In-Demand Investment associate Jobs in Brisbane, Qld

Associate
Findex —Brisbane QLD
- Full-time
- Employee discount
Senior Surveyor - Northshore Road Upgrade Project
Bennett + Bennett —Brisbane QLD
- Full-time
- Bachelor's degree
- Organisational skills
- Associate degree
- Wellness program
- Annual leave
Quick Apply
10d
Warehouse Associate
Wesco —Brisbane QLD
- Overtime
- Forklift
- Warehouse
- Employee assistance program
10d
Associate Director - Highways
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- Civil engineering
- Leadership
9d
Market & Client Credit Risk Associate
Queensland Treasury Corporation —Brisbane QLD
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
Senior Associate - Water & Transport
Queensland Treasury Corporation —Brisbane QLD
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
- Parental leave
2d
Director – Aviation Engineer
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- Construction experience
- Leadership
- Communication skills
1d
Experience (SEO, GEO) Director
WPP Media —Brisbane QLD
- Master's degree
- AI
- Leadership
- Parental leave
- Employee assistance program
Principal Architect - Azure
Datacom —Brisbane QLD
- Full-time
- Hybrid work
- Azure
- Computer Science
- Engineering
Quick Apply
4d
Senior Private Wealth Adviser
UniSuper —Brisbane QLD
- Full-time
- Management
- Business development
- Presentation skills
- Parental leave
Associate Director - Cost Management
Turner & Townsend —Brisbane QLD
- Full-time
- Hybrid work
- Management
- Engineering
- Master's degree
Quick Apply
Senior Associate, Partner Tax
Grant Thornton Australia —Brisbane QLD
- Full-time
- Hybrid work
- Communication skills
- Health insurance
- Parental leave
Associate, Technical Services
coastal advisory australia —Brisbane QLD
- Full-time
- Administrative experience
- Organisational skills
- Financial services
Quick Apply
Manager/ Associate Director, Transaction Services (Financial Due Diligence) - Brisbane, Melbourne or Sydney
Alvarez and Marsal —Brisbane QLD
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Communication skills
Family Office Tax Specialist | Senior Associate | Family Office Tax
PWC Australia —Brisbane QLD
- Office experience
- Parental leave
Manager/ Associate Director, Transaction Services (Financial Due Diligence) - Brisbane, Melbourne or Sydney
Alvarez & Marsal —Brisbane QLD
- Microsoft Powerpoint
- Microsoft Excel
- Communication skills
Associate Director - Mechanical Engineering
AECOM —Brisbane QLD
- Full-time
- Hybrid work
- Leadership
- Communication skills

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Associate

Findex -
Brisbane QLD

Apply Now

Job Details

Full-time

Benefits

Employee discount

Qualifications

Diploma
Advanced diploma

Full Job Description

Grow your career in financial planning. Based in Brisbane, working under the mentorship of a Wealth Partner, you will build the skills and experience to progress towards an Adviser role.

Grow your career in financial planning with an Associate opportunity at Findex.

If you are working towards becoming a Financial Adviser and want a clear development pathway, this role could be your next step. Based in Brisbane, you'll join a team where our people are at the centre of what we do — and we are looking for someone who is client-focused, motivated, and keen to learn.

Working under the mentorship of a Wealth Partner, you will build the skills and experience to progress towards an Adviser role. You will be a key point of contact for client queries and support the advice process, with increasing autonomy and ownership of client relationships over time.

Your role, your contribution

An overview of your day-to-day responsibilities follows:

Proactively communicate with clients and determine how Findex can best meet their needs
Assist your Advisers/Partners in providing strategic financial planning and investment advice including, investment structures, estate planning, superannuation and retirement planning
Prepare pre-appointment work and participate in client meetings with Advisers/Partners
Ensure advice documents are compliant, in line with industry legislation, regulation, and Findex policies and procedures
Coordinate production of Advice documentation and support to prepare SOAs

The benefits of joining us

Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours
Career development and progression: Mentoring from experienced Advisers and Partners, supported by development programs and further education.
Competitive salary package, flexible working options, and access to a range of employee benefits (including wellbeing support and employee discounts).
Clearly defined career progression with strong growth opportunity

What you bring to the role

FASEA approved degree
Diploma or Advanced Diploma of Financial Planning qualified or equivalent
An interest in achieving or studying towards CFP
Proven experience in a similar role in Financial Planning
Strong attention to detail and the ability to prioritise your workload
The ability to work and thrive in a team environment

Next Steps? Apply now – we can’t wait to hear from you!

Our Impact: Why Findex?

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models.

For the Community: The Findex Community Fund (FCF) is dedicated to giving back. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand.
For You: We focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success.
For our Customers: We champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services.
For Diversity & Inclusion: Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.

Apply Now

Refine Your Search

investment associate jobs in brisbane, qld

Associate

Senior Surveyor - Northshore Road Upgrade Project

Warehouse Associate

Associate Director - Highways

Market & Client Credit Risk Associate

Senior Associate - Water & Transport

Director – Aviation Engineer

Experience (SEO, GEO) Director

Principal Architect - Azure

Senior Private Wealth Adviser

Associate Director - Cost Management

Senior Associate, Partner Tax

Associate, Technical Services

Manager/ Associate Director, Transaction Services (Financial Due Diligence) - Brisbane, Melbourne or Sydney

Family Office Tax Specialist | Senior Associate | Family Office Tax

Manager/ Associate Director, Transaction Services (Financial Due Diligence) - Brisbane, Melbourne or Sydney

Associate Director - Mechanical Engineering

I want to receive the latest job alert for investment associate in brisbane, qld

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