Associate Advisor

Keegan Adams; Melbourne; On-site; AUD 86,000 - 105,000; Full time

Benefits offered by this job

HNW client exposure

Broad product exposure

Career progression

Job summary

Keegan Adams Pty in Melbourne is seeking an Associate Adviser to support delivering comprehensive financial advice to a portfolio of high-net-worth clients. You will work closely with experienced Advisers and gain exposure to investment portfolios, superannuation, retirement planning and wealth strategies.

The role emphasizes client-facing relationships, preparation of advice recommendations, and collaboration with internal teams to ensure a high-quality client experience.

Qualifications

• Previous experience in an Associate Adviser or similar role within wealth management or financial advice.
• Strong interpersonal skills and the confidence to engage with HNW clients, demonstrating professionalism, discretion and commercial awareness.
• A sound understanding of financial advice, investment products and wealth management strategies.
• Relevant qualifications in financial planning, finance or a related discipline.
• Excellent communication skills with the ability to build credibility and trust with sophisticated clients.
• A proactive, detail-oriented approach and the ambition to progress within a growing business.

Responsibilities

• Support Senior Advisers in managing and developing relationships with HNW clients.
• Attend client meetings, prepare advice recommendations and contribute to strategic financial discussions.
• Assist with the development and implementation of tailored investment and wealth management strategies.
• Prepare and review advice documentation, financial modelling and portfolio recommendations.
• Coordinate with internal teams to ensure a seamless, high-quality client experience.
• Build technical expertise across a diverse range of investment products and financial solutions.

Skills

Interpersonal skills

Communication skills

Commercial awareness

Education

Financial planning qualifications

Job description

Our Client

Our client is a rapidly growing Melbourne-based wealth management firm with a strong reputation for delivering sophisticated, tailored financial advice to high-net-worth (HNW) clients. With an expanding client base and ambitious growth plans, the business offers an exciting opportunity to join a high-performing team, gain exposure to diverse investment solutions and build a long-term career in wealth management.

The Role

Working closely with experienced Financial Advisers, you will support the delivery of comprehensive financial advice to a portfolio of HNW clients. This is a highly client-facing opportunity requiring someone who is confident, polished and comfortable building relationships with affluent individuals and families. You will gain broad exposure across investment portfolios, superannuation, retirement planning, insurance and complex wealth strategies, while taking an active role in the end-to-end advice process.

Key responsibilities include:

• Supporting Senior Advisers in managing and developing relationships with HNW clients.
• Attending client meetings, preparing advice recommendations and contributing to strategic financial discussions.
• Assisting with the development and implementation of tailored investment and wealth management strategies.
• Preparing and reviewing advice documentation, financial modelling and portfolio recommendations.
• Coordinating with internal teams to ensure a seamless, high-quality client experience.
• Building technical expertise across a diverse range of investment products and financial solutions.

About You

• Previous experience in an Associate Adviser or similar role within wealth management or financial advice.
• Strong interpersonal skills and the confidence to engage with HNW clients, demonstrating professionalism, discretion and commercial awareness.
• A sound understanding of financial advice, investment products and wealth management strategies.
• Relevant qualifications in financial planning, finance or a related discipline.
• Excellent communication skills with the ability to build credibility and trust with sophisticated clients.
• A proactive, detail-oriented approach and the ambition to progress within a growing business.

What's on Offer?

• $95,000 + Super + Bonus – Competitive remuneration with performance incentives.
• HNW client exposure – Work directly with sophisticated clients and experienced advisers.
• Broad product exposure – Develop expertise across a diverse range of investments and wealth strategies.
• Career progression – Genuine opportunities to take on greater responsibility as the business expands.
• High-growth environment – Join an ambitious, successful firm with significant momentum in the Melbourne market.
• Mentoring and development – Learn from experienced professionals in a collaborative, high-performing team.