In-Demand Wealth adviser Jobs in Victoria

Private Wealth Adviser - Associate
UniSuper —Melbourne VIC
- Full-time
- AI
- Business
- Communication skills
- Parental leave
Associate Financial Adviser, Perpetual Wealth
Perpetual Limited —Melbourne VIC
- Full-time
- Financial services
- Work from home
Private Wealth Adviser
ANZ Banking Group —Melbourne VIC
- Full-time
- Financial services
Research Assistant / Coordinator
FE fundinfo —Melbourne VIC
- Full-time
- Hybrid work
- Research
- Microsoft Office
- Administrative experience
Quick Apply
Advice Compliance Specialist
First Financial —Melbourne VIC
- Full-time
- Hybrid work
- Microsoft Office
- Finance
- Business
Quick Apply
People & Culture Adviser
Findex —Melbourne VIC
- Contract
- Hybrid work
- Microsoft Office
- Analysis skills
- Human resources
3d
Paraplanner, Perpetual Wealth
Perpetual Limited —Melbourne VIC
- Full-time
- Hybrid work
- Time management
- Work from home
4d
Senior Wealth Adviser | Melbourne (Blackburn)
Saward Dawson —Blackburn North VIC
- Full-time
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited —Melbourne VIC
- Full-time
- Leadership
- Work from home
Manager – Self Managed Super Funds (SMSF) – Business Advisory Services
Accru —Melbourne VIC
- Full-time
- Leadership
- Communication skills
- Wellness program
Business Development Manager - Portfolio
Macquarie Group Limited —Melbourne VIC
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Work from home
Senior Business Analyst
HUB24 —Melbourne VIC
- Full-time
- Management
- Administrative experience
- Agile
Client Relationship Manager | Employee Share Plans
Link Group —Docklands VIC
- Hybrid work
- Organisational skills
- Communication skills
- Health insurance
- Parental leave
Financial Adviser
coastal advisory australia —Melbourne VIC
- Full-time
- Communication skills
Quick Apply
Platform Developer - North
AMP Limited —Victoria
- Full-time
- SDLC
Client Services Representative
Australian Unity —Melbourne VIC
- Contract
- Management
- Financial services
- Health insurance
- Parental leave
Associate
Findex —Mildura VIC
- Full-time
- Employee discount
14d
Software Engineer
HUB24 —Melbourne VIC
- Full-time
- Bachelor's degree
- APIs
- Agile
Client Enablement Manager
Link Group —Docklands VIC
- Hybrid work
- Administrative experience
- Financial services
- Communication skills
- Parental leave
- Employee assistance program
Client Services Manager
First Financial —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Administrative experience
- Financial services
Quick Apply

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Private Wealth Adviser - Associate

UniSuper -
Melbourne VIC

Apply Now

Job Details

Full-time

Benefits

Parental leave

Qualifications

Investment
Financial planning
Service-oriented architecture
AI
Business
Communication skills

Full Job Description

About Us

We’re all here to deliver great retirement outcomes for our members. We have a long history with the University sector and today we’re a place where future-minded Australians can all come together. We have a track record of success and a culture focussed on being the best place to work in superannuation. We’ll achieve this by bringing our values to life in everything we do - genuine care, being better together and a passion for outcomes.

We have a clear plan of what we need to do and want you to help lead that journey.

UniSuper Advice is the Home for Advice Professionals. We provide members with trusted advice that supports confident financial decisions, through personal advice, digital solutions, education and strong partnerships with independent financial advisers. Our work is grounded in professionalism, collaboration and better retirement outcomes for members.

This is a great opportunity for a qualified financial adviser to build their career supporting high-net-worth clients and working alongside experienced Private Wealth Advisers in a highly regarded advice business.

The role

As an Associate Private Wealth Adviser, you will support Senior Private Wealth Advisers to deliver high-quality financial planning advice to clients with complex needs. This role is ideally suited to an adviser who has completed, or is nearing completion of, their Professional Year and is looking to further develop their technical expertise and client-facing advice capability.

You will contribute to client outcomes through preparation, coordination and delivery of advice, as well as:

Support strategy development, paraplanning briefs, SOA reviews and client presentations
Deliver ROAs and manage client review tasks, follow-ups and campaigns
Attend and contribute to client meetings, supporting the delivery of complex advice strategies
Maintain compliance with AFSL requirements and governance standards
Contribute to advice quality assurance, audits and remediation activities
Support innovation in advice delivery, including the use of AI
Promote UniSuper Advice through events, seminars and member engagement

About you

You are a qualified financial advice professional with strong foundations in financial planning and a commitment to delivering exceptional client outcomes. You work collaboratively while managing your own workload effectively and are passionate about building a long-term career in financial advice.

Furthermore, you will have:

An approved financial planning qualification that meets current financial adviser education standards
Professional Year completed, or nearing completion
Eligibility to be authorised as a financial adviser under current regulatory requirements
Minimum 3 years' experience in financial planning, wealth management or a personal advice environment
Knowledge of superannuation, tax, insurance and investment products
Understanding of compliance frameworks within financial advice
Strong communication, interpersonal skills and attention to detail
Ability to manage time, meet deadlines and work autonomously

Highly regarded:

Experience delivering personal financial advice to clients
Experience working with affluent or high-net-worth clients
CFP® designation or progress towards CFP® accreditation

What We Offer

UniSuper believes that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office.

UniSuper is proud of our culture and benefits, which empower our people to achieve their full potential, thrive and grow their career with us. These include:

17% superannuation contributions
Generous parental leave
Performance incentive opportunities

It should go without saying, but at UniSuper, we value and celebrate diversity and inclusion. We believe that a variety of perspectives, backgrounds, interests, abilities and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for roles that suit your career aspirations, even if you don’t meet all the requirements.

Apply Now

Refine Your Search

wealth adviser jobs in victoria

Private Wealth Adviser - Associate

Associate Financial Adviser, Perpetual Wealth

Private Wealth Adviser

Research Assistant / Coordinator

Advice Compliance Specialist

People & Culture Adviser

Paraplanner, Perpetual Wealth

Senior Wealth Adviser | Melbourne (Blackburn)

Senior Paraplanner, Perpetual Wealth Management

Manager – Self Managed Super Funds (SMSF) – Business Advisory Services

Business Development Manager - Portfolio

Senior Business Analyst

Client Relationship Manager | Employee Share Plans

Financial Adviser

Platform Developer - North

Client Services Representative

Associate

Software Engineer

Client Enablement Manager

Client Services Manager

I want to receive the latest job alert for wealth adviser in victoria

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