Investment Adviser, Associate, $80-120K

Vor 3 Tagen


Sydney, Österreich Blue Tree Group Vollzeit

Boutique Investment Firm

HNW Private Clients

Portfolio Management - Circa $1B FUA

Support 2-3 Senior Advisers

Pathway to full Advice role

Package circa $70-90k + Super

Are you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an Advice role?
Manly based independent AFSL Investment Advice specialist firm with a focus on individual investment and asset allocation services for private clients.
About the Business
Since 2004, they have provided expert investment advice to high net worth families and individuals.
The exclusive services, personalised approach and consistent performance means they are now one of Sydney's most trusted and best regarded Private Wealth Advisors.
Truly personalised portfolios
The business is a modern firm, owned by employees sharing the same vision and values.
The exclusive service to a select number of clients allows a unique and tailored solution to meet individual investment objectives.
The firm has eight senior investment specialists in the team supported by operations and client services specialists.
The Role - Investment Adviser, Associate
The primary focus of the role is to support a team of senior Advisers with the day to management of existing and new clients.
You will provide a high level of service to client enquiries and correspondence, maintain accurate CRM records, produce SOA and ROA's for the Advisers, and demonstrate a proactive approach to supporting the team.
The position will involve extensive training, mentoring and personal development leading to a steady transition of existing clients over time, then ultimately new clients and leading to a full Client Advisory position.
The Person

Degree qualified in relevant degree
2-3 years' experience in an investment or financial advice firm
SOA and ROA production experience
Xplan and CRM experience highly regarded
Sound understanding and working knowledge of current regulatory and compliance frameworks

Passion for advice, ambition to achieve, self driven, strong client orientation and ethics, dedication for continued learning and development, and a good sense of humour will be expected.
The Benefits
The successful applicant will be trained and mentored by highly successful senior client advisers into one of Sydney's premier private client investment firms.
You will enjoy a highly professional yet relaxed atmosphere and culture whilst developing your trade craft.
You will regular direct access to management and senior directors/advisers in the business.
The Rewards
The successful applicant will be offered a competitive salary with benefits commensurate with skills and experience.
All Advisers in the business started as Associate Advisers in their respective careers, and are ultimately offered equity in the business after a successful establishment period.
To Apply
Please forward your CV in confidence for review.
Successful applicants will receive a full briefing on the business, management, and further details the role.
#J-18808-Ljbffr



  • Sydney, Österreich Blue Tree Group Vollzeit

    Boutique Investment Firm HNW Private Clients Portfolio Management - Circa $1B FUA Support 2-3 Senior Advisers Pathway to full Advice role Package circa $70-90k + Super Are you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an Advice role? Manly based independent AFSL Investment Advice specialist firm...


  • Sydney, Österreich Randstad Australia Vollzeit

    About the companyThis leading financial services firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and...


  • Sydney, Österreich Cartwright Jones Vollzeit

    Associate Financial Adviser - Career DevelopmentOur client, a highly respected and rapidly growing financial advisory practice located in the heart of Sydney CBD, is seeking a talented and motivated Associate Financial Adviser to join their team.With a strong reputation for providing personalised, high-quality financial advice and deep connections within the...

  • Investment Associate

    vor 3 Monaten


    Sydney, Österreich Tideri Jobbörse Vollzeit

    Job title: Investment Associate Location: Sydney, New South Wales, Australia (Hybrid) TGRC is looking for an ambitious Investment Associate to join a leading advisory firm on a hybrid basis in Sydney.Company Overview: The Green Recruitment Company is proud to partner with a leading corporate advisory firm that specializes in M&A and financial advisory across...

  • Investment Associate

    vor 3 Monaten


    Sydney, Österreich Green Recruitment Company Vollzeit

    Job title: Investment AssociateLocation: Sydney, New South Wales, Australia (Hybrid)TGRC is looking for an ambitious Investment Associate to join a leading advisory firm on a hybrid basis in Sydney.Company Overview:The Green Recruitment Company is proud to partner with a leading corporate advisory firm that specializes in M&A and financial advisory across a...


  • Sydney, Österreich Tideri Jobbörse Vollzeit

    Associate Financial Adviser - Career Development Our client, a highly respected and rapidly growing financial advisory practice located in the heart of Sydney CBD, is seeking a talented and motivated Associate Financial Adviser to join their team.With a strong reputation for providing personalised, high-quality financial advice and deep connections within...


  • Sydney, Österreich Perpetual Limited Vollzeit

    Associate, Adviser Support - Perpetual Wealth Management Location: Sydney Time Type: Full time Posted on: Posted 5 Days Ago Job Requisition ID: R7455 Based in Sydney CBD - Hybrid working arrangementOpportunity to grow your career within a collaborative and supportive teamAn attractive salary package Perpetual Group is an ASX-listed company (ASX:PPT)...


