About the role

Valor Private Wealth is a boutique advice firm working with a small number of high-net-worth and wholesale clients. We keep the client base deliberately small so we can know each client properly and stay with them for the long term. This is a full time, permanent position working directly alongside the principal adviser across the full advice cycle: client meetings, strategy, documentation, implementation and ongoing review.

Key responsibilities
Preparing strategy papers, Statements of Advice and Records of Advice for HNW and wholesale clients (SMSF, trust and company structures are common)
Attending client meetings with the principal adviser and building the skills and knowledge to become an outstanding adviser




Implementing and reviewing portfolios, superannuation strategies, retirement planning and a small amount of insurance advice

About you
Degree qualification that meets the education standard, exam passed, and either mid-way through or recently completed your Qualified Year (candidates already on the register as a relevant provider are welcome to apply)
Some experience preparing advice for clients with SMSF, trust or multi-entity structures
Australian work rights; a current National Police Certificate will be requested before any offer

📌 Associate Adviser Sydney
🏢 Valor Private Wealth
📍 Sydney