Graduate Financial Planner - Fast-Track Wealth Training

FAAA; Newcastle, Maitland; On-site; AUD 48,000 - 68,000; Full time

Job summary

AAAA, a Newcastle-based wealth management firm, is hiring a Graduate Financial Planner/Financial Planning Assistant to launch a career in wealth management. The role focuses on training, client exposure, and building strong foundation skills under experienced advisors.

You will shadow advisers during client meetings, learn regulatory basics, and develop your knowledge within a supportive team. A starting salary package will be discussed at interview.

Qualifications

• Commerce/Business/Economics/Finance degree completed or close to completion in Australia.
• Excellent verbal communication skills for direct client interaction.
• Genuine eagerness for a career in wealth management and client service.
• Previous retail or hospitality experience helps communication with clients; entry-level role.

Responsibilities

• Shadow advisors during client meetings to learn best practices.
• Support the team and participate in client service delivery.
• Develop foundational skills for a long-term wealth management career.
• Contribute to providing quality service and suitable financial solutions.

Skills

Verbal communication

Wealth management interest

Team collaboration

Education

Commerce degree

Business degree

Economics degree

Finance degree

Job description

AAAA, a Newcastle-based wealth management firm, is hiring a Graduate Financial Planner/Financial Planning Assistant to launch a career in wealth management. The role focuses on training, client exposure, and building strong foundation skills under experienced advisors.

You will shadow advisers during client meetings, learn regulatory basics, and develop your knowledge within a supportive team. A starting salary package will be discussed at interview.