Wealth Associate Advisor: Modelling & Strategy with Clients

Mutual Trust Pty Ltd; Adelaide; On-site; AUD 70,000 - 85,000; Full time

Benefits offered by this job

Professional training and development

Yearly health and well-being allowance

Employee assistance program

Annual performance payment

Reward and Recognition program

Job summary

Mutual Trust Pty Ltd in Adelaide seeks an Associate Advisor to support clients with high-quality financial advice. In this role, you will engage with a variety of client groups while developing your skills in wealth management and financial analysis.

The ideal candidate will possess a degree in finance, strong communication abilities, and at least 2 years of experience in financial services. A commitment to learning and career progression is essential.

Qualifications

• 2+ years’ experience in financial services or related fields preferred.
• Proficiency in communication and client relationship skills.
• Commitment to ASIC professional standards required.

Responsibilities

• Support the team in understanding clients' financial goals.
• Assist in financial modelling and portfolio construction.
• PrepareInvestment Policy Statements and client materials.

Skills

Strong interpersonal skills

Attention to detail

Communication skills

Problem-solving ability

Learning agility

Education

Degree in Finance, Accounting or related discipline

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Mutual Trust Pty Ltd in Adelaide seeks an Associate Advisor to support clients with high-quality financial advice. In this role, you will engage with a variety of client groups while developing your skills in wealth management and financial analysis.

The ideal candidate will possess a degree in finance, strong communication abilities, and at least 2 years of experience in financial services. A commitment to learning and career progression is essential.