Associate Adviser

Job description

Hewison Private Wealth is an award-winning, independent financial advice and wealth management firm based in Melbourne. As a purpose led organisation and a premium brand in our industry, we are dedicated to delivering excellence for our clients. Position Overview: We are currently seeking a motivated Associate Adviser to support our team of experienced Advisers in delivering exceptional financial planning and investment services to our clients. This is an excellent opportunity for someone with a passion for financial planning and a client-centric mindset looking to further develop their career in wealth management. As an Associate Adviser, you will play a vital role in supporting Advisers with the full scope of financial planning and investment activities. From client meeting preparation, executing investment strategies and producing high-quality documentation, your contribution will ensure our clients continue to receive trusted, personalised advice and service. This role is suited to someone who is highly proactive and thrives in a collaborative and fast-paced environment. If you're detail-focused, eager to learn and looking to deepen your experience in wealth management professi...