Associate Adviser
Location: Essendon, VIC | Full-Time | Hybrid Work Model | Start Date: February 2025
Are you passionate about transforming lives through financial advice and ready to take the next step in your career?
At Thriving Wealth, we believe that true financial freedom starts with changing behaviours, habits, and mindsets. Our mission is to empower our clients to build not just wealth, but lives aligned with their values and purpose.
Led by one of Australia’s leading financial advisers and a multi-award-winning practice, Thriving Wealth is a leader in combining technical excellence with behavioural coaching to help clients achieve meaningful, lasting change. If you’re an ambitious professional eager to complete your Professional Year and step into a Financial Adviser role, we’d love to have you join our team.
Why Join Thriving Wealth?
At Thriving Wealth, we don’t just give advice—we work with clients to change the way they approach their finances and their lives.
What Makes Us Unique?
Behavioural Focus: We help clients change their habits and behaviours, ensuring lasting financial and personal success.
Award-Winning Leadership: Join a team that has been recognised as one of the leading financial advice firms in Australia.
Professional Development: We are committed to helping you complete your Professional Year Obligations and transition seamlessly into a Financial Adviser role.
Holistic Impact: We’re not just about numbers. We help clients align their financial goals with their values, so they can live a life they’re proud of.
Collaborative Culture: Be part of a supportive team that values innovation, purpose, and a shared commitment to making a difference.uine difference.
What You’ll Be Doing
Empowering Clients to Change
Help clients identify the behaviours and habits holding them back from achieving their financial goals.
Use coaching techniques to guide clients through practical steps that align their finances with their values.
Support clients in overcoming common financial challenges, such as emotional spending or fear of taking action, with simple, actionable advice.
Work alongside experienced advisers to ensure clients not only build wealth but also develop lasting skills and confidence in managing their finances.
Advisory Support
Collaborate with advisers to prepare personalised financial advice documents, including Statements of Advice (SOAs) and Records of Advice (ROAs).
Conduct detailed research to develop tailored financial strategies that address both technical requirements and behavioural needs.
Attend client meetings to provide support, take notes, and ensure action items are completed.
Coordinate the implementation of financial plans, including investments, superannuation, and insurance arrangements.
Professional Year Development
Receive structured support to complete your Professional Year (PY), including guidance on technical, client-facing, and ethical requirements.
Work closely with our advisers to meet the supervision and competency standards outlined by the ASIC.
Gain exposure to real-world client scenarios and practical experience to develop the skills needed for an advisory role.
Compliance and Professional Standards
Ensure all advice meets compliance requirements and adheres to industry standards.
Manage and maintain accurate client records, ensuring portfolios are regularly reviewed and updated as needed.
Stay informed about regulatory changes and new financial strategies to continually improve client outcomes.
Career Development
Receive hands-on mentorship and support from award-winning advisers to fast-track your journey to becoming a fully qualified Financial Adviser within 12-18 months.
Gain expertise in both technical financial planning and the art of helping clients make meaningful, lasting changes in their financial habits..
What We’re Looking For
Skills and Attributes
Client-Centric Focus: You genuinely care about helping clients make positive changes to achieve financial and personal success.
Strong Communicator: You’re able to explain complex ideas simply and build trust with clients and colleagues.
Ethical and Professional: Integrity and high standards of conduct guide everything you do.
Growth-Oriented: You’re eager to learn, develop, and become a Financial Adviser within the next 12-18 months.
Organised and Proactive: You excel at managing tasks, meeting deadlines, and staying ahead of responsibilities.
Qualifications
Approved Financial Planning Degree (or working toward completion).
A desire to complete your Professional Year and the FASEA (ASIC Financial Adviser) Exam.
Familiarity with financial planning software, such as XPLAN, is a plus.
A passion for behavioural finance and empowering clients to take control of their financial future.
What You’ll Gain
Professional Year Support: Complete your Professional Year obligations with structured training, mentorship, and practical experience in all competency areas.
Career Advancement: Fast-track your journey to becoming a fully qualified Financial Adviser with hands-on mentorship and guidance.
Impactful Work: Be part of a team that focuses on creating real change in clients’ lives through behavioural coaching and personalised financial advice.
Flexible Work Environment: Enjoy a hybrid model that supports both your professional and personal goals.
Recognition and Growth: Join a practice that is nationally recognised for its leadership, innovation, and impact.l advice in Australia.
What Success Looks Like in This Role
You’ll help clients make lasting behavioural changes that lead to financial success and personal fulfilment.
You’ll successfully complete your Professional Year and transition into a Financial Adviser role by 2026.
You’ll contribute to Thriving Wealth’s mission of transforming the way Australians think about and manage their money.
How to Apply?
If you’re ready to join a firm that values your growth and empowers you to make a real difference, we want to hear from you!from you!
📧 Apply now to begin your journey with Thriving Wealth in February 2025.
Join Thriving Wealth, where financial advice meets life transformation. Together, let’s create lasting change—one client at a time. 🌟