Wealth Management Associate: Path to Financial Adviser

Fuse Recruitment; Melbourne; On-site; AUD 70,000 - 110,000; Full time

Job summary

Fuse Recruitment is partnering with an established Melbourne wealth management business to recruit an Associate Financial Adviser. The role offers hands-on client exposure, mentoring from Senior Advisers and a clear pathway into a Financial Adviser position.

You will support with strategic financial advice, research and documentation, and work closely with paraplanning and client service teams to deliver high-quality guidance to a sophisticated client base.

Qualifications

• Experience in financial planning, ideally as an Associate Adviser or Adviser Support.
• Relevant financial planning qualifications and working towards Adviser education.
• Strong understanding of financial planning strategies and the advice process.
• Excellent communication skills and client confidence; eager to progress.

Responsibilities

• Support Senior Advisers in developing and delivering strategic financial advice.
• Attend client meetings and assist with preparation, follow-up and implementation.
• Assist with strategies across investments, superannuation, retirement planning, wealth accumulation, insurance and estate planning.
• Undertake research, modelling and analysis to support advice recommendations.
• Work closely with paraplanning and client service teams throughout the advice process.
• Build client relationships and progressively take greater ownership of client interactions.
• Maintain high standards of advice documentation and compliance.

Skills

Financial planning

Client communication

Adviser support

Education

Financial planning qualifications

Job description

Fuse Recruitment is partnering with an established Melbourne wealth management business to recruit an Associate Financial Adviser. The role offers hands-on client exposure, mentoring from Senior Advisers and a clear pathway into a Financial Adviser position.

You will support with strategic financial advice, research and documentation, and work closely with paraplanning and client service teams to deliver high-quality guidance to a sophisticated client base.