Associate Advisor

4 days ago

Sydney, New South Wales, Australia Providence Wealth Full time $90,000 - $120,000 per year

Are you looking for an opportunity to drive your career forward?

Providence Wealth Advisory Group is a privately owned and operated investment advisory group, that has been providing bespoke investment services to clients since 2000. Servicing valued clients nationally, we have offices in Sydney, Melbourne, and Adelaide. We provide comprehensive wealth management to high-net-worth individuals and their families and non-profit organizations.

Opportunity

Providence Wealth is currently looking for an Associate Advisor team member. This position plays an important role in the advisory and business development team, assisting in providing excellent client service and being involved in preparing quality pitches for new business.  This role will work closely with the Executive and Associate Advisers, giving them the access and opportunity to learn from highly experienced advisory and sales executives, including the CEO, CIO and Head of Business Development, whilst working in a collegiate group.

Your key responsibilities will include:

  • Contributing to the preparation of slide decks & documentation for prospect clients
  • Preparing quarterly review documentation
  • Maintaining client records and internal platforms to ensure they are correct
  • Contributing to portfolio rebalancing and the implementation of plans
  • Assisting with new client onboarding
  • Attending and engaging at client functions
  • Contributing to the timely preparation of reports and process improvements initiatives
  • Assisting with business development projects
  • Liaising with clients and stakeholders as required

About you

To be successful in this position you will possess:

  • a bachelor's degree (Finance/Economics/Commerce/Marketing knowledge helpful but not essential)
  • proficient knowledge of Microsoft Office suite
  • strong organisation and time management skills, with a proven eye for detail
  • a demonstrated ability to always put the client front of mind
  • sound written and verbal communication skills
  • an ability to work autonomously whilst contributing to the team within a friendly, open plan environment
  • a positive'can do' attitudeand a willingness to go the extra mile

What's on offer

We provide a wide range of benefits to support our staff including:

  • Ongoing mentoring and coaching from experienced team members
  • Study support – we will pay for you to complete your Graduate Diploma of Financial Planning
  • Access to hybrid work arrangements
  • Competitive salary package

So, if you are keen to join an established firm that is team orientated and values it's people, we want to hear from you  Please submit a cover letter and your resume via Seek.

  • Associate Advisor

    2 days ago

    Sydney, New South Wales, Australia Randstad - Banking & Financial Services Full time $90,000 - $120,000 per year

    Associate AdviserAttractive salary packageCBD Based - close to metroWork life balance / wfh optionsAbout the companyThis growing financial advice business based in the CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from...

  • Associate Managing Consultant, Advisors

    3 weeks ago

    Sydney, New South Wales, Australia Mastercard Full time

    Associate Managing Consultant, Advisors & Consulting Services, Performance AnalyticsJoin to apply for the Associate Managing Consultant, Advisors & Consulting Services, Performance Analytics role at MastercardAssociate Managing Consultant, Advisors & Consulting Services, Performance Analytics2 days ago Be among the first 25 applicantsJoin to apply for the...

  • Associate Managing Consultant, Advisors

    2 weeks ago

    Sydney, New South Wales, Australia Mastercard Full time

    Associate Managing Consultant, Advisors & Consulting Services, Performance AnalyticsJoin to apply for the Associate Managing Consultant, Advisors & Consulting Services, Performance Analytics role at MastercardAssociate Managing Consultant, Advisors & Consulting Services, Performance Analytics2 days ago Be among the first 25 applicantsJoin to apply for the...

  • Associate Advisor, Audit

    2 days ago

    Sydney, New South Wales, Australia myCareer - NSW Government Full time $99,000 - $110,271 per year

    Associate Advisor, Audit & GovernanceOffice of General CounselEmployment Type: OngoingClassification / Grade / Band: Clerk Grade 05/06Remuneration: $99, $110,271.00; plus, Superannuation and Leave LoadingLocation: Sydney CBD, Flexible working options availableApplications Close: Wednesday, 24 September 2025 at 9:59amRole impact & contributionThe Associate...

  • Associate Advisor, Audit

    2 days ago

    Sydney, New South Wales, Australia NSW Treasury Full time $99,000 - $110,271 per year

    Associate Advisor, Audit & GovernanceOffice of General CounselEmployment Type: OngoingClassification / Grade / Band: Clerk Grade 05/06Remuneration: $99, $110,271.00; plus, Superannuation and Leave LoadingLocation: Sydney CBD, Flexible working options availableApplications Close: Wednesday, 24 September 2025 at 9:59amRole impact & contributionThe...

  • Associate Advisor, Audit

    15 hours ago

    Sydney, New South Wales, Australia NSW Government Full time $99,000 - $110,271 per year

    Associate Advisor, Audit & GovernanceOffice of General CounselEmployment Type: OngoingClassification / Grade / Band: Clerk Grade 05/06Remuneration: $99, $110,271.00; plus, Superannuation and Leave LoadingLocation: Sydney CBD, Flexible working options availableApplications Close: Wednesday, 24 September 2025 at 9:59amRole impact & contributionThe Associate...

  • Associate Managing Consultant, Advisors

    2 weeks ago

    Sydney, New South Wales, Australia Mastercard Full time

    Associate Managing Consultant, Advisors & Consulting Services, Strategy & TransformationGet AI-powered advice on this job and more exclusive features.Our PurposeMastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We...

  • Associate Managing Consultant, Advisors

    2 weeks ago

    Sydney, New South Wales, Australia Mastercard Full time

    Associate Managing Consultant, Advisors & Consulting Services, Strategy & TransformationGet AI-powered advice on this job and more exclusive features.Our PurposeMastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We...

  • Travel Advisor

    4 weeks ago

    Sydney, New South Wales, Australia StudentUniverse Full time

    Update your details, view your application and progress >> LoginJob searchJob searche.g. "Administrator, Melbourne"Refine searchRegionAustralia 1LocationAustraliaCategoryWork typeFull time 1BrandTravel Associates 1Apply now Refer a friend Job no: 522144Brand: Travel AssociatesWork type: Full timeLocation: New South WalesCategories: Leisure Travel &...

  • Travel Advisor

    3 weeks ago

    Sydney, New South Wales, Australia Flight Centre Travel Group Full time

    Update your details, view your application and progress >> LoginJob searchJob searche.g. "Administrator, Melbourne"Refine searchRegionAustralia 1LocationAustraliaSouth Australia 1CategoryWork typeFull time 1BrandTravel Associates 1Apply now Refer a friend Job no: 526820Brand: Travel AssociatesWork type: Full timeLocation: South AustraliaCategories: Leisure...