Description:
About the role
Join the talented team at Pursue Wealth as an Associate Adviser. In this full-time position based in South Melbourne VIC, you will play a key role in providing comprehensive financial planning and wealth management services to our valued members. This is an excellent opportunity to develop your expertise and make a meaningful impact within a dynamic and growing financial services organisation.
What you'll be doing
-
Assisting in the development and implementation of holistic financial plans for individual and business clients
-
Conducting meetings to understand clients unique financial goals and objectives
-
Researching and analysing client financial situations to identify opportunities and risks
-
Preparing detailed financial reports, recommendations and strategies
-
Collaborating with other advisers and professionals to deliver integrated solutions
-
Staying up-to-date with industry regulations, trends and best practices
-
Providing exceptional client service and building long-term, trusted relationships
What we're looking for
-
Relevant tertiary qualifications in financial planning, accounting or a related field
-
1-3 years of experience in a financial planning or advisory role
-
Strong technical knowledge of financial products, markets and investment strategies
-
Excellent communication and interpersonal skills to engage effectively with clients
-
Analytical and problem-solving abilities to identify and address client needs
-
A commitment to professional development and maintaining industry certifications
-
A collaborative mindset and the ability to work effectively as part of a team
What we offer
At Pursue Wealth, we are dedicated to empowering our team to reach their full potential. We offer a range of benefits, including:
-
Competitive salary and performance-based bonuses
-
Ongoing training and professional development opportunities
-
Access to the latest financial planning tools and technology
-
Supportive and inclusive team culture
-
Health and wellbeing initiatives to support your overall wellbeing
About us
Pursue Wealth is a leading financial planning and wealth management firm committed to helping our clients achieve their financial goals. With a strong focus on innovation, client service and ethical practices, we have built a reputation as a trusted partner for individuals, families and businesses across South Melbourne and beyond. Join our team and be a part of our exciting journey.
Apply now to become our next Associate Adviser and take the first step towards a rewarding career at Pursue Wealth.