Associate Adviser

Join Our Team as an Associate Adviser in Brisbane!

About Us

Wealth Connexion is a “boutique” financial planning firm with a reputation for providing the highest quality of professional financial planning advice where our client’s best interest always comes first.

Our approach has helped us grow to become one of the leading providers of wealth management advice in Brisbane today.  Our company's past and future growth is based primarily on personal referrals from satisfied clients who wish for their friends and colleagues to experience the same personalised financial planning service.

Key Responsibilities:

·         Assist a senior adviser in developing comprehensive financial plans for clients as well developing strong relationships with clients for the end to end advice process.

·         Conduct research and analysis to support financial recommendations.

·         Attend client meetings and ensure post-meeting tasks are followed up

·         Maintain up-to-date knowledge of financial products, market trends, and regulatory requirements.

·         Build and maintain strong client relationships through excellent communication and service.

Qualifications:

·         Bachelor's degree in Finance, Commerce, Economics, or a related field.

·         Strong analytical and problem-solving skills.

·         Excellent written and verbal communication abilities.

·         High level of attention to detail and organisational skills.

·         Ability to work effectively both independently and as part of a team.

·         Proficiency with CRM systems will be highly regarded and will set you apart from other candidates.

This Role is Perfect For:

·         Candidates who are aspiring to become financial advisers.

·         Individuals looking to commence their professional year soon.

What We Offer:

·         Competitive salary and benefits package.

·         Opportunities for professional development and career advancement.

·         A supportive and inclusive work environment.

·         The chance to make a meaningful impact on clients' financial well-being.

How to Apply: If you are ready to take the next step in your career and join a team that values excellence and client-focused service, we would love to hear from you!