Associate Financial Advisor

Harbourlight Private Wealth Management; Sydney; On-site; AUD 70,000 - 100,000; Full time

Job summary

Harbourlight Private Wealth Management in Sydney CBD, NSW, is seeking an Associate Advisor to join our private wealth practice. The role emphasizes exceptional client service with an institutional investment style.

The ideal candidate brings balanced, insightful and hardworking attitude, prior experience in an advisory boutique or private bank, solid investment knowledge, and a growth mindset. Strong written and verbal communication and a focus on accuracy and client outcomes are essential.

Qualifications

• Balanced, insightful, helpful and hardworking attitude.
• Experience within a reputable advisory boutique or private bank.
• Sound technical and investment knowledge with keen interest in investment markets.
• Growth focus for the business and personally.
• Capacity to identify areas of improvement across the business.
• Clear, professional written and verbal communication skills.
• Attention to accuracy and client outcomes.

Job description

Harbourlight Private Wealth Management – Sydney CBD NSW

Harbourlight PWM is a successful boutique private wealth practice based in the heart of Sydney focused on exceptional client service and an institutional investment style. We are seeking a highly competent Associate Advisor to join our practice.

About you

A balanced, insightful, helpful and hard working attitude

Previous relevant experience within a reputable advice boutique or private bank

Sound technical and investment knowledge with a keen interest in investment markets

A growth focus, both in terms of the business and personally

Capacity to identify areas of improvement across the business

Clear, professional written and verbal communication skills

Someone who takes accuracy and client outcomes very seriously