Associate Advisor

2 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.

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