Associate Adviser

Hewison Private Wealth Pty; Melbourne; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Culture of excellence

Prime St Kilda Road location

Benefits and leave entitlements

Professional growth opportunities

Job summary

Hewison Private Wealth Pty is seeking an motivated Associate Adviser to support our team of experienced Advisers in delivering financial planning and investment services to clients. This role is ideal for a client‑centric professional looking to grow in wealth management.

Key duties include meeting preparation, assisting with investment strategies, and producing high‑quality documentation. You will thrive in a collaborative, fast‑paced environment and develop your skills alongside seasoned

Qualifications

• 1–2 years experience in client service or associate adviser within a financial planning organisation.
• Relevant degree in Financial Planning, Commerce, Economics, or similar.
• Strong financial and analytical skills. Proficient with MS Office.
• Client-first mindset and ability to work collaboratively in a team.

Responsibilities

• Support advisers with client meetings preparation and follow-up actions.
• Assist in executing investment strategies and monitoring portfolios.
• Produce high‑quality documentation for clients and advisers.
• Contribute to trusted, personalised advice and service delivery.

Skills

1-2 years experience

Client-first mindset

Attention to detail

Team player

Strong analytical skills

Education

Financial Planning / Commerce / Economics degree

Tools

Microsoft Office

Job description

Hewison Private Wealth is an award-winning, independent financial advice and wealth management firm based in Melbourne. As a purpose led organisation and a premium brand in our industry, we are dedicated to delivering excellence for our clients.

Position Overview

We are currently seeking a motivated Associate Adviser to support our team of experienced Advisers in delivering exceptional financial planning and investment services to our clients. This is an excellent opportunity for someone with a passion for financial planning and a client-centric mindset looking to further develop their career in wealth management.

As an Associate Adviser, you will play a vital role in supporting Advisers with the full scope of financial planning and investment activities. From client meeting preparation, executing investment strategies and producing high-quality documentation, your contribution will ensure our clients continue to receive trusted, personalised advice and service.

This role is suited to someone who is highly proactive and thrives in a collaborative and fast-paced environment. If you're detail-focused, eager to learn and looking to deepen your experience in wealth management profession, we want to hear from you.

Position Requirements

To be successful in this position, you will need:

• At least 1 - 2 years of experience in a Client Service or Associate Adviser (or similar) position within a financial planning organisation;
• A relevant degree in Financial Planning, Commerce, Economics, or similar;
• Strong financial and analytical skills;
• Proficiency in Microsoft Office (Excel, Outlook, Word, PowerPoint);
• High attention to detail and strong organisational skills;
• A client-first mindset and the ability to work collaboratively in a team.

What is in it for you

We’re proud of the environment we’ve created – one where our people feel supported, valued and inspired to do their best work. From a strong team culture to great benefits and opportunities for growth, here are some reasons to want to join our team:

• A culture where you’ll thrive: Our culture is one of our greatest strengths. You’ll join a team that genuinely lives its values – Fun, Family, Empowerment, and Excellence. We celebrate wins, support each other, and show up with pride and purpose.
• A well-connected location that supports your active lifestyle: Based on St Kilda Road (Melbourne), with modern office facilities and end-of-trip amenities so you can walk, jog or ride to work with ease.
• Various benefits and leave entitlements: Salary continuance insurance, monthly massages, gym subsidies, corporate volunteering opportunities and various leave options.
• Commitment to professional growth: Access to learning opportunities to support career development and continuous learning.