Private Wealth Adviser Associate – Hybrid, Growth & Impact in Melbourne

Private Wealth Adviser Associate – Hybrid, Growth & Impact in Melbourne

Melbourne Full-Time 49500 - 60500 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Support Senior Private Wealth Advisers in delivering top-notch financial planning advice.
  • Company: Join UniSuper Advice, a leader in financial services with a focus on growth and impact.
  • Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional development.
  • Other info: Collaborative team environment with a focus on innovation and compliance.
  • Why this job: Make a real difference by helping clients navigate their complex financial needs.
  • Qualifications: Strong communication skills and a passion for finance are essential.

The predicted salary is between 49500 - 60500 $ per year.

Uni Super Advice is seeking a Private Wealth Adviser - Associate to support Senior Private Wealth Advisers in delivering high-quality financial planning advice to clients with complex needs.

You will help prepare, coordinate and deliver advice, while contributing to ROAs, client reviews and campaigns.

You will work within a collaborative team, ensuring compliance with AFSL standards and continuously improving advice delivery, including exploring AI-enabled solutions.

Private Wealth Adviser Associate – Hybrid, Growth & Impact in Melbourne employer: Unisuper

UniSuper is an exceptional employer that prioritises collaboration and professional growth, making it an ideal workplace for Private Wealth Advisers. With a strong commitment to diversity and inclusion, employees benefit from generous parental leave, additional paid leave days, and a supportive culture that empowers them to thrive in their careers while making a meaningful impact on members' financial futures.

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Contact Details:

Unisuper Recruitment Team

We think you need these skills to ace Private Wealth Adviser Associate – Hybrid, Growth & Impact in Melbourne

Financial Planning
Client Relationship Management
Compliance with AFSL Standards
Report of Advice (ROA) Preparation
Coordination Skills
Campaign Management
Team Collaboration