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Associates & Financial Advisers | Melbourne | Help build the future of advice

at The Rask Group Pty Ltd

This is a Full time job

Melbourne VIC(Hybrid)
$70,000 – $105,000 per year
If you’re looking for a "job" where you’ll be hidden in the back office writing plans nobody reads… this is NOT the place for you.
If you’re looking for a "job" where you’ll be hidden in the back office writing plans nobody reads… this is NOT the place for you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed one day ago

Advice Assistant

at Zurich Financial Services Australia

This is a Full time job

Melbourne VIC(Hybrid)
Salaried
  • Varied support role in the Zurich Assure team
  • 5 weeks annual leave, generous incentive bonus and wellbeing payment
  • Flexibility working from home and our stunning Melbourne office
  • Varied support role in the Zurich Assure team
  • 5 weeks annual leave, generous incentive bonus and wellbeing payment
  • Flexibility working from home and our stunning Melbourne office
Fantastic opportunity to launch your career with Zurich Assure! Professional, supportive culture with great training & benefits!
Fantastic opportunity to launch your career with Zurich Assure! Professional, supportive culture with great training & benefits!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed one day ago

Advice Assistant

at Zurich Financial Services Australia

This is a Full time job

Brisbane QLD(Hybrid)
Salaried
  • Varied support role in the Zurich Assure team
  • 5 weeks annual leave, generous incentive bonus and wellbeing payment
  • Flexibility working from home and the Brisbane office
  • Varied support role in the Zurich Assure team
  • 5 weeks annual leave, generous incentive bonus and wellbeing payment
  • Flexibility working from home and the Brisbane office
Fantastic opportunity to launch your career with Zurich Assure! Professional, supportive culture with great training & benefits!
Fantastic opportunity to launch your career with Zurich Assure! Professional, supportive culture with great training & benefits!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed eighteen hours ago

Financial Advice Admin Team Member

at Pure Advice Pty Ltd

This is a Full time job

Sydney NSW(Hybrid)
Apply now with your CV and a short note on why this role appeals to you.
Apply now with your CV and a short note on why this role appeals to you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
18h ago
18h ago
Listed three days ago

Private Wealth Assistant

at Succession Recruitment

This is a Full time job

Sydney NSW
$70-80K Package
  • Supportive, collaborative team culture with genuine mentorship
  • Ongoing training, development & long-term career progression
  • Sydney CBD location | Competitive salary package & benefits
  • Supportive, collaborative team culture with genuine mentorship
  • Ongoing training, development & long-term career progression
  • Sydney CBD location | Competitive salary package & benefits
Join a highly regarded Private Wealth Management firm in Sydney, fantastic culture, ongoing mentoring, career development, attractive package!
Join a highly regarded Private Wealth Management firm in Sydney, fantastic culture, ongoing mentoring, career development, attractive package!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed fourteen hours ago

Associates & Financial Advisers | Melbourne | Help build the future of advice

at The Rask Group Pty Ltd

This is a Full time job

Melbourne VIC(Hybrid)
$70,000 – $105,000 per year
If you’re looking for a "job" where you’ll be hidden in the back office writing plans nobody reads… this is NOT the place for you.
If you’re looking for a "job" where you’ll be hidden in the back office writing plans nobody reads… this is NOT the place for you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14h ago
14h ago
Listed ten days ago

Administration Assistant

at LeadingAdvice

This is a Full time job

Gladesville, Sydney NSW
$60,000 – $75,000 per year
This is more than just an admin role — it’s an opportunity to be a key part of a Leading Sydney professional financial advice team.
This is more than just an admin role — it’s an opportunity to be a key part of a Leading Sydney professional financial advice team.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
10d ago
10d ago
Listed sixteen hours ago

Adviser Assistant - Private Wealth

at Itch Recruitment

This is a Full time job

Perth WA
  • Work with high performing advisers in a leading private wealth firm
  • Execute trades in adviser absence within clear protocols and limits
  • Clear pathway toward paraplanner or adviser roles over time
  • Work with high performing advisers in a leading private wealth firm
  • Execute trades in adviser absence within clear protocols and limits
  • Clear pathway toward paraplanner or adviser roles over time
Ready to own your seat? Execute trades, support HNW & UHNW clients & partner with top advisers at a leading private wealth firm.
Ready to own your seat? Execute trades, support HNW & UHNW clients & partner with top advisers at a leading private wealth firm.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16h ago
16h ago
Listed twenty one hours ago

