Private Wealth Adviser - Associate
Core
Support Senior Private Wealth Advisers to deliver high-quality financial planning advice to high-net-worth clients with complex needs.
Role type
Associate Private Wealth Adviser
Builds
Client financial plans, retirement outcomes, and advice quality assurance
Domain
Financial advice / Superannuation
Deliverable
client delivery
Required skills
Financial planning, superannuation, tax, insurance, investment products, compliance frameworks, paraplanning, SOA reviews, ROA delivery, client presentations, advice quality assurance, audit remediation, AI in advice delivery
Preferred skills
FASEA approved qualification, FASEA exam completed
Technologies
AI tools for advice delivery
Responsibilities
Support strategy development and paraplanning briefs, deliver ROAs and manage client review tasks, maintain compliance with AFSL requirements, contribute to advice quality assurance and audits, support innovation in advice delivery, promote UniSuper Advice through events and seminars