  • Sydney, Österreich Tideri Jobbörse Vollzeit

    Associate, Adviser Support - Perpetual Wealth Management Location: Sydney Time Type: Full time Posted on: Posted 5 Days Ago Job Requisition ID: R7455 Based in Sydney CBD - Hybrid working arrangement Opportunity to grow your career within a collaborative and supportive team An attractive salary package Perpetual Group is an ASX-listed company (ASX:PPT)...


  • Sydney, Österreich Platinum Pacific Partners Vollzeit

    Direct message the job poster from Platinum Pacific Partners Executive Director - Debt at Platinum Pacific Partners Australian private markets investment firm High deal velocity and highly collegiate team environment Invest through debt with an equity mindset We are seeking to appoint a new Investment Associate into the Private Credit team of a leading...

  • Investment Reporting

    vor 21 Stunden


    Sydney, Österreich Ioof Holdings Limited Vollzeit

    Investment Reporting / Investment Communications AssociateLocation: Sydney, NSW, AU, 2000Employment Type: Permanent Full TimePlease note that our offices will be closed from 20th December 2024 to 3rd January 2025, and the Talent Acquisition team will respond to applications from the 6th January 2025 onwards.Thank you for your patience and see you in the New...

  • Investment Reporting

    vor 20 Stunden


    Sydney, Österreich Ioof Holdings Limited Vollzeit

    Investment Reporting / Investment Communications AssociateLocation: Sydney, NSW, AU, 2000Employment Type: Permanent Full TimePlease note that our offices will be closed from 20th December 2024 to 3rd January 2025, and the Talent Acquisition team will respond to applications from the 6th January 2025 onwards.Thank you for your patience and see you in the New...

  • Associate

    vor 3 Wochen


    Sydney, Österreich Lgt Group Vollzeit

    LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.Your ResponsibilitiesOn-boarding of clients, account opening and day to day administration and maintenance of...

  • Associate

    vor 3 Wochen


    Sydney, Österreich Lgt Group Vollzeit

    LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family.As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.Your Responsibilities On-boarding of clients, account opening and day to day administration and maintenance of...


  • Sydney, Österreich Jon Michel Executive Search Vollzeit

    Our client is a bulge bracket investment bank renowned for its exceptional deal flow, high-quality management team, and deep client relationships.With extensive and specialized industry coverage and well-established business networks across Australia, they are strategically positioned for continued growth and development.The bank is currently seeking talent...


  • Sydney, Österreich Js Careers Vollzeit

    JS Careers is pleased to be working with a number of market leading investment banks in Sydney, who are looking for high quality Analysts and Associates to join their teams in early 2025.These opportunities span industrials, infrastructure, natural resources, TMT, FIG, ECM and generalist coverage teams with global and domestic firms. For these roles, we...


  • Sydney, Österreich Tideri Jobbörse Vollzeit

    I am partnered with a leading Sydney based financial services organisation that is recruiting an investment associate to join their highly regarded Energy team.You will be joining a high performing and technical business unit working on large transactions in the renewable infrastructure space.This role offers a unique opportunity to join the team and develop...


  • Sydney, Österreich Js Careers Vollzeit

    JS Careers is pleased to be working with a number of market leading investment banks in Sydney, who are looking for high quality Analysts and Associates to join their teams in early 2025.These opportunities span industrials, infrastructure, natural resources, TMT, FIG, ECM and generalist coverage teams with global and domestic firms.For these roles, we...


  • Sydney, Österreich ????? Vollzeit

    Investment Banking Coverage - Analyst / Associate Job ID: R0344436 Listed: 2024-07-17 Regular/Temporary: Regular Location: Sydney Position Overview Details of the Division and Team: As one segment of the Corporate & Investment Bank, our Corporate Finance business provides the full range of products and services of a leading global investment bank.Our clients...

  • Investment Associate

    vor 4 Wochen


    Sydney, Österreich Robert Walters Vollzeit

    This role offers an exciting opportunity to be part of a fast-paced environment where you will be responsible for the evaluation, negotiation and underwriting of credit opportunities, as well as managing a portfolio of customers. The successful candidate will have a keen eye for detail, strong analytical skills and a collaborative mindset.What you'll do:As...

  • Nsw State Manager

    vor 2 Monaten


    Sydney, Österreich Marsh & Mclennan Companies Vollzeit

    Company: Mercer Mercer is seeking candidates for the following position based in the Sydney office: NSW State Manager - Adviser Partnerships What can you expect? What we offer is a chance to join a company that is not only winning but transforming in the most exciting way possible.Our CEO, David Bryant, is dedicated to Mercer Australia being a "people first"...