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Associate Wealth Adviser
2 weeks ago
Make a meaningful impact while building your career in financial advice.
Are you looking for a role where you can develop your skills, work closely with a team of highly qualified advisers, and genuinely help people?
This is a unique opportunity to join our Health & Personal Injury investment team, supporting vulnerable clients with care, empathy, and professionalism.
What you'll do:
- Provide high-quality support in delivering financial solutions in the area of Health and Personal Injury
- Collaborate with Client Relationship Managers to provide subject matter expertise in financial advice to vulnerable clients
- Attend client meetings alongside the Client Relationship Manager
- Develop and review investment strategies and portfolio reports aligned with fiduciary principles of 'Prudent Person'
- Work alongside a team of highly qualified advisers to gain hands-on experience across the fiduciary investment process.
What we're looking for:
We're seeking someone with empathy, strong attention to detail, and a genuine interest in having real, everyday conversations with clients. You may be a paraplanner, client services professional, or an associate adviser looking to gain more client-facing experience.
You'll bring:
- FASEA-approved qualifications
- 2 – 4 years' experience in customer service, paraplanning role or related role in financial planning
- Knowledge across financial planning areas in particular superannuation, social security and aged care.
- Interest in macroeconomic trends and their impact on markets
- Strong financial modelling and advanced Excel skills
- Empathy and care when working with clients affected by personal injury
- Excellent communication skills — able to explain complex ideas in simple terms
- Confidence to make sound, independent decisions when needed
What we offer:
- A warm, open, and supportive culture
- Attractive remuneration package, including reward and recognition programs
- Employee wellness program, including discounted health insurance and EAP
- Workplace volunteering and giving program — proud to be in the Top 30 Best Workplaces to Giveback 2024
- Discounted tax and estate planning services
- 16 weeks paid parental leave for the primary carer
- Central CBD location with modern office fit-out and end-of-trip facilities
- Flexible/hybrid working environment
About Us – Trusted Since 1888
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company
