Associate Wealth Adviser – Client-Focused Growth

Hewison Private Wealth Pty; Melbourne; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Culture of excellence

Prime St Kilda Road location

Benefits and leave entitlements

Professional growth opportunities

Job summary

Hewison Private Wealth Pty is seeking an motivated Associate Adviser to support our team of experienced Advisers in delivering financial planning and investment services to clients. This role is ideal for a client‑centric professional looking to grow in wealth management.

Key duties include meeting preparation, assisting with investment strategies, and producing high‑quality documentation. You will thrive in a collaborative, fast‑paced environment and develop your skills alongside seasoned

Qualifications

• 1–2 years experience in client service or associate adviser within a financial planning organisation.
• Relevant degree in Financial Planning, Commerce, Economics, or similar.
• Strong financial and analytical skills. Proficient with MS Office.
• Client-first mindset and ability to work collaboratively in a team.

Responsibilities

• Support advisers with client meetings preparation and follow-up actions.
• Assist in executing investment strategies and monitoring portfolios.
• Produce high‑quality documentation for clients and advisers.
• Contribute to trusted, personalised advice and service delivery.

Skills

1-2 years experience

Client-first mindset

Attention to detail

Team player

Strong analytical skills

Education

Financial Planning / Commerce / Economics degree

Tools

Microsoft Office

Job description

Hewison Private Wealth Pty is seeking an motivated Associate Adviser to support our team of experienced Advisers in delivering financial planning and investment services to clients. This role is ideal for a client‑centric professional looking to grow in wealth management.

Key duties include meeting preparation, assisting with investment strategies, and producing high‑quality documentation. You will thrive in a collaborative, fast‑paced environment and develop your skills alongside seasoned