Financial Adviser Associate in Sydney

Financial Adviser Associate in Sydney

Sydney Entry level 72000 - 88000 $ / year (est.) On-site
B

At a Glance

  • Tasks: Support Senior Advisers, develop client relationships, and contribute to strategy development.
  • Company: Big River Resources, a dynamic financial services firm in Sydney North-Metro.
  • Benefits: Mentoring, career advancement, and a fast-paced work environment.
  • Other info: Comprehensive program designed for aspiring financial professionals.
  • Why this job: Kickstart your finance career with hands-on experience and professional growth.
  • Qualifications: Strong communication skills and a passion for finance.

The predicted salary is between 72000 - 88000 $ per year.

Big River Resources, LLC in Sydney North-Metro is seeking a Financial Adviser Associate to support Senior Advisers, develop client relationships and contribute to strategy development.

This PY pathway emphasizes mentoring and advancement through a comprehensive program in a fast-paced environment.

You will assist advisers with meetings, prepare SOAs, maintain XPlan, and help with compliance, reporting, and investment research, while building your professional confidence and client service skills.

#J-18808-Ljbffr

Financial Adviser Associate in Sydney employer: Big River Resources, LLC

Join a dynamic Newcastle-based financial advice firm that prioritises employee growth and development. With a supportive work culture, you'll benefit from mentoring opportunities and clear career progression while enjoying the flexibility of a hybrid work model. This role not only allows you to implement meaningful financial advice but also positions you at the heart of client success, making it an excellent place for those looking to make a real impact in their careers.

B

Contact Details:

Big River Resources, LLC Recruitment Team

We think you need these skills to ace Financial Adviser Associate in Sydney

Client Relationship Management
Strategic Development
Meeting Preparation
Statement of Advice (SOA) Preparation
XPlan Maintenance
Compliance Knowledge
Reporting Skills