Job Description
Senior Associate Adviser | Pathway to Financial Adviser
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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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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 our experienced advisers, 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 progress towards becoming a Financial Adviser.
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This role is designed for someone who already has practical 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 career pathway may look something like:
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Senior Associate Adviser
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Professional Year (PY)
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Financial Adviser
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Building your own client relationships and ongoing review portfolio
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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 practical experience working 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 an Australian financial planning business
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Practical experience preparing or assisting with ROAs and SOAs
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A robust understanding of the end-to-end advice process
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Experience supporting Financial Advisers with strategy, research and implementation
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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 using Xplan or similar financial planning software
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Progress towards 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.

📌 Senior Associate Adviser | Pathway To Financial Adviser (New South Wales)
🏢 Everyday Wealth
📍 New South Wales