The Opportunity Are you ready to take the next step in your career? As an Associate Advisor, you will play an integral role in delivering personalised wealth management solutions. Working closely with a highly experienced team, you'll support Australia's most successful families through our dynamic, collaborative and industry-leading multi-family office.
What You'll Do Support an Advisor and Partner in the delivery of wealth management services to a sophisticated High Net Worth (HNW) and Ultra High Net Worth (UHNW) client base.Assist in understanding clients' financial goals and risk profiles, performing financial modelling, and constructing tailored portfolios.Participate in client meetings, preparing materials, taking detailed notes and managing follow-up actions.Develop and maintain investment strategies and assist in preparing comprehensive investment recommendations.Manage administrative tasks such as coordinating asset transfers, portfolio rebalances and client payments.About You You're a keen learner, emotionally intelligent and eager to grow within wealth advisory. You have a natural ability to build strong relationships, a sharp eye for detail and a genuine passion for helping others achieve their financial goals.
You have:
A minimum of 2 years' experience, ideally in Professional or Financial Services.A degree qualification, preferably in Finance or Accounting.Progress toward CFA Level I or II is highly regarded.A commitment to meeting FASEA standards, including the Financial Advisor exam.Exceptional communication skills, self-awareness and a drive for professional and personal development.Advanced skills in Microsoft Word, Excel and PowerPoint.A keen interest in wealth management, investment markets and portfolio management concepts.Culture & Benefits Supportive flexible work arrangements.Opportunity to purchase up to four weeks additional leave each year.Recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).Professional training and development for staff of all levels.Yearly health and well-being allowance and ongoing activities.Work with industry experts in highly specialised roles.Employee assistance program that offers free counselling and support for you and your family.Annual performance payment (based on your performance and Firm-wide results).Paid community / volunteer days and an award-winning staff giving program.Reward and Recognition program.Ongoing staff entertainment.About Us Mutual Trust is a multi-family office providing integrated wealth services to Australia's most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.
About Our Team Mutual Trust has over 220 staff, located across our offices in Melbourne, Sydney, Perth and Adelaide. Our team of people enjoy a fun and engaging culture. We have diverse roles and opportunities across wealth management, accounting, tax, family office, agri-business, trustee and philanthropy competencies. We support our focus on technical expertise through extensive learning and development opportunities.
How to Apply Please submit your application online with the following:
A cover letter, andA detailed resume in Word formatOnly applicants with permanent residency or without visa restrictions will be considered.
For further enquiries contact Kate Farmer on 03 9605 9645.
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