Associate Advisor - Wealth Advisory
Core
Associate Advisor supporting Partners and Senior Advisors in delivering fee-only, client-centric financial advice strategies to ultra-high-net-worth clients, business owners, and executives.
Role type
Associate Wealth Advisor (IC)
Builds
Personalized financial strategies for UHNW individuals and family offices
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, investment research, portfolio management, estate planning, tax minimization, superannuation consulting, complex structure analysis (Trusts, Companies, Partnerships), asset protection, debt management
Preferred skills
Degree in Commerce or Economics, 3+ years in financial planning/advice/superannuation/accounting
Technologies
Excel, Word
Responsibilities
Attending and contributing to client meetings, co-leading client relationships, developing high-level tailored advice strategies, conducting investment research and analysis, preparing review documents, handling client queries
Seniority
Junior/Mid-level IC with mentorship