HNW Wealth Associate Advisor – Growth & Mentorship

Keegan Adams Recruitment; Melbourne; On-site; AUD 86,000 - 105,000; Full time

Benefits offered by this job

HNW client exposure

Broad product exposure

Career progression

Mentoring and development

Job summary

Keegan Adams Recruitment is partnering with a rapidly growing Melbourne-based wealth management firm to recruit an Associate Adviser. You will work closely with experienced Financial Advisers to serve a portfolio of high-net-worth clients and gain exposure to diverse investment solutions.

In this client-facing role you will attend meetings, prepare recommendations, and help implement tailored strategies across investments, superannuation, retirement planning and risk management.

Qualifications

• Previous experience in an Associate Adviser or similar role within wealth management or financial advice.
• Strong interpersonal skills and the confidence to engage with HNW clients, demonstrating professionalism, discretion and commercial awareness.
• A sound understanding of financial advice, investment products and wealth management strategies.
• Relevant qualifications in financial planning, finance or a related discipline.
• Excellent communication skills with the ability to build credibility and trust with sophisticated clients.
• A proactive, detail-oriented approach and the ambition to progress within a growing business.

Responsibilities

• Supporting Senior Advisers in managing and developing relationships with HNW clients.
• Attending client meetings, preparing advice recommendations and contributing to strategic financial discussions.
• Assisting with the development and implementation of tailored investment and wealth management strategies.
• Preparing and reviewing advice documentation, financial modelling and portfolio recommendations.
• Coordinating with internal teams to ensure a seamless, high-quality client experience.
• Building technical expertise across a diverse range of investment products and financial solutions.

Skills

HNW client engagement

Interpersonal skills

Professionalism

Communication skills

Commercial awareness

Education

Financial planning qualifications

Job description

Keegan Adams Recruitment is partnering with a rapidly growing Melbourne-based wealth management firm to recruit an Associate Adviser. You will work closely with experienced Financial Advisers to serve a portfolio of high-net-worth clients and gain exposure to diverse investment solutions.

In this client-facing role you will attend meetings, prepare recommendations, and help implement tailored strategies across investments, superannuation, retirement planning and risk management.