Associate AdvisorJust posted!

The Opportunity   
Join our Adelaide Wealth team as an Associate Advisor, working directly with a Partner and senior advisors to support the delivery of thoughtful, high-touch advice to a diverse client base. This includes sophisticated HNW/UHNW families and Protective Trust clients - work that requires sound judgement, professionalism, care and strong attention to detail.

This is a varied role in a highly specialised environment. Day to day, you’ll contribute across financial modelling, portfolio construction, advice preparation, meeting packs, client transitions, cash management, corporate actions and broader client administration as the team continues to onboard new clients and scale.

We’re open to different backgrounds. Financial services, wealth, accounting, professional services or paraplanning experience may be helpful, but it is not essential. What matters most is your attitude, curiosity, willingness to take ownership, attention to detail and genuine interest in building a long-term career in private wealth.

As your capability develops, there may be opportunities to take on more responsibility, including supporting a small client set under supervision. Progression toward Senior Associate is supported as your capability grows and business needs allow.

What You’ll Do

• Support a Partner, Director and Advisor in understanding clients’ financial goals, risk profiles and objectives.
• Assist in financial modelling, portfolio construction and preparing tailored investment strategies.
• Prepare and draft Investment Policy Statements, Investment Strategies and Statements of Advice for review.
• Participate in and prepare materials for client meetings; record minutes and follow up on actions.
• Assist with portfolio implementation activities including rebalances, cash management, trades, corporate actions and transitions.
• Contribute to private equity and direct investment administration.
• Deliver administrative support including client reporting packs, payments and asset transfers. 

About You 
You’re a keen learner with resilience, strong interpersonal skills and a genuine passion for wealth management. You thrive in a high-integrity, high-performance environment where accountability and critical thinking are valued.
  
You bring:

• A degree in Finance, Accounting or related discipline (postgraduate qualifications or CFA progress highly regarded).
• Ideally 2+ years’ experience in financial services or professional services, though recent graduates with the right mindset and commitment will be considered.
• Strong written and verbal communication skills and the ability to build trusted client relationships.
• High attention to detail, strong problem-solving ability and the agility to work across different client types.
• Proficiency in Microsoft Excel, Word and PowerPoint.
• Commitment to meeting ASIC professional standards and progressing toward accreditation.

Culture & Benefits

• Supportive flexible work arrangements.
• Opportunity to purchase up to four weeks additional leave each year.
• Recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).
• Professional training and development for staff of all levels.
• Yearly health and well-being allowance and ongoing activities.
• Work with industry experts in highly specialised roles.
• Employee assistance program that offers free counselling and support for you and your family.
• Annual performance payment (based on your performance and Firm-wide results).
• Paid community / volunteer days and an award-winning staff giving program.
• Reward and Recognition program.
• Ongoing staff entertainment.

About Us
Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.

About Our Team
Mutual Trust has over 250 staff, located across our offices in Melbourne, Sydney, Perth and Adelaide. Our team of people enjoy a fun and engaging culture. We have diverse roles and opportunities across wealth management, accounting, tax, family office, agri-business, trustee and philanthropy competencies. We support our focus on technical expertise through extensive learning and development opportunities.

How to Apply
Please submit your application online with the following:

1. A cover letter, and
2. A detailed resume in Word format
  
Only applicants with permanent residency or without visa restrictions will be considered.

For further enquiries contact David May on 0402 055 ***.