At a Glance
- Tasks: Partner with senior advisers to create tailored investment strategies for high-net-worth clients.
- Company: Join a respected wealth management firm blending traditional and modern financial services.
- Benefits: Competitive salary, structured mentoring, and hands-on client interaction.
- Other info: Opportunity for career growth and exposure to diverse financial strategies.
- Why this job: Gain valuable experience in a dynamic environment while building your advisory skills.
- Qualifications: Experience in finance or related fields; strong communication and analytical skills required.
The predicted salary is between 100000 - 140000 $ per year.
FS Recruitment Solutions is representing a highly regarded, privately owned wealth management firm with a strong track record advising high-net-worth clients and SMSFs. Their model blends the depth of a traditional stockbroking house with the breadth of holistic financial planning and the agility of a boutique — giving you exposure to every facet of financial services.
This is a rare opportunity for an experienced investment professional to step into a client-facing Associate Advisor role. You’ll work alongside Directors and senior portfolio managers, delivering tailored strategies, deepening client relationships, and building the technical and commercial expertise to become a fully authorised adviser.
If you haven’t yet completed your Professional Year – you’ll be guided through it with structured mentoring, client interaction, and technical training. If you’ve already completed your Professional Year – you’ll be authorised to provide advice under the supervision of a Director, with immediate client-facing responsibilities.
Key Responsibilities
- Partner with senior advisers to deliver bespoke investment and wealth management strategies to HNW clients and SMSFs
- Prepare and present portfolio reviews, investment proposals, and strategic advice documents
- Conduct in-depth market research and contribute to investment strategy discussions
- Manage and execute market orders across relevant trading systems
- Maintain accurate client records in Xplan, Iress, FactSet, and other platforms
- Participate in client meetings, contributing to relationship management and advice delivery
- Ensure compliance with all regulatory and ethical standards
About You
- Proven experience in broking, funds management, or private wealth advice (essential)
- Degree-qualified in finance, economics, commerce, or related discipline
- Completed or currently undertaking Professional Year (PY)
- RG146 compliant (or willing to obtain)
- Strong technical skills in portfolio construction, investment analysis, and financial modelling
- Excellent communication and relationship-building skills
- High attention to detail, initiative, and commercial acumen
- Proficiency in Excel; coding skills highly regarded
Why This Role Stands Out
You’ll be joining a firm that values independence, informed opinion, and modern, technology-driven advice delivery. You’ll gain exposure to direct equities, managed funds, and holistic wealth strategies, while building the client trust and technical expertise that define a successful adviser.
For a confidential discussion or to apply, contact: Director, FS Recruitment 0409 598 111
Associate Advisor in Melbourne employer: FS Recruitment Solutions
Join a highly regarded, privately owned wealth management firm in Melbourne that champions independence and modern, technology-driven advice. With a strong focus on employee growth, you will receive structured mentoring and hands-on experience, allowing you to build meaningful client relationships while developing your technical expertise. The collaborative work culture fosters innovation and supports your journey to becoming a fully authorised adviser, making it an exceptional place for professionals seeking rewarding careers in finance.
