Associate Wealth Advisor - Empathy-Driven, Client-Focused

Equity Trustees Ltd; Sydney; Sur place; AUD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Remuneration package

Wellness program including discounted

Volunteer program

Discounted tax and estate planning

Central CBD location

Résumé du poste

Equity Trustees invites you to join our Sydney health and personal injury investment team as an Associate Wealth Advisor. You will support clients through meaningful, fiduciary financial solutions in a caring, non-sales environment.

If you have 2–4 years in financial planning or paraplanning and a FASEA qualification, you could help shape investment strategies with empathy, integrity, and a client-first approach within a values-driven culture.

Qualifications

• FASEA qualification or equivalent is required.
• 2–4 years in financial planning, paraplanning, or client services.
• Strong knowledge of superannuation, social security, and aged care.
• Excellent interpersonal communication and empathy.

Responsabilités

• Support tailored financial solutions for health and personal injury clients.
• Attend client meetings with Relationship Managers, providing technical guidance and empathy.
• Assist in developing investment strategies and portfolio reports aligned with fiduciary principles.
• Collaborate within a values-driven team that prioritizes doing what's right.

Connaissances

Emotional intelligence

Strong communication skills

Sound decision-making

Client-focused mindset

Formation

FASEA Qualified or equivalent

Description du poste

Equity Trustees invites you to join our Sydney health and personal injury investment team as an Associate Wealth Advisor. You will support clients through meaningful, fiduciary financial solutions in a caring, non-sales environment.

If you have 2–4 years in financial planning or paraplanning and a FASEA qualification, you could help shape investment strategies with empathy, integrity, and a client-first approach within a values-driven culture.