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Associate Adviser & PY – Talent Pool

Client Services • Melbourne, Victoria 3000, Australia • Full-time
AI Job Summary
  • Assist senior advisers with running client meetings and managing clients.
  • Prepare client-facing documents and reports such as statements, recommendations, and meeting notes.
  • Coordinate advisory administrative tasks and support compliance/industry regulatory processes.

Role Type

Permanent • Full-time • Associate

Pay Rate

$80,000 AUD – $110,000 AUD (Annum)

Description

The Financial Associate Adviser position is a key role within Apt Wealth Partners, providing essential support to our senior advisers. As an Associate Adviser, you will be responsible for assisting in client management, running client meetings, preparing documentation and reports, and ensuring compliance with industry regulations. Your role will involve effective communication with clients, coordination of administrative tasks, and active participation in team collaboration. This position offers an opportunity for professional growth by undertaking your professional year and further study.