Swap the city grind for genuine career growth. Immediate Professional Year commencement available.
Are you ready to build a long-term career in financial advice, with mentoring, client exposure, and a clear pathway to becoming a Financial Adviser?
A well-established and growing regional financial planning practice is looking for either:
- A recent Financial Planning graduate
- An Associate Adviser ready to commence or continue their Professional Year
This is an outstanding opportunity to join a supportive team where you'll gain hands-on experience, develop your technical and interpersonal skills, and work alongside experienced advisers who are invested in your success.
About the Practice:
You'll join a collaborative team of:
- 3 Financial Advisers
- Several Accountants
- Dedicated support staff
As part of a broader organisation with 100+ employees, you'll benefit from extensive mentoring, collaboration, and networking opportunities while enjoying the close-knit culture of a regional office.
What You'll Be Doing:
- Prepare for client meetings, including fact finds, research, modelling, and projections
- Assist in developing financial strategies and implementing advice
- Support client reviews, follow-ups, and ongoing service
- Work closely with experienced advisers and gain genuine exposure to the advice process
- Progress towards becoming a fully qualified Financial Adviser through your Professional Year
About You:
- Passionate about building a career in financial advice
- Studying or have completed a Financial Planning degree (or equivalent)
- Highly organised, proactive, and client-focused
- Eager to learn, take initiative, and develop professionally
- Previous experience in a financial planning practice is advantageous, but a positive attitude and willingness to learn are equally important
What's on Offer:
- Salary: $70,000-$95,000 + super (depending on experience). Graduates will be considered at the lower end of the salary range.
- Immediate commencement of the Professional Year pathway
- Structured mentoring from experienced Financial Advisers
- Strong career progression within a growing practice
- Relocation to Bendigo from Melbourne welcomed
- Supportive team culture with excellent learning and development opportunities
Associate Adviser in Bendigo 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.