Associate Adviser

at First Financial
Be an early applicant

This is a Full time job

Melbourne VIC(Hybrid)
Launch your wealth advisory career! Enjoy a pathway to Adviser and outstanding mentoring within a growing, highly respected firm.
Launch your wealth advisory career! Enjoy a pathway to Adviser and outstanding mentoring within a growing, highly respected firm.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21h ago
21h ago
Listed eight days ago

Advice Coach

at FMD Financial Pty Ltd

This is a Part time job

Melbourne VIC
  • Directly influence the quality and confidence of adviser-client conversations
  • Help deliver a modern, high quality advice experience
  • Hybrid, part time (0.6FTE) role
  • Directly influence the quality and confidence of adviser-client conversations
  • Help deliver a modern, high quality advice experience
  • Hybrid, part time (0.6FTE) role
Opportunity to be part of a progressive, growing firm where you will play a pivotal role in elevating adviser performance across the business.
Opportunity to be part of a progressive, growing firm where you will play a pivotal role in elevating adviser performance across the business.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed one day ago

Advisor Associate

at JS Careers

This is a Full time job

Sydney NSW
$90,000 – $110,000 per year
Seeking an Adviser Associate to support wealth advisers across advice preparation, client reviews and implementation in a growing advice business.
Seeking an Adviser Associate to support wealth advisers across advice preparation, client reviews and implementation in a growing advice business.
subClassification: Policy, Planning & RegulationPolicy, Planning & Regulation
classification: Government & Defence(Government & Defence)
1d ago
1d ago
Listed twenty one hours ago

Assistant Risk Adviser

at Adroit Insurance & Risk
Be an early applicant

This is a Full time job

Bendigo, Bendigo, Goldfields & Macedon Ranges VIC
  • Supportive culture with a strong health and wellbeing program
  • Opportunites for a career pathway
  • Learning and development program tailored to your goals
  • Supportive culture with a strong health and wellbeing program
  • Opportunites for a career pathway
  • Learning and development program tailored to your goals
Assist Risk Advisers in the management and servicing of a portfolio of existing clients.
Assist Risk Advisers in the management and servicing of a portfolio of existing clients.
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
21h ago
21h ago
Listed four days ago

Advice Guide (QAM)

at Padua Financial Group

This is a Full time job

Sydney NSW
We are seeking a proactive and detail-oriented Advice Guide to join our team at Padua.
We are seeking a proactive and detail-oriented Advice Guide to join our team at Padua.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed one day ago

Financial Adviser

at Elston
Be an early applicant

This is a Full time job

Canberra ACT(Hybrid)
  • Established, privately owned advice firm with strong reputation
  • Supportive, relationship-focused team culture
  • Clear pathway to grow into senior advisory
  • Established, privately owned advice firm with strong reputation
  • Supportive, relationship-focused team culture
  • Clear pathway to grow into senior advisory
Build on your advisory foundation in a supportive environment with strong mentoring and genuine career progression.
Build on your advisory foundation in a supportive environment with strong mentoring and genuine career progression.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed seventeen hours ago

Adviser Support Specialist

at Pure Advice Pty Ltd

This is a Part time job

Sydney NSW(Hybrid)
It's a transition and relationship role focused on bridging legacy processes & modern systems while maintaining service quality & adviser engagement.
It's a transition and relationship role focused on bridging legacy processes & modern systems while maintaining service quality & adviser engagement.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
17h ago
17h ago
Listed twenty five days ago

Associate Adviser

at Firefly Financial Pty Ltd

This is a Full time job

Kardinya, Perth WA
$90,000 – $110,000 per year
  • $110,000 base salary + superannuation
  • Support team that actually supports you (paraplanners, admin, practice manager)
  • Mentoring from experienced advisers
  • $110,000 base salary + superannuation
  • Support team that actually supports you (paraplanners, admin, practice manager)
  • Mentoring from experienced advisers
Associate Adviser role. Mentored pathway to your own client base. Family-run Perth firm. Established clients. Structured development with support.
Associate Adviser role. Mentored pathway to your own client base. Family-run Perth firm. Established clients. Structured development with support.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
25d ago•Expiring
Listed four days ago

Advice Services Coordinator

at Euroz Hartleys Limited

This is a Full time job

Perth WA
Salary dependent on experience
  • Make your mark in a newly created role
  • Manage the advice document workflow
  • Be part of a market-leading WA financial services firm
  • Make your mark in a newly created role
  • Manage the advice document workflow
  • Be part of a market-leading WA financial services firm
Newly created role to manage Advice creation process working with our Wealth team and partners to deliver high-quality, compliant Statements of Advice
Newly created role to manage Advice creation process working with our Wealth team and partners to deliver high-quality, compliant Statements of Advice
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed ten days ago

