Senior Associate Advisor

2 weeks ago

Camberwell, Victoria, Australia Northeast Wealth Full time $100,000 - $115,000 per year

Senior Associate Advisor

Camberwell (Hybrid, 2-3 days in the office)

$100K - $115K + Super

Flexible hours | Career progression | Purpose-driven team

Join a team that's redefining financial advice.

At
Northeast Wealth
, we help successful individuals and couples make smarter financial decisions so they can worry less, achieve more, and live better lives. We're a passionate, fast-growing business built around holistic advice and genuine relationships - and we're looking for a standout
Senior Associate Advisor
to grow with us.

THE OPPORTUNITY

You'll work directly alongside our Director,
James O'Reilly
, supporting advice strategy and delivery for new and existing members. This role is tailor-made for an ambitious Associate who's ready to step up - supported every step of the way on the path to becoming a full-fledged Advisor within 12–18 months.

In this role, you'll:

  • Collaborate on complex strategies and advice delivery
  • Prepare and participate in member meetings with our Advisory team
  • Liaise with our Member Services team to ensure smooth, high-impact member reviews

ABOUT YOU

You're not just technically proficient - you're excited by the idea of helping people live better lives through great financial advice. You thrive in a team environment, love solving problems, and are hungry to develop your career.

We're looking for someone who:

  • Has 12+ months' experience as an Associate Advisor in a financial advice firm
  • Understands a wide range of strategies (incl. SMSFs, investment structuring, insurance, etc.)
  • Is confident with XPLAN and the MS Suite
  • Has completed (or is near completing) tertiary education requirements (PY highly regarded)
  • Has strong communication skills, a keen eye for detail, and a proactive attitude

WHY NORTHEAST?

We're serious about your career development and personal growth. You'll be joining a close-knit, values-driven team where:

  • You'll be supported on your journey to becoming a holistic advisor
  • You'll enjoy flexible hours and our
    'Flexi-time' policy
    (take ad-hoc leave when needed)
  • We blend professionalism with fun - achieving great things while enjoying the ride
  • You'll have real autonomy while being part of a process-driven, high-performing firm

We do our best work when we're growing - and having a good time doing it.


Think you're a fit?

We'd love to hear from you. Apply now or get to know us better

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