Associate Financial Adviser

Tribeca Financial Pty; Melbourne; Presencial; AUD 90.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

4-day work week

Bonuses & incentives

Growth opportunities

Supportive leadership

Parental leave

Descripción de la vacante

Tribeca Financial Pty is seeking an Associate Adviser to work closely with our advisers, gaining client exposure and delivering strategies that support clients through the moments that matter most.

You'll build knowledge across superannuation, investments, insurance and cashflow, attend client meetings, prepare advice briefs, and collaborate with Paraplanners and the Client Experience team in a fast-paced environment.

Formación

• Proven interest in financial advice and supporting clients.
• Ability to capture client goals and meeting outcomes.
• Team collaboration with advisers and paraplanners.

Responsabilidades

• Attend client meetings and contribute to strategy discussions.
• Prepare advice briefs capturing client goals and meeting outcomes.
• Build knowledge across superannuation, investments, insurance, and cashflow.
• Collaborate with Lead Advisers, Advisers, Paraplanners, and the Client Experience team.
• Adapt quickly and manage priorities in a fast-paced environment.

Conocimientos

Client meetings

Strategy discussions

Financial planning

Client communication

Educación

Financial planning qualifications

Descripción del empleo

At Tribeca, we’re more than just financial advisers. We’re fathers, mothers, sisters, brothers, grandparents, friends and individuals. We believe in living life to the full and do our best to empower our clients to do the same. Guided by our values of commitment, innovation, respect, empathy, and honesty, we help people create security, freedom, and choice - what we call living their Good Life.

As an Associate Adviser at Tribeca, you’ll work closely with our advisers, gaining genuine client exposure and playing a hands-on role in delivering the strategies and experiences that support our clients through the moments that matter most.

About our ‘Tribe’

Our Tribe is made up of high performers who are also deeply human. We come from diverse backgrounds and bring different strengths, united by a shared mission to deliver exceptional client experiences. We encourage professional curiosity, continuous learning, and collaboration. As a growing and fast-paced business, we’re looking for an Associate Adviser who is eager to contribute to our success and develop their career in a supportive, growth-focused environment.

Why join Tribeca as an Associate Adviser?

• Work a 4-day work week – because we believe balance matters. You will be paid for 5 and work 4.
• Competitive salary & bonuses – including performance incentives and uncapped cash bonuses.
• Pathways for growth – opportunities to develop into leadership, specialist advice areas, or even join our Partnership Program.
• Comprehensive support – access to our Board, Leadership, and Compliance teams, plus dedicated committees for advice quality.
• Family-friendly policies – including paid parental leave and flexibility to suit your lifestyle.

Key responsibilities

You will:

• Attend client meetings and contribute to strategy discussions
• Prepare advice briefs, capturing client goals and key meeting outcomes
• Build knowledge across multiple advice areas including superannuation, investments, insurance, and cashflow
• Collaborate closely with Lead Advisers, Advisers, Paraplanners, and the Client Experience team
• Adapt quickly and manage priorities in our dynamic, fast-paced environment

About You

You are:

• Passionate about financial advice and helping people live their Good Life
• Curious and proactive, always wanting to learn and improve
• Detail-oriented, organised, and confident communicating with clients
• A team player who thrives in a collaborative, supportive culture
• Energised by fast-paced environments and able to manage multiple priorities effectively
• Progressing toward (or already hold) relevant financial planning qualifications

This is an exciting time to join Tribeca. As we continue to grow and expand, you'll have opportunities to grow with us, whether that's stepping up to Lead Adviser, specialising in particular advice areas, or exploring leadership roles. Your career growth is as important to us as our clients’ financial wellbeing. You’ll be surrounded by people who want to see you succeed and supported by leaders who believe in your potential.

Join our Tribe

If you’re ready to be part of a team that values people, performance, and purpose, we’d love to hear from you.