Open depending on experience - totally negotiable!

Permanent opportunity | Wealth Management

QIX Consulting Group is partnering with a growing and well-established financial advice business seeking an experienced Senior Associate Adviser to join its Melbourne team.

With another exciting year of growth planned, the business is looking for someone who can work closely with experienced advisers, support new and existing client relationships, and help deliver a seamless advice experience.

This opportunity could suit either:

- A career Senior Associate who enjoys being a trusted partner to advisers and clients and wants to build a long-term career in a senior support capacity;

This role is suited to someone with 4+ years’ experience within financial planning or wealth management who is confident working independently, managing client matters end-to-end and supporting experienced advisers with minimal supervision.

Key responsibilities:

- Supporting advisers throughout the end-to-end advice process
- Attending client meetings and preparing meeting documentation
- Assisting with strategy development and advice preparation
- Coordinating with paraplanning, administration and implementation teams
- Managing client reviews, follow-ups and ongoing service requirements
- Building strong relationships with clients and acting as a trusted point of contact
- Ensuring all documentation and advice processes meet compliance requirements




- Supporting the onboarding of new clients and anticipated business growth

What we’re looking for:

- Previous experience within financial planning, wealth management or private wealth
- Experience working as an Associate Adviser, Senior Associate, Paraplanner or in a similar advice-support role
- A sound understanding of superannuation, investments, insurance and wealth strategies
- Strong client-facing, communication and relationship-management skills
- Excellent attention to detail and the ability to manage multiple priorities
- A proactive, skilled and collaborative approach

The successful candidate will have a structured 12-month development plan focused on increasing responsibility across client management, strategy involvement and the overall advice process.

For candidates looking to progress, there is also a genuine pathway toward a Financial Adviser role over time.

This is an excellent opportunity for an experienced Senior Associate seeking greater autonomy, responsibility and long-term career progression within a supportive and growing wealth management business.

This is an excellent opportunity to join a supportive and growing business that can offer long-term stability, exposure to experienced advisers and genuine career development.

Diversity & Inclusion

We are committed to fostering a diverse and inclusive workplace and encourage applications from all backgrounds.

Stern Advisory Pty Ltd trading as QIX Consulting Group

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📌 Senior Associate Advisor (Melbourne)
🏢 QIX Consulting Group
📍 Melbourne