Job Description
FS Recruitment Solutions provided pay range
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This range is provided by FS Recruitment Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
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Base pay range
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$100,******/yr - $140,******/yr
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Direct message the job poster from FS Recruitment Solutions
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We are representing a highly regarded, privately owned wealth management firm with a strong track record advising high‐net‐worth clients and SMSFs. Their model blends the depth of a traditional stockbroking house with the breadth of holistic financial planning and the agility of a boutique — giving you exposure to every facet of financial services.
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This is a rare opportunity for an experienced investment professional to step into a client‐facing Associate Advisor role. You'll work alongside Directors and senior portfolio managers, delivering tailored strategies, deepening client relationships, and building the technical and commercial expertise to become a fully authorised adviser.
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If you haven't yet completed your Professional Year – you'll be guided through it with structured mentoring, client interaction, and technical training.
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If you've already completed your Professional Year – you'll be authorised to provide advice under the supervision of a Director, with immediate client‐facing responsibilities.
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Key Responsibilities
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Partner with senior advisers to deliver bespoke investment and wealth management strategies to HNW clients and SMSFs
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Prepare and present portfolio reviews, investment proposals, and strategic advice documents
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Conduct in‐depth market research and contribute to investment strategy discussions
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Manage and execute market orders across relevant trading systems
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Maintain accurate client records in Xplan, Iress, FactSet, and other platforms
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Participate in client meetings,



contributing to relationship management and advice delivery
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Ensure compliance with all regulatory and ethical standards
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About You
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Proven experience in broking, funds management, or private wealth advice (essential)
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Degree‐qualified in finance, economics, commerce, or related discipline
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Completed or currently undertaking Professional Year (PY)
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RG146 compliant (or willing to obtain)
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Strong technical skills in portfolio construction, investment analysis, and financial modelling
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Excellent communication and relationship‐building skills
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High attention to detail, initiative, and commercial acumen
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Proficiency in Excel; coding skills highly regarded
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Why This Role Stands Out
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You'll be joining a firm that values independence, informed opinion, and up-to-date, technology‐driven advice delivery. You'll gain exposure to direct equities, managed funds, and holistic wealth strategies, while building the client trust and technical expertise that define a successful adviser.
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For a confidential discussion or to apply, contact:
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Director, FS Recruitment
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************
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Seniority level
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Seniority level
Associaten
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Employment type
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Employment type
Full-timen
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Job function
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Job function
Financen
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📌 Associate Advisor - Private Wealth (Victoria)
🏢 FS Recruitment Solutions
📍 Victoria