Associate Financial Adviser

9 hours ago

Greater Sydney Area, Australia Zone Financial Full time $60,000 - $120,000 per year

Associate Adviser – Zone Financial

St Leonards, Sydney
 | 
Full-time
 | 
Competitive Salary + Career Pathway

About Us

At 
Zone Financial
, we're shaping the future of personal wealth management. As a well established,  boutique, self-licensed advisory firm, we provide strategic, fee-only advice to high-net-worth families, senior executives, and business owners.

We're known for our integrity, precision, and genuine care for our clients — not for chasing sales targets. With sustained growth driven by referrals, we're expanding our team and looking for an exceptional 
Associate Adviser
 to join us.

The Opportunity

This is a career-defining opportunity for someone eager to learn under expert mentorship, partner with sophisticated clients, and build a successful long-term future in a firm that values professionalism, impact, and meaningful relationships.

The role suits an outstanding communicator and natural relationship builder  - a team player who is motivated by growth and excellence.

Whether you're ready to begin your Professional Year or have recently completed your PY and AR registration, we'd love to connect.

What You'll Be Doing

·       Prepare for, attend and contribute to client meetings and strategy sessions

·       Collaborate on bespoke financial strategies

·       Engage in complex advice areas - investments, SMSFs, trusts, tax planning, retirement, and

intergenerational wealth

·       Conduct investment analysis and support portfolio construction

·       Partner with paraplanning, client service teams, and external professionals

·       Deliver exceptional service and thoughtful solutions for clients

What You'll Bring

·       
Bachelor's degree in Commerce, Economics, Finance or similar (approved degree preferred)

·       
2+ years in financial advice, accounting, or technical roles

·       
Professional Year completed or in progress (preferred)

·       
A genuine passion for building a meaningful career in financial advice

·       
Proactive, curious, and eager to learn and evolve

·       
A drive to support clients, collaborate with colleagues, and achieve team success

·       
High emotional intelligence, professionalism and a good sense of humour

Why Join Zone Financial?

·       Defined pathway to becoming a Financial Adviser   

·       Competitive salary package and transparent progression

·       Extensive training, development and mentorship

·       Meaningful work that delivers genuine impact

·       Supportive, collaborative and professional team culture

·       Agile structure that keeps us client focussed

·       Highest standard of advice and ethics 

·       We value long term relationships - with our clients and our team

·       Hybrid flexibility + convenient St Leonards location

Ready to Make an Impact?

If you're driven by values, inspired by progression, and want to do meaningful work with a team who genuinely care — we'd love to hear from you.

 Apply with your CV and cover letter to: 

 Learn more

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