Job Description

Associate Adviser – Full Time | MW Group | Richmond, Melbourne

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Step confidently into your advisory future.

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MW Group is one of Melbourne's most respected private wealth firms — and we're growing fast. This is a rare opportunity for an experienced financial planning professional to join a high-performance team with a clear, structured pathway into an advisory role, backed by elite training, powerful operating rhythms, and a client experience engine built to win.

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If you're hungry, coachable and ready to accelerate your career, this role will give you the platform, capability and mentorship to become a top-tier adviser.

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Why MW Group?

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A Clear, Cohesive Advice Philosophy

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You'll be trained in the same proven advice frameworks that drive our client success — from evidence-based strategy to behavioural coaching to long-term wealth architecture.
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Structured Operational Rhythm & Weekly Training

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We don't leave your development to chance.
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- Weekly adviser development sessions
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- Case study workshops
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- Live meeting shadowing
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- Skills coaching to refine your technical and interpersonal performance This rhythm builds capability fast and gives you total clarity on expectations and growth milestones.
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Attractive and Transparent REM Model

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We believe high performers should be rewarded. Your package includes:

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- Above-market base salary
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- Performance-based incentives
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- A clear progression model that rewards capability, responsibility and client impact For candidates stepping into advising,



we offer short-term transition into a client book with structured revenue opportunities.
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Full Support to Deliver Exceptional Client Journeys

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You'll have access to:

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- Proven client engagement templates and communication models
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- A streamlined internal process that ensures free flow of work and zero bottlenecks
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- A committed operations and paraplanning team
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- A firm-wide ethos of consistency, reliability and client-first execution We set you up to shine in every client moment.
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What You'll Be Doing

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- Preparing for and supporting in-person and virtual advice meetings
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- Shadowing advisers to master the MW Group client journey
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- Coordinating and completing post-meeting actions
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- Drafting clear, timely and professional client communications
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- Preparing ROAs or wholesale-level advice documentation
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- Staying on the front foot of regulatory, strategic and market changes
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- Working closely with advisers and support staff to deliver a seamless experience every time
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What We're Looking For

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- Exceptional communication and relationship-building capability
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- Tertiary qualification in Financial Planning or related discipline and/or Graduate Diploma progress.
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- 2-3 years' experience in financial planning (client services, paraplanning or advice)
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- Strong technical understanding of financial products, frameworks and compliance
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- A genuine passion for client outcomes and skilled excellence
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- Preferably PY program to commence within 12 months, we can support your full Professional Year.
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- We will provide support throughout the adviser registration process
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Step Into Your Future

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If you want a role where you can grow rapidly, be trained by leading advisers, and build a meaningful career inside a respected wealth firm, we want to meet you.

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📌 Associate Financial Advisor (Williamstown)
🏢 MW Wealth Management
📍 Williamstown