Private Wealth Associate Advisor

Mutual Trust; Adelaide; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible work arrangements

Leave benefits (up to four weeks)

Professional development

Health & well-being allowance

Employee assistance program

Job summary

Mutual Trust is seeking an Associate Advisor to join the Adelaide Wealth team, working with a Partner and senior advisors to deliver high-touch advice to a diverse client base, including HNW/UHNW families and Protective Trust clients. The role covers financial modelling, portfolio construction, and client administration as the team scales.

You’ll contribute across meeting packs, client transitions, cash management and broader wealth administration, with progression toward Senior Associate as

Qualifications

• Degree in Finance, Accounting or related discipline.
• 2+ years' experience in financial services or professional services preferred.
• Strong written and verbal communication skills and the ability to build trusted client relationships.
• High attention to detail and the ability to work across different client types.
• Proficiency in Microsoft Excel, Word and PowerPoint.
• Commitment to meeting ASIC professional standards and progressing toward accreditation.

Responsibilities

• Support a Partner, Director and Advisor in understanding clients' financial goals, risk profiles and objectives.
• Assist in financial modelling, portfolio construction and preparing tailored investment strategies.
• Prepare and draft Investment Policy Statements, Investment Strategies and Statements of Advice for review.
• Participate in and prepare materials for client meetings; record minutes and follow up on actions.
• Assist with portfolio implementation activities including rebalances, cash management, trades, corporate actions and transitions.
• Contribute to private equity and direct investment administration.

Skills

Communication skills

Interpersonal skills

Problem-solving

Attention to detail

Education

Bachelor's degree in Finance or Accounting

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Mutual Trust is seeking an Associate Advisor to join the Adelaide Wealth team, working with a Partner and senior advisors to deliver high-touch advice to a diverse client base, including HNW/UHNW families and Protective Trust clients. The role covers financial modelling, portfolio construction, and client administration as the team scales.

You’ll contribute across meeting packs, client transitions, cash management and broader wealth administration, with progression toward Senior Associate as