a day-to-day basis, your responsibilities will include:

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- Work closely with Partners and Advisers to deliver high-quality, tailored advice to clients.
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- Support client reviews, advisory meetings, and ongoing relationship management.
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- Contribute to investment analysis, portfolio reviews, and preparation of advice documentation.
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- Support portfolio implementation, monitoring, and rebalancing activities.
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- Ensure advice delivery aligns with compliance and internal governance standards.
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- Contribute to improving advice processes and the overall client experience.
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Experience:

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Our ideal candidate will bring:

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- 3-5 years' experience as CSA, operations or similar investment support role within a wholesale or HNW environment.
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- Diploma/Grad Diploma of Financial Planning looked at favorably, as would commencing CFA, CIMA, or CFP.
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- Strong understanding of the advice process and a clear ambition to progress toward an Adviser role over time.
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- Excellent attention to detail, with the ability to manage competing priorities in a fast-paced, client-focused environment.
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- Confident written and verbal communication skills, with a professional and credible client-facing approach.
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- Analytical mindset, with experience supporting portfolio analysis, client reviews, and advice documentation.
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- Proficiency across Microsoft Office and familiarity with CRM and investment platforms.
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- A collaborative team player who takes ownership, shows initiative, and is motivated to grow with the firm.
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📌 Associate Advisor - Private Wealth Management (New South Wales)
🏢 Anton Murray Consulting
📍 New South Wales