Job Description

Associate Advisor - CBD Firm - Progress to PY

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Our client is a pure Wealth firm, located in the heart of Melbourne CBD. They offer their clients sophisticated advice, access to market-leading research and strategy, and an advisory team that is second to none in terms of experience, cutting-edge knowledge and client care.

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With that in mind, an opportunity has arisen for an Associate Advisor to step into the team, and work underneath extremely capable senior, experienced advisors. This role will suit a technically strong Associate looking to take the next step in their career, with unlimited career development potential, and the opportunity to complete your professional year when ready.

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To be considered for this type of position, you will need to be able to demonstrate the following:

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- Ability to work in a team environment, whilst demonstrating initiative and being able to work under pressure.
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- Extremely high level of numeracy, and technical understanding
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- Strong commercial acumen, and authenticity in front of a very professional client base
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Our client is a pure Wealth firm, located in the heart of Melbourne CBD. They offer their clients sophisticated advice, access to market-leading research and strategy,



and an advisory team that is second to none in terms of experience, cutting-edge knowledge and client care.

n

With that in mind, an opportunity has arisen for an Associate Advisor to step into the team, and work underneath extremely capable senior, experienced advisors. This role will suit a technically strong Associate looking to take the next step in their career, with unlimited career development potential, and the opportunity to complete your professional year when ready.

n

To be considered for this type of position, you will need to be able to demonstrate the following:

n

n
- Ability to work in a team environment, whilst demonstrating initiative and being able to work under pressure.
n
- Extremely high level of numeracy, and technical understanding
n
- Solid commercial acumen, and authenticity in front of a very professional client base
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Your role will be to support the senior advisors, to be involved in winning new business, formulating strategy, presenting the company brand professionally and effectively, and ultimately to grow into a senior advisory position over time.

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📌 Associate Advisor - CBD Firm - Progress to PY (Victoria)
🏢 Five Recruitment
📍 Victoria