Administration Assistant

at LeadingAdvice

This is a Full time job

Bondi Junction, Sydney NSW
$60,000 – $75,000 per year
This is more than just an admin role — it’s an opportunity to be a key part of a Leading Sydney professional financial advice team.
This is more than just an admin role — it’s an opportunity to be a key part of a Leading Sydney professional financial advice team.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
10d ago
10d ago
Listed nine days ago

Adviser Assistant

at Community Broker Network

This is a Full time job

Mildura, Mildura & Murray VIC(Hybrid)
This is an excellent opportunity for someone looking to build a long‑term career in insurance broking within a supportive environment!
This is an excellent opportunity for someone looking to build a long‑term career in insurance broking within a supportive environment!
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
9d ago
9d ago
Listed four days ago

Adviser Service Officer

at Bailiwick Group

This is a Full time job

Newstead, Brisbane QLD
$85,000 – $105,000 per year
  • Small team, big visibility — your work genuinely matters here
  • $85,000 – $105,000 package rewarding real expertise
  • Complex, meaningful advice work — not just processing paperwork.
  • Small team, big visibility — your work genuinely matters here
  • $85,000 – $105,000 package rewarding real expertise
  • Complex, meaningful advice work — not just processing paperwork.
Boutique financial planning firm in Newstead seeking a skilled Adviser Service Officer. Close-knit team, real work, visible impact.
Boutique financial planning firm in Newstead seeking a skilled Adviser Service Officer. Close-knit team, real work, visible impact.
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
4d ago
4d ago
Listed fourteen days ago

Financial Adviser

at Zurich Financial Services Australia

This is a Full time job

North Sydney, Sydney NSW(Hybrid)
Salaried
  • Provide specialised Insurance advice to a broad range of customers
  • 5 weeks annual leave, generous incentive bonus and wellbeing payment
  • Flexibility working from home and our stunning North Sydney office
  • Provide specialised Insurance advice to a broad range of customers
  • 5 weeks annual leave, generous incentive bonus and wellbeing payment
  • Flexibility working from home and our stunning North Sydney office
Fantastic opportunity for an experienced Financial Adviser to join our specialised Life Insurance advice business. (can also be based in Melbourne)
Fantastic opportunity for an experienced Financial Adviser to join our specialised Life Insurance advice business. (can also be based in Melbourne)
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago•Expiring
14d ago•Expiring
Listed twenty two days ago

Financial Advice Associate

at Hunter Financial

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW(Hybrid)
$75,000 – $100,000 per year
Join Hunter Financial as a Financial Advice Associate, supporting advice delivery while growing your career in a collaborative team.
Join Hunter Financial as a Financial Advice Associate, supporting advice delivery while growing your career in a collaborative team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed three days ago

Senior Advice Associate

at Simplerecruit

This is a Full time job

Balgowlah, Sydney NSW(Hybrid)
$110,000 – $120,000 super + incentives
  • Structured Career Pathway to Financial Adviser & Equity Ownership
  • Hands On Learning & Development Framework
  • High Impact, Growth Focused Role
  • Structured Career Pathway to Financial Adviser & Equity Ownership
  • Hands On Learning & Development Framework
  • High Impact, Growth Focused Role
Ideal for candidates nearing or completing Professional Year, offering mentoring, adviser progression, client ownership, and a pathway to leadership.
Ideal for candidates nearing or completing Professional Year, offering mentoring, adviser progression, client ownership, and a pathway to leadership.
Recruited byPauline Lautier
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed sixteen days ago

Adviser Assistant / Client Services Officer - PY Opportunity

at International Search Partners

This is a Full time job

Canberra ACT(Hybrid)
$80,000 – $95,000 per year
Great opportunity for a Client Services Officer to provide administrative support to a small team Financial Advisers whilst interacting with clients
Great opportunity for a Client Services Officer to provide administrative support to a small team Financial Advisers whilst interacting with clients
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed nine days ago

Associate Adviser

at Boutique Advisers

This is a Full time job

Subiaco, Perth WA
$100,000 – $120,000 per year
  • Take the next step after your PY with structured mentoring and support
  • Work with an award-winning team that puts clients and culture first
  • Subiaco-based, full-time, with genuine long-term career pathway
  • Take the next step after your PY with structured mentoring and support
  • Work with an award-winning team that puts clients and culture first
  • Subiaco-based, full-time, with genuine long-term career pathway
Associate Adviser wanted. PY completed, XPLAN savvy, team-first. Award-winning Subiaco firm with real progression opportunities.
Associate Adviser wanted. PY completed, XPLAN savvy, team-first. Award-winning Subiaco firm with real progression opportunities.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed twenty four days ago

