Adviser Support, JBWere - Canberra, ACT

NAB; Canberra; On-site; AUD 60,000 - 76,000; Full time

Benefits offered by this job

NAB Perks

Wellbeing support

Enhanced leave options

Job summary

JBWere, part of NAB, invites you to join a Graduate, Wealth Associate program in Australia. You’ll work with a team of experienced Wealth Advisers and gain hands-on exposure to wealth management, investments and financial advice while building a long-term career in the industry.

You’ll build your career by learning foundations of wealth management, supporting client reviews and portfolio administration, and forming meaningful client relationships through proactive communication and service.

Qualifications

• Recently completed or soon-to-be completed degree in Finance, Economics, Commerce, Accounting, Financial Planning or a related discipline.
• Genuine interest in wealth management and financial markets.
• Strong communication and interpersonal skills for client relationships.
• High attention to detail and strong organisational skills.
• Proactive mindset, willingness to learn and take ownership of development.
• Proficiency in MS Office, especially Excel and Word.

Responsibilities

• Learn the foundations of wealth management while working alongside experienced advisers.
• Support client reviews, portfolio administration and investment-related activities.
• Build meaningful relationships with clients and colleagues through proactive communication and exceptional service.
• Gain firsthand exposure to investment markets, portfolio construction and financial advice processes.
• Accelerate development through hands-on coaching, mentorship and exposure to experienced wealth management professionals.

Skills

Communication skills

MS Office proficiency

Education

Finance/Economics/Commerce/Accounting/Financial Planning degree

Tools

Excel

Word

Job description

• Join one of Australia's most respected wealth management firms and kick-start your career in a supportive, high-performing team.
• Learn from experienced advisers and investment professionals who are passionate about coaching and developing future talent.
• Gain hands‑on exposure to wealth management, investments and financial advice while building a long‑term career in the industry.

• Join one of Australia's most respected wealth management firms and kick-start your career in a supportive, high-performing team.
• Learn from experienced advisers and investment professionals who are passionate about coaching and developing future talent.
• Gain hands‑on exposure to wealth management, investments and financial advice while building a long‑term career in the industry.

For more than 180 years, JBWere has partnered with successful individuals, families, businesses and for-purpose organisations to help protect, grow and transfer wealth across generations. Our advisers are trusted for the depth of their relationships, investment expertise and ability to navigate complex financial decisions, empowering clients to create enduring outcomes and realise their legacy.

As a Graduate, Wealth Associate, you'll join a team of experienced Wealth Advisers and gain firsthand exposure to wealth management, investments and financial advice. Supporting successful individuals, families, executives and for-purpose organisations, you'll develop valuable industry knowledge while building the foundations for a long-term career in wealth management.

You’ll build your career by:

• Learning the foundations of wealth management while working alongside experienced advisers.
• Supporting client reviews, portfolio administration and investment-related activities.
• Building meaningful relationships with clients and colleagues through proactive communication and exceptional service.
• Gaining firsthand exposure to investment markets, portfolio construction and financial advice processes.
• Accelerating your development through hands‑on coaching, mentorship and exposure to experienced wealth management professionals.

You’ll thrive in this role if you have:

• A recently completed or soon-to-be completed degree in Finance, Economics, Commerce, Accounting, Financial Planning or a related discipline.
• A genuine interest in wealth management, investments and financial markets, with a desire to build a long-term career in the industry.
• Strong communication and interpersonal skills, with the ability to build relationships and deliver great client experiences.
• High attention to detail and strong organisational skills.
• A proactive mindset, willingness to learn and the initiative to take ownership of your development.
• Proficiency in Microsoft Office, particularly Excel and Word.

A diverse and inclusive workplace works better for everyone

We know that when our colleagues feel valued and celebrated for who they are, our customers experience banking that’s fairer, more accessible, and designed with who they are in mind. That’s why we’ve built a culture of inclusion and respect, where colleague voices are heard and valued, and everyone is supported to bring their authentic selves to work.

Join JBWere

At JBWere,we’recommitted to supporting our colleagues with a comprehensive range of benefits designed to help you thrive both professionally and personally, including enhanced leave options, wellbeing support, access to NAB Perks, and ongoing career development opportunities.

please note candidate screening and interviews may be conducted prior to the closing date of the job advert.