Job Description

Build your career with a business that's building its future.

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Are you looking for more than just another Associate Adviser role?

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Do you want to work closely with experienced advisers, contribute to real client strategies and build a genuine pathway towards becoming a Financial Adviser?

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At Everyday Wealth, we're not simply recruiting to fill a position. We're investing in the future of our business and looking for someone who wants to grow with us.

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As our business enters the next phase of growth, we're expanding our advice team and creating opportunities for ambitious professionals who want to develop into exceptional advisers.

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If you're looking for a role where you'll be challenged, supported and allowed to build a long-term career, we'd love to hear from you.

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Associate Adviser | Financial Adviser Career Pathway

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Build your career with a business that's building its future.

n

Are you looking for more than just another Associate Adviser role?

n

Do you want to work closely with experienced advisers, contribute to real client strategies and build a genuine pathway towards becoming a Financial Adviser?

n

At Everyday Wealth, we're not simply recruiting to fill a position. We're investing in the future of our business and looking for someone who wants to grow with us.

n

As our business enters the next phase of growth, we're expanding our advice team and creating opportunities for ambitious professionals who want to develop into exceptional advisers.

n

If you're looking for a role where you'll be challenged, supported and allowed to build a long-term career, we'd love to hear from you.

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About Everyday Wealth

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Everyday Wealth is a growing boutique financial planning practice based in Brookvale on Sydney's Northern Beaches.

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We help individuals and families make better financial decisions through strategic advice across:

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- Superannuation
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- Investments
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- Wealth Creation
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- Debt & Lending Strategies
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- Personal Insurance
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- Retirement Planning
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- Cash Flow & Financial Independence
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Our business has grown consistently through referrals, long-term client relationships and a commitment to delivering high-quality advice.

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As we continue to grow, we're investing heavily in our people, technology and systems to build a business that is scalable, efficient and an outstanding place to build a career.

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This is an exciting time to join the business.

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Over the next few years our goal is to continue expanding our advice team, creating new career opportunities and developing the next generation of Financial Advisers from within.

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The Opportunity

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This is a newly created role designed to support the continued growth of Everyday Wealth.

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You'll work directly alongside Ryan O'Grady (Director & Senior Financial Adviser) and Derrick, our Authorised Representative, gaining exposure to the complete financial planning process rather than being limited to one small part of it.

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From day one you'll be involved in real client strategies, technical advice preparation and implementation while developing the knowledge and experience required to become an adviser yourself.

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This role is ideal for someone who already has experience working within a financial planning practice and is ready to take the next step in their career.

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Your Career Pathway

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We believe career progression should be clear, achievable and supported.

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Our long-term vision is to continue expanding the advice team by developing advisers from within the business.

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Your expected career pathway may look something like:

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Associate Adviser

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↓

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Professional Year (PY)

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↓

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Financial Adviser

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↓

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Building your own client relationships and ongoing review portfolio

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↓

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Senior Financial Adviser

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As the business continues to grow, new opportunities for leadership, mentoring and adviser development will continue to be created.

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What You'll Be Doing

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Working closely with our advice team, you'll gain exposure across every stage of the advice process, including:

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- Research and strategy development
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- Financial modelling and analysis
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- Preparing Records of Advice (ROAs)
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- Assisting with Statements of Advice (SOAs)
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- Coordinating implementation of advice recommendations
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- Communicating with clients, accountants, solicitors, lenders, insurers and product providers
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- Preparing client review documentation
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- Supporting advisers during client meetings
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- Progressively taking greater ownership of client relationships
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- Contributing to continuous improvement of systems, processes and technology
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About You

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We're looking for someone who already has experience within a financial planning practice and wants to continue building their career.

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You'll ideally bring:

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- Experience working within a financial planning business
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- Robust understanding of the advice process
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- Excellent attention to detail
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- Strong written and verbal communication skills
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- A professional and proactive approach
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- Excellent organisational skills
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- Confidence working directly with clients and professional stakeholders
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- A genuine passion for financial advice and helping clients achieve better outcomes
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Most importantly, you're looking for more than just your next job.

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You're looking for a business that will invest in your development and provide genuine opportunities to become a Financial Adviser.

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Experience That Would Be Highly Regarded

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- Experience preparing or assisting with ROAs and SOAs
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- Experience using Xplan or similar financial planning software
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- Progress toward completing a relevant financial planning degree
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- Understanding of ASIC regulatory requirements and compliance obligations
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- Experience working with superannuation, insurance and investment implementation
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What We Offer

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- A genuine pathway towards becoming a Financial Adviser
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- Direct mentoring from experienced advisers
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- Exposure to client meetings and strategic advice discussions
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- Support through the Professional Year Program
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- Six-monthly performance and salary reviews
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- Competitive salary based on experience
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- One rostered day off each month
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- Flexible working arrangements
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- Ongoing technical and professional development
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- A collaborative, supportive and growing team culture
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Why Join Everyday Wealth?

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We believe our people are our greatest investment.

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We're building a business that creates opportunities, supports professional growth and develops exceptional Financial Advisers.

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If you're ambitious, enjoy learning, want to work alongside experienced advisers and are excited by the opportunity to build a long-term career within a growing business, we'd love to hear from you.

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Take the next step in your financial planning career and become part of the next chapter of Everyday Wealth.

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📌 Associate Adviser (Northern Beaches Council)
🏢 Everyday Wealth
📍 Northern Beaches Council