Role Summary

We are seeking an enthusiastic and driven Associate Adviser to join our dynamic wealth management team at VISIS Private Wealth in Brisbane. As an Associate Adviser, you will be mentored by one of our Partners who is a successful Financial Adviser. You will play a key role in providing comprehensive wealth management advice and service to our valued clients.

Responsibilities

Working within a team of 7 dedicated to serving executive and HNW clients
Conducting thorough financial reviews and analysis to understand clients' unique financial goals and needs
Preparing and presenting holistic financial plans and recommendations to clients
Assisting with the implementation and ongoing monitoring of client portfolios and wealth management strategies
Contributing to the development of financial planning tools, templates, and resources
Maintain up-to-date knowledge of financial regulations, products, and industry trends
Providing exceptional client service and building long-lasting relationships with our clients

What we're looking for

Tertiary qualification in finance, accounting, or a related field
Completion of, or progress towards, a relevant financial planning qualification
2 years+ of experience in a financial planning or wealth management role
Strong analytical and problem-solving skills with the ability to interpret complex financial information
Excellent communication and presentation skills, with the ability to explain financial concepts to clients
A genuine passion for helping clients achieve their financial goals
A commitment to staying up-to-date with industry regulations and best practices

What we offer

At VISIS Private Wealth, we are committed to providing our employees with a supportive and rewarding work environment. We offer a competitive salary, opportunities for professional development and a range of other employment benefits.

More About us

VISIS Private Wealth is a leading wealth management firm that has been helping individuals and families achieve their financial goals for the past 24 years. We are dedicated to providing personalised, holistic financial advice that empowers our clients to make informed decisions and secure their financial futures. Our team of experienced financial advisers are committed to delivering expert advice, exceptional service and building long-term relationships with our clients.

To be considered for this role email gdougan@visis.com.au

VISIS Private Wealth

Company Overview