FS Recruitment Solutions provided pay rangeThis 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.Base pay range$100,******/yr - $140,******/yrDirect message the job poster from FS Recruitment SolutionsWe 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.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.If you haven't yet completed your Qualified Year – you'll be guided through it with structured mentoring, client interaction, and technical training.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.Key ResponsibilitiesPartner with senior advisers to deliver bespoke investment and wealth management strategies to HNW clients and SMSFsPrepare and present portfolio reviews, investment proposals, and strategic advice documentsConduct in‐depth market research and contribute to investment strategy discussionsManage and execute market orders across relevant trading systemsMaintain accurate client records in Xplan, Iress, FactSet,



and other platformsParticipate in client meetings, contributing to relationship management and advice deliveryEnsure compliance with all regulatory and ethical standardsAbout YouProven experience in broking, funds management, or private wealth advice (essential)Degree‐qualified in finance, economics, commerce, or related disciplineCompleted or currently undertaking Professional Year (PY)RG146 compliant (or willing to obtain)Strong technical skills in portfolio construction, investment analysis, and financial modellingExcellent communication and relationship‐building skillsHigh attention to detail, initiative, and commercial acumenProficiency in Excel; coding skills highly regardedWhy This Role Stands OutYou'll be joining a firm that values independence, informed opinion, and modern, 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.For a confidential discussion or to apply, contact:Director, FS RecruitmentSeniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionFinanceReferrals increase your chances of interviewing at FS Recruitment Solutions by 2xGet notified about new Private Wealth Advisor jobs in Melbourne, Victoria, Australia.Melbourne, Victoria,



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📌 Associate Advisor - Private Wealth (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne