Associate Advisor - Private Wealth

FS Recruitment Solutions

Melbourne

On-site

AUD 100,000 - 140,000

Full time

14 days+

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Job summary

A leading recruitment agency is seeking an experienced Associate Advisor for a wealth management firm in Melbourne. This role offers the opportunity to work with high-net-worth clients, delivering tailored investment strategies and managing client relationships. Candidates should have relevant qualifications and experience in finance. The firm emphasizes independence and modern advice delivery.

Qualifications

Completed or currently undertaking Professional Year (PY).
RG146 compliant or willing to obtain.
Coding skills highly regarded.

Responsibilities

Partner with senior advisers to deliver bespoke investment strategies.
Prepare and present portfolio reviews and strategic advice documents.
Manage and execute market orders across relevant trading systems.

Skills

Proven experience in broking, funds management, or private wealth advice

Strong technical skills in portfolio construction

Excellent communication skills

High attention to detail

Proficiency in Excel

Education

Degree in finance, economics, commerce, or related discipline

Tools

Xplan

Iress

FactSet

Job description

FS Recruitment Solutions provided pay range

This range is provided by FS Recruitment Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $140,000.00/yr

Direct message the job poster from FS Recruitment Solutions

We are representing a highly regarded, privately owned wealth management firm with a strong track record advising high‑net‑worth clients and SMSFs. Their model blends the depth of a traditional stockbroking house with the breadth of holistic financial planning and the agility of a boutique — giving you exposure to every facet of financial services.

This is a rare opportunity for an experienced investment professional to step into a client‑facing Associate Advisor role. You’ll work alongside Directors and senior portfolio managers, delivering tailored strategies, deepening client relationships, and building the technical and commercial expertise to become a fully authorised adviser.

If you haven’t yet completed your Professional Year – you’ll be guided through it with structured mentoring, client interaction, and technical training.
If you’ve already completed your Professional Year – you’ll be authorised to provide advice under the supervision of a Director, with immediate client‑facing responsibilities.

Key Responsibilities

Partner with senior advisers to deliver bespoke investment and wealth management strategies to HNW clients and SMSFs
Prepare and present portfolio reviews, investment proposals, and strategic advice documents
Conduct in‑depth market research and contribute to investment strategy discussions
Manage and execute market orders across relevant trading systems
Maintain accurate client records in Xplan, Iress, FactSet, and other platforms
Participate in client meetings, contributing to relationship management and advice delivery
Ensure compliance with all regulatory and ethical standards

About You

Proven experience in broking, funds management, or private wealth advice (essential)
Degree‑qualified in finance, economics, commerce, or related discipline
Completed or currently undertaking Professional Year (PY)
RG146 compliant (or willing to obtain)
Strong technical skills in portfolio construction, investment analysis, and financial modelling
Excellent communication and relationship‑building skills
High attention to detail, initiative, and commercial acumen
Proficiency in Excel; coding skills highly regarded

Why This Role Stands Out

You’ll be joining a firm that values independence, informed opinion, and modern, technology‑driven advice delivery. You’ll gain exposure to direct equities, managed funds, and holistic wealth strategies, while building the client trust and technical expertise that define a successful adviser.

For a confidential discussion or to apply, contact:

Director, FS Recruitment

0409 598 111

Seniority level

Seniority level
Associate

Employment type

Employment type
Full-time

Job function

Job function
Finance

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