Associate Adviser: Path to Your Own Clients

Boutique Advisers Pty; Western Australia; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Supportive culture

Active social club

Defined career progression

Job summary

Boutique Advisers Pty in Western Australia is seeking an Associate Adviser ready to build a meaningful career in wealth management. The role offers a genuine pathway to managing clients, working closely with Private Wealth Advisers, and contributing to client meetings.

Success in this role requires completion of the Professional Year and relevant degree. With strong XPLAN skills and a team-first mindset, you will help shape clients' financial futures in a supportive culture. The firm promises real career progression without vague assurances.

Qualifications

• Completed Professional Year (essential).
• Relevant degree and FASEA/education requirements met.
• Strong XPLAN skills, including XTools+ modelling.

Responsibilities

• Partner with Private Wealth Advisers to deliver advice.
• Contribute in client meetings — discovery, strategy, review.
• Prepare file notes, strategy options and modelling in XPLAN.

Skills

XPLAN skills

Client meetings

Written communication

Team-first mindset

Sharp strategy thinking

Education

Relevant degree and FASEA requirements

Tools

XPLAN

Job description

Boutique Advisers Pty in Western Australia is seeking an Associate Adviser ready to build a meaningful career in wealth management. The role offers a genuine pathway to managing clients, working closely with Private Wealth Advisers, and contributing to client meetings.

Success in this role requires completion of the Professional Year and relevant degree. With strong XPLAN skills and a team-first mindset, you will help shape clients' financial futures in a supportive culture. The firm promises real career progression without vague assurances.