Associate Adviser

About this Opportunity

Our client is growing their Financial Planning team in the heart of Sydney CBD. The firm has strong aspirations for the future and wants to hire the next generation of Advisers by offering one-to-one mentorship with a Senior Private Wealth Adviser.

In this role, you will:

• Attend and contribute to new and existing client meetings.
• Lead the client relationship in partnership with a Senior Advisor.
• Investment analysis, portfolio construction and management.
• Research and develop financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protection.
• Implementation of client recommendations, including portfolio trading, to bring a strategy to life.
• Attend to client queries and liaising with other professionals to deliver great client outcomes.

About You

• A degree in Commerce, Economics, or similar discipline preferred.
• 3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable.
• Exceptional client service focus and excellent written and verbal communication skills.
• Exceptional lateral thinking and problem-solving skills.
• Strong Word, Excel and analytical skills.

For more information or a confidential discussion, please contact Jason O'Flaherty - ***email_hidden***