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 in Melbourne 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.