Financial Adviser

at Firefly Financial Pty Ltd

This is a Full time job

Kardinya, Perth WA
$110,000 – $130,000 per year + Perfomance Bonus
  • Step into a warm, family-run Perth practice with clients ready for you
  • Mentoring, clear salary progression and your own client book
  • Supportive office team helping everyday Western Australians
  • Step into a warm, family-run Perth practice with clients ready for you
  • Mentoring, clear salary progression and your own client book
  • Supportive office team helping everyday Western Australians
Adviser role in Perth helping everyday Australians, with mentoring, existing clients, real career progression and a supportive family-run team.
Adviser role in Perth helping everyday Australians, with mentoring, existing clients, real career progression and a supportive family-run team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
24d ago•Expiring
24d ago•Expiring
Listed seven days ago

CSO / Associate (Pathway to Adviser)

at Berritta Consulting

This is a Full time job

Sydney NSW
$80,000 – $100,000 per year
Join a boutique FP firm as a CSO / Associate Adviser with client exposure, strategy work and a genuine pathway to Adviser & PY development.
Join a boutique FP firm as a CSO / Associate Adviser with client exposure, strategy work and a genuine pathway to Adviser & PY development.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed fifteen days ago

Associate Adviser

at Employee Matters

This is a Full time job

Melbourne VIC
Looking for career progression? Apply below...
  • Clear, highly supported pathway to becoming a Financial Adviser
  • Join an expanding and highly successful wealth management firm
  • Company that rewards hard work with promotion - premium Melbourne CBD office
  • Clear, highly supported pathway to becoming a Financial Adviser
  • Join an expanding and highly successful wealth management firm
  • Company that rewards hard work with promotion - premium Melbourne CBD office
Launch your wealth advisory career! Enjoy a clear pathway to Adviser and outstanding mentoring within a growing, highly respected firm
Launch your wealth advisory career! Enjoy a clear pathway to Adviser and outstanding mentoring within a growing, highly respected firm
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed fifteen days ago

Advice Associate

at William Buck (Qld)

This is a Full time job

Brisbane QLD
  • Brisbane CBD
  • Social, collaborative and hybrid workplace
  • Learn something new everyday
  • Brisbane CBD
  • Social, collaborative and hybrid workplace
  • Learn something new everyday
Are you ready to grow your career in Wealth Advisory?
Are you ready to grow your career in Wealth Advisory?
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed ten days ago

Wealth Concierge - General Financial Advice Consultant

at Bendigo Bank

This is a Full time job

Melbourne VIC(Hybrid)
  • Join the better big bank
  • We do culture differently - you'll find that difference is our greatest strength
  • Work for a bank with size and scale, ensuring your career growth and success
  • Join the better big bank
  • We do culture differently - you'll find that difference is our greatest strength
  • Work for a bank with size and scale, ensuring your career growth and success
Be part of a specialised team, connect with customers & staff through an outbound customer help function designed to assist with their wealth needs.
Be part of a specialised team, connect with customers & staff through an outbound customer help function designed to assist with their wealth needs.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago•Expiring
10d ago•Expiring
Listed twenty days ago

Associate Financial Adviser

at Innate Financial Services Group Pty Ltd

This is a Full time job

Keilor, Melbourne VIC
$80,000 – $100,000 per year
  • Client first approach - Always
  • If you’re hungry to grow, we’re ready to invest in you
  • Supportive, high-performing culture minus the corporate fluff
  • Client first approach - Always
  • If you’re hungry to grow, we’re ready to invest in you
  • Supportive, high-performing culture minus the corporate fluff
Being exceptional isn’t easy. But if you’re willing to learn, contribute and be challenged, we’ll back you all the way.
Being exceptional isn’t easy. But if you’re willing to learn, contribute and be challenged, we’ll back you all the way.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed four days ago

Advice Compliance Specialist

at First Financial

This is a Full time job

Melbourne VIC(Hybrid)
  • Influence advice standards across specialist advisers and diverse strategies
  • Career progression and development opportunities in a growing firm
  • Use your experience to improve process and client outcomes
  • Influence advice standards across specialist advisers and diverse strategies
  • Career progression and development opportunities in a growing firm
  • Use your experience to improve process and client outcomes
Join us as an Advice Compliance Specialist and make a real impact on advice quality at a leading firm.
Join us as an Advice Compliance Specialist and make a real impact on advice quality at a leading firm.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
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