In-Demand Investment associate Jobs in Queensland

Associate
Findex —Brisbane QLD
- Full-time
- Employee discount
Client Services Associate
AUSIEX —Brisbane QLD
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick Apply
11d
Special Counsel – Property – Partnership Pathway
McManus Partners —Brisbane QLD
- $180,000 - $250,000 a year
- Full-time
- In-person
Quick Apply
2d
Senior Associate – Special Counsel – Commercial Property
McManus Partners —Brisbane QLD
- $127,444.71 - $235,303.35 a year
- Part-time
- In-person
- Negotiation
Quick Apply
2d
Senior Associate – Performance Improvement
Alvarez and Marsal —Brisbane QLD
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- English
Senior Associate – Performance Improvement
Alvarez & Marsal —Brisbane QLD
- Microsoft Powerpoint
- Microsoft Excel
- English
Business Development Associate
Seers digital —Brisbane QLD
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- CRM software
- Azure
- Sales
Quick Apply
International Business Development Coordinator
University of the Sunshine Coast —Buderim QLD
- $95,986 - $103,873 a year
- Full-time
- Business development
- Recruiting
- Business
- Employee assistance program
10d
Mechanic
Neuron Mobility —Townsville QLD
- $70,000 - $85,000 a year
- Weekend availability
- Management
- Warehouse experience
- In-person
Quick Apply
5d
Associate - Client & Market Credit Risk
Queensland Treasury Corporation —Brisbane QLD
- Full-time
- Analysis skills
- Communication skills
- Parental leave
Investment Banking Associate - Public Private Partnership Transaction Advisory
Agentis Capital Advisors —Brisbane QLD
- Urgently hiring
- On-the-job training
Project Manager I
AECOM —Broadbeach Waters QLD
- Full-time
- Hybrid work
- Master's degree
- Bachelor's degree
Manager / Associate Director - Valuations - Brisbane
KPMG —Brisbane QLD
- Full-time
- Microsoft Excel
- Analysis skills
- Presentation skills
- Parental leave
12d
Senior Associate - Corporate Transactions (M&A) - Brisbane
Ashurst LLP —Brisbane QLD
- Bachelor's degree
- Communication skills
- Health insurance
- Parental leave
Family Office Tax Specialist | Senior Associate | Family Office Tax
PWC Australia —Brisbane QLD
- Office experience
- Annual leave
- Parental leave
Associate Director - Cost Management
Turner & Townsend —Brisbane QLD
- Full-time
- Hybrid work
- Management
- Engineering
- Master's degree
Quick Apply
9d
Associate Director Structural Engineering
AECOM —South Townsville QLD
- Full-time
- Hybrid work
- Engineering
- Bachelor's degree
- Communication skills
- Parental leave
- Employee discount
2d
Stock Associate
Williams-Sonoma, Inc. —Fortitude Valley QLD
- Part-time
- Warehouse experience
- Communication skills
- Parental leave
- Employee assistance program
Business Development Associate, Retirement Income
MLC Life Insurance —Brisbane QLD
- Full-time
- Hybrid work
- Business
Surveyor / Senior Surveyor - Cadastral Projects
Bennett + Bennett —Brisbane QLD
- Overtime
- Bachelor's degree
- Organisational skills
- In-person
- Wellness program
- Parental leave
Quick Apply

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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 queensland

Associate

Client Services Associate

Special Counsel – Property – Partnership Pathway

Senior Associate – Special Counsel – Commercial Property

Senior Associate – Performance Improvement

Senior Associate – Performance Improvement

Business Development Associate

International Business Development Coordinator

Mechanic

Associate - Client & Market Credit Risk

Investment Banking Associate - Public Private Partnership Transaction Advisory

Project Manager I

Manager / Associate Director - Valuations - Brisbane

Senior Associate - Corporate Transactions (M&A) - Brisbane

Family Office Tax Specialist | Senior Associate | Family Office Tax

Associate Director - Cost Management

Associate Director Structural Engineering

Stock Associate

Business Development Associate, Retirement Income

Surveyor / Senior Surveyor - Cadastral Projects

I want to receive the latest job alert for investment associate in queensland

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