2 x Associate Advisers

2 days ago

Double Bay, New South Wales, Australia EQ Wealth Full time $90,000 - $130,000 per year

We're Hiring: 2 x Associate Adviser / Professional Year Adviser

Location: Double Bay & Bondi Junction | Type: Full-Time

About Us About the Role

Are you ready to join a dynamic, client-focused investment and advisory firm? 
Capital Decisions Investments
 is a fast-growing financial services practice with a reputation for excellence in wealth management, strategic investment advice, and client care. With offices in Double Bay and Bondi Junction, we pride ourselves on delivering tailored solutions to a diverse client base, including high-net-worth individuals and emerging professionals.

Our team is built on collaboration, integrity, and innovation. We are committed to nurturing talent and providing meaningful career pathways for aspiring financial advisers.

Our Culture

At Capital Decisions Investments, we believe in empowering our people. You'll be supported by experienced mentors and encouraged to contribute ideas that shape the future of our business. We foster a culture of continuous learning, professional development, and genuine care for our clients and each other.

About the Role

Exciting opportunity has opened for 
2 x Associate Adviser / Professional Year Candidate
 to join our growing advisory team. Working closely with our Senior Advisers, you'll play a key role in supporting client relationships, preparing advice documents, and contributing to strategic investment planning with a clear career pathway into a full adviser role.

This role is ideal for someone completing their Professional Year or looking to transition into a client-facing advisory role.

Key Responsibilities:

  • Assist in implementing advice recommendations with diligence and professionalism
  • Manage client and provider communications
  • Review Strategy Papers and Statement of Advice documents
  • Collaborate with paraplanners and advisers to develop tailored investment strategies
  • Manage the offshore Advice Implementation Team
  • Ensure compliance with regulatory and internal standards
  • Maintain accurate client records and support ongoing service requirements

What we're looking for:

  • Tertiary qualification in Financial Planning that meets the FASEA requirements
  • Minimum 3 years' experience in financial services (administration, paraplanning, or associate adviser role)
  • Strong written and verbal communication skills
  • High attention to detail and organisational skills
  • Experience with XPLAN or similar CRM systems highly regarded
  • A proactive attitude and commitment to client service excellence

Career Pathway:

This role offers a clear pathway to becoming a 
Provisional Financial Adviser, completing your provisional adviser year and moving into a qualified adviser role
, with structured support and exposure to high-net-worth clients. You'll be part of a team that values your growth and celebrates your success.

Please note salary will be paid according to experience ranging from $90,000 - $130,000

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