Associate Adviser
Core
Support Advisers in delivering holistic financial planning and investment advice, acting as the key link between the Advice, Paraplanning, and Client Service teams while serving clients.
Role type
Associate Adviser (early-career wealth management)
Builds
Financial planning strategies, investment portfolios, and client service experiences
Domain
Wealth Management / Financial Planning
Required skills
Financial modelling, Retirement planning, Superannuation expertise, Investment analysis, CRM system proficiency, Microsoft Suite, Record of Advice (ROA) preparation
Preferred skills
SMSF experience, prior Associate Adviser experience
Responsibilities
Support Advisers in delivering strategic financial planning and investment advice, attend client meetings, coordinate pre and post meeting action items, prepare Records of Advice and financial documents, act as initial point of contact for client queries
Seniority
Junior, early-career professional