Take the Next Step in Financial Advice | Associate Adviser Opportunities in Hawthorn & Wheelers Hill
We are partnering with two well-established financial planning firms in Melbourne that are seeking experienced Associate Advisers to join their growing advice teams.
Whether you are looking to work closely with a Senior Adviser in a high-performing practice or continue your Professional Year (PY) toward becoming a qualified Financial Adviser, we would love to hear from you.
Hawthorn, VIC
Join a respected and growing financial planning group where you will work closely with an experienced Senior Financial Adviser and contribute across the full advice process.
Key responsibilities include:
- Attending client meetings alongside the Adviser
- Assisting with implementing advice strategies
- Researching superannuation, retirement, investment, insurance, wealth creation, and estate planning strategies
- Preparing and reviewing ROAs and coordinating with paraplanners on SOAs
- Supporting ongoing client relationship management and practice initiatives
What's on offer:
- Up to $112,000 package (depending on experience)
- Exposure to complex client strategies
- A collaborative and supportive advice team
- Strong long-term career growth opportunities
Wheelers Hill, VIC
Join a highly regarded financial planning firm with a structured Professional Year (PY) pathway designed to support your progression toward becoming a qualified Financial Adviser.
Key responsibilities include:
- Participating in client meetings and preparing meeting packs
- Developing technical strategies and maintaining CRM file notes
- Liaising with the outsourced paraplanning team for SOA and ROA preparation
- Preparing client review reports and Annual Advice Agreements (AAAs)
- Ensuring advice meets Best Interest Duty and compliance requirements
What's on offer:
- $90,000-$100,000 + Super
- Fully supported Professional Year pathway
- Ongoing mentoring from experienced Financial Advisers
- Clear progression toward a qualified Financial Adviser role
About You:
To be successful, you will have:
- 2-3+ years of experience as an Associate Adviser within an Australian financial planning practice
- Experience using Xplan, AdviserLogic, Plutosoft, or similar financial planning software
- Strong communication, organisation, and relationship-building skills
- A proactive and client-focused mindset
Ready to explore either opportunity?
Send your CV to and let us know whether you are interested in the Hawthorn or Wheelers Hill position.
Associate Advisor employer: Advice2Talent
Join a thriving financial advice practice in Wodonga, where you can leverage an established client portfolio to make an immediate impact. With a strong focus on employee growth and a collaborative work culture, you'll benefit from the support of experienced teams while building long-term relationships with clients. This role offers not just a job, but a meaningful career path in a supportive environment that values your contributions.
