Associate Wealth Advisor (Internally Consultant, Trustee Investments )

Equity Trustees Ltd; Sydney; On-site; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Remuneration package

Wellness program including discounted

Volunteer program

Discounted tax and estate planning

Central CBD location

Job summary

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.

Responsibilities

• 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.

Skills

Emotional intelligence

Strong communication skills

Sound decision-making

Client-focused mindset

Education

FASEA Qualified or equivalent

Job description

Associate Wealth Advisor (Internally Consultant, Trustee Investments )

This is a unique opportunity to join our Sydney-based Health & Personal Injury investment team, supporting clients who are navigating deeply personal challenges. You'll work alongside a team of highly qualified advisers, helping people with empathy, care, and professionalism — not sales targets.

Whether you're a former adviser seeking a more meaningful path, or someone with paraplanning or client services experience ready to step into a client-facing role, this is your chance to make a real impact.

What you'll do:

• Support the delivery of tailored financial solutions for clients affected by health and personal injury
• Attend client meetings with our Relationship Managers, offering both technical expertise and emotional support
• Help develop investment strategies and portfolio reports aligned with fiduciary principles
• Collaborate with a warm, values-driven team of advisers who care deeply about doing what's right

22nd October, 2026

You're someone who wants to make a genuine difference, not just provide advice. You may have stepped away from the industry because the highly competitive, sales-driven environment didn't align with your values.

Now, you're looking for a role where empathy, integrity, and meaningful human connection are at the heart of everything you do.

What you'll need to succeed:

• FASEA Qualified (or meeting current Financial Adviser education and ethics standards)
• 2-4 years' experience in financial planning, paraplanning, or client services
• Strong knowledge of superannuation, social security, and aged care
• Emotional intelligence and excellent communication skills
• Confidence to make sound decisions and explain complex ideas simply
• A genuine desire to support people through life's most difficult transitions

What we can offer you:

• A warm, open and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, including discounted health insurance and an employee assistance program
• A workplace volunteering and giving program to enable you to help others in the community
• Discounted tax and estate planning services
• Great central CBD location, modern office fit-out and end-of-trip facilities.

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for. Equity Trustees acquired Australian Executor Trustees in late 2022, significantly expanding the Trustee & Wealth Services part of the business. It is a transformative acquisition consistent with the company strategy of being Australia's leading trustee, offering great opportunities for all employees across the newly integrated business. We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is 145 years strong - and growing.