Associate Adviser

1 week ago

Melbourne, Victoria, Australia BlueRock Full time

A smart human once said, "Do things you with people you care about and good things happen", and at BlueRock, we are a growing team who love what we do.

Our rapid growth means lots of change and with growth comes opportunity and supercharged career development.

Be nurtured by supportive mentors who will help you along the way to be proactive about what's next for you.

We are now looking our next team member to support our growing Wealth team.

As an
Associate Adviser, you will play a crucial role in supporting the team with high-net-worth clients, whilst having the opportunity to develop into a top line advisor.


About your team
BlueRock Wealth are specialists in creating wealth through their unique goals based financial planning approach. Our team are responsible for finding solutions for all our clients seeking financial advice. From financial planning to investments to life insurance, BlueRock Private Wealth can help.


We work holistically to create an approach that suits every client's strategy and personal situation, leaning on the skills and experience of the broader BlueRock community to add value and expertise.


What you'll be doing
As an Associate Adviser, you'll be supporting our advisers in growing the broader business and helping our clients grow.

You'll have the opportunity to learn from seasoned professionals, with the view to progress to Adviser level through training and development.


Day-to-day, you can expect to:

  • Complete daily administration tasks.
  • Prepare client reviews and portfolio reports.
  • Be a client onboarding champion, including preparation of account documentation.
  • Have exposure to clients internally and externally from day one, participating in meetings.

Requirements:

We want to hear from people who have:

  • A Finance/Commerce/Business degree.
  • Accreditation in RG 146 (desirable, not essential).
  • Experience in and passion for the financial markets, wealth/fund management and services industry (desirable, not essential).

Benefits
Our people love to work for us, here's why

  • Certified Great Place to Work 2023 and 2021 Best Workplaces winner
  • Competitive salary, free weekly lunches, awesome social events, flexible work arrangements, and amazing headquarters in the CBD
  • Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion
  • Learning and development including internal and external training programs to build your career skills
  • An inclusive and diverse workplace culture centred on health, wellbeing and fun

How to apply
If this sounds like you, then please click on the "Apply" button and follow the prompts.

If you think you have what it takes, but don't necessarily meet every single point on the job description - please still apply.

We'd love to see if you could be a great fit and we can't wait to meet you

BlueRock is a 2023 Circle Back Initiative Employer - we commit to respond to every applicant.

  • Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies. _
  • Even in 2023 it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status._

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