Integro Private Wealth is a self-licensed advice business in a high-growth phase, expanding through acquisitions, referrals, and deep client relationships.

Role Description

We’re looking for an Associate who is driven to become an adviser and wants a genuine pathway to get there. You’ll work closely with our Private Wealth Advisers across the full advice process, from client meetings and data gathering through to strategy, implementation and ongoing review. You’ll be supported by structured Professional Year (PY) training through our Integro Associate Development Program, hands-on strategy training from experienced advisers, and a explicit plan for growth in both role and pay.

Role responsibilities
Support advisers in client meetings, including preparation and follow-up actions
Gather and analyse client information across insurance, superannuation and investment structures
Contribute to strategy development and modelling with advisers and paraplanners
Prepare and review advice documents, including SOAs and ROAs
Coordinate implementation of advice with clients, product providers and our client services team




Prepare for and support annual reviews and ongoing client service
Maintain accurate records and meet compliance obligations
Build your own client relationships as your skills and confidence grow

Qualifications

Must-haves
1 to 2 years’ experience in a financial advice practice
Working knowledge of insurance, superannuation and investment structures
Completed or near completion of an approved financial planning degree
Robust attention to detail and written communication
A genuine ambition to become a financial adviser

Nice-to-haves
Commenced or ready to commence your Qualified Year
Experience with Xplan or similar advice software
Exposure to SMSFs, trusts or managed account (SMA) portfolios

What we offer
Above market salary
Short term incentive program
Structured PY training and adviser-led strategy training
Clear career pathway, including alignment to an adviser after 12 months of service and graduation
Modern CBD office with gym, swimming pool and end of trip facilities
A high performing, supportive culture for aspiring advisers

📌 Associate Perth Cbd Full Time
🏢 Integro Private Wealth
📍 Perth