Senior Associate Adviser | Pathway to Financial AdviserBuild your career with a business that's building its future.Are you looking for more than just another Associate Adviser role?
Do you want to work closely with experienced advisers, contribute to real client strategies and build a genuine pathway towards becoming a Financial Adviser?
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.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.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.About Everyday WealthEveryday Wealth is a growing boutique financial planning practice based in Brookvale on Sydney's Northern Beaches.We help individuals and families make better financial decisions through strategic advice across:SuperannuationInvestmentsWealth CreationDebt & Lending StrategiesPersonal InsuranceRetirement PlanningCash Flow & Financial IndependenceOur business has grown consistently through referrals, long-term client relationships and a commitment to delivering high-quality advice.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.This is an exciting time to join the business.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.The OpportunityThis is a newly created role designed to support the continued growth of Everyday Wealth.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.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.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.Your Career PathwayWe believe career progression should be explicit, achievable and supported.Our long-term vision is to continue expanding the advice team by developing advisers from within the business.Your career pathway may look something like:Senior Associate AdviserProfessional Year (PY)Financial AdviserBuilding your own client relationships and ongoing review portfolioSenior Financial AdviserAs the business continues to grow, new opportunities for leadership, mentoring and adviser development will continue to be created.What You'll Be DoingWorking closely with our advice team, you'll gain exposure across every stage of the advice process, including:Research and strategy developmentFinancial modelling and analysisPreparing Records of Advice (ROAs)Assisting with Statements of Advice (SOAs)Coordinating implementation of advice recommendationsCommunicating with clients, accountants, solicitors, lenders, insurers and product providersPreparing client review documentationSupporting advisers during client meetingsProgressively taking greater ownership of client relationshipsContributing to continuous improvement of systems,



processes and technologyAbout YouWe're looking for someone who already has practical experience working within a financial planning practice and wants to continue building their career.You'll ideally bring:Experience working within an Australian financial planning businessPractical experience preparing or assisting with ROAs and SOAsA solid understanding of the end-to-end advice processExperience supporting Financial Advisers with strategy, research and implementationExcellent attention to detailStrong written and verbal communication skillsA professional and proactive approachExcellent organisational skillsConfidence working directly with clients and qualified stakeholdersA genuine passion for financial advice and helping clients achieve better outcomesMost importantly, you're looking for more than just your next job.You're looking for a business that will invest in your development and provide genuine opportunities to become a Financial Adviser.Experience That Would Be Highly RegardedExperience using Xplan or similar financial planning softwareProgress towards completing a relevant financial planning degreeUnderstanding of ASIC regulatory requirements and compliance obligationsExperience working with superannuation, insurance and investment implementationWhat We OfferA genuine pathway towards becoming a Financial AdviserDirect mentoring from experienced advisersExposure to client meetings and strategic advice discussionsSupport through the Professional Year ProgramSix-monthly performance and salary reviewsCompetitive salary based on experienceOne rostered day off each monthFlexible working arrangementsOngoing technical and professional developmentA collaborative, supportive and growing team cultureWhy Join Everyday Wealth?
We believe our people are our greatest investment.We're building a business that creates opportunities, supports professional growth and develops exceptional Financial Advisers.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.Take the next step in your financial planning career and become part of the next chapter of Everyday Wealth.
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📌 Senior Associate Adviser | Pathway To Financial Adviser (New South Wales)
🏢 Everyday Wealth
📍 New South Wales