Pathway to Financial Adviser: Real Client Experience

Everyday Wealth; Northern Beaches Council; On-site; AUD 80,000 - 110,000; Full time

Benefits offered by this job

Career progression

Mentoring from experienced advisers

Salary reviews

Flexible working arrangements

Professional development

Job summary

Everyday Wealth in Brookvale on Sydney's Northern Beaches is seeking a motivated Associate Adviser ready to grow into a Financial Adviser. You’ll work with experienced advisers across the full financial planning process, gaining exposure to real client strategies from day one.

This newly created role emphasizes on-the-job development, mentoring, and a clear career pathway, with ongoing professional development, salary reviews and flexible work arrangements.

Qualifications

• Already has practical experience working within a financial planning practice.
• Experience working within an Australian financial planning business.
• Progress towards completing a relevant financial planning degree.

Responsibilities

• Research and strategy development.
• Financial modelling and analysis.
• Preparing Records of Advice (ROAs).
• Assisting with Statements of Advice (SOAs).
• Coordinating implementation of advice recommendations.
• Communicating with clients and professional stakeholders.
• Preparing client review documentation.
• Supporting advisers during client meetings.

Skills

End-to-end advice process

Client communication

Attention to detail

Professionalism

Organisational skills

Stakeholder management

Client relationship development

Education

Financial planning degree (in progress)

Tools

Xplan

Job description

Everyday Wealth in Brookvale on Sydney's Northern Beaches is seeking a motivated Associate Adviser ready to grow into a Financial Adviser. You’ll work with experienced advisers across the full financial planning process, gaining exposure to real client strategies from day one.

This newly created role emphasizes on-the-job development, mentoring, and a clear career pathway, with ongoing professional development, salary reviews and flexible work arrangements.