Hewison Private Wealth is an award-winning, independent financial advice and wealth management firm based in Melbourne. As a purpose led organisation and a premium brand in our industry, we are dedicated to delivering excellence for our clients.
Position Overview
We are currently seeking a motivated Associate Adviser to support our team of experienced Advisers in delivering exceptional financial planning and investment services to our clients. This is an excellent opportunity for someone with a passion for financial planning and a client-centric mindset looking to further develop their career in wealth management.
As an Associate Adviser, you will play a vital role in supporting Advisers with the full scope of financial planning and investment activities. From client meeting preparation, executing investment strategies and producing high-quality documentation, your contribution will ensure our clients continue to receive trusted, personalised advice and service.
This role is suited to someone who is highly proactive and thrives in a collaborative and fast-paced environment. If you're detail-focused, eager to learn and looking to deepen your experience in wealth management profession, we want to hear from you.
Position Requirements
To be successful in this position, you will need:
- At least 1 - 2 years of experience in a Client Service or Associate Adviser (or similar) position within a financial planning organisation;
- A relevant degree in Financial Planning, Commerce, Economics, or similar;
- Strong financial and analytical skills;
- Proficiency in Microsoft Office (Excel, Outlook, Word, PowerPoint);
- High attention to detail and strong organisational skills;
- A client-first mindset and the ability to work collaboratively in a team.
What is in it for you
We’re proud of the environment we’ve created – one where our people feel supported, valued and inspired to do their best work. From a strong team culture to great benefits and opportunities for growth, here are some reasons to want to join our team:
- A culture where you’ll thrive: Our culture is one of our greatest strengths. You’ll join a team that genuinely lives its values – Fun, Family, Empowerment, and Excellence. We celebrate wins, support each other, and show up with pride and purpose.
- A well-connected location that supports your active lifestyle: Based on St Kilda Road (Melbourne), with modern office facilities and end-of-trip amenities so you can walk, jog or ride to work with ease.
- Various benefits and leave entitlements: Salary continuance insurance, monthly massages, gym subsidies, corporate volunteering opportunities and various leave options.
- Commitment to professional growth: Access to learning opportunities to support career development and continuous learning.
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Associate Adviser in Melbourne employer: Hewison Private Wealth
Hewison Private Wealth is an exceptional employer that fosters a supportive and inspiring work environment, where employees are valued and encouraged to excel. Located on St Kilda Road in Melbourne, the firm offers modern facilities and a culture centred around Fun, Family, Empowerment, and Excellence, making it an ideal place for paraplanners to thrive. With a commitment to professional growth, generous benefits, and a collaborative team atmosphere, joining Hewison means being part of a purpose-driven organisation dedicated to delivering high-quality financial advice.
