Associate Adviser
Location: Essendon, VIC | Full-Time - Hybrid Work Model
Passionate about transforming lives with financial advice? Ready to level up your career?
At Thriving Wealth, we believe true financial freedom starts with behaviours, habits, and mindsets. Our mission is to empower clients to build not just wealth, but lives aligned with their values and purpose.
Led by one of Australia’s leading financial advisers, our multi-award-winning team combines technical excellence with behavioural coaching to create meaningful, lasting change. If you are an ambitious professional eager to complete your Professional Year and step into a Financial Adviser role, we want you on our team.
Why Join Thriving Wealth?
Behavioural Focus: Help clients change habits for lasting financial and personal success.
Multi-Award-Winning Leadership: Work with a team recognised as one of Australia’s top financial advice firms.
Professional Development: Complete your Professional Year with structured training, mentorship, and real-world experience.
Holistic Impact: Align clients’ financial goals with their values to help them live a life they are proud of.
Collaborative Culture: Join a supportive, purpose-driven team committed to making a genuine difference.
Your Role
Empowering Clients
Identify behaviours and habits holding clients back.
Use coaching techniques to guide clients toward practical steps that align with their values.
Help clients overcome common financial challenges, from emotional spending to fear of action.
Work alongside advisers to build clients’ confidence and lasting financial skills.
Advisory Support
Assist advisers with Statements of Advice (SOAs) and Records of Advice (ROAs).
Conduct research to develop tailored financial strategies addressing both technical and behavioural needs.
Attend client meetings, take notes, and ensure action items are completed.
Coordinate implementation of holistic financial plans, including cash flow, debt, investments, superannuation, and insurance strategies.
Professional Year Development
Receive structured support to meet ASIC supervision and competency standards.
Gain exposure to real-world client scenarios to develop advisory skills.
Work closely with mentors to fast-track your journey to becoming a fully qualified Financial Adviser within 12-18 months.
Compliance and Standards
Ensure all advice meets regulatory and compliance requirements.
Maintain accurate client records and regularly review portfolios.
Stay informed about financial strategies and regulatory changes to improve client outcomes.
Who We’re Looking For
Client-Centric: You care about helping clients achieve financial and personal success.
Strong Communicator: You explain complex ideas simply and build trust with clients and colleagues.
Ethical and Professional: Integrity guides everything you do.
Growth-Oriented: You want to become a Financial Adviser in 12-18 months.
Organised and Proactive: You manage tasks, meet deadlines, and stay ahead of responsibilities.
Qualifications & Expertise
Approved Financial Planning Degree (or working toward completion).
Minimum of 2 years’ experience in financial planning.
Desire to complete your Professional Year and the FASEA (ASIC Financial Adviser) Exam.
Experience with financial planning software, especially XPLAN, is strongly preferred.
Passion for behavioural finance and helping clients take control of their financial future.
What You’ll Gain
Complete your Professional Year with structured training, mentorship, and practical experience.
Fast-track your career to become a fully qualified Financial Adviser.
Make a real impact in clients’ lives through behavioural coaching and personalised financial advice.
Enjoy a flexible hybrid work model that supports professional and personal goals.
Join a nationally recognised practice celebrated for leadership, innovation, and impact.
Success in This Role
Help clients make lasting behavioural changes that lead to financial success and personal fulfilment.
Complete your Professional Year and transition to a Financial Adviser role by 2026.
Contribute to Thriving Wealth’s mission of transforming the way Australians think about and manage money.
Before You Apply
To help us understand your skills, personality, and fit with our team, please have the following ready before starting your application:
Resume – Up-to-date and highlighting relevant experience.
Personality & DISC Assessments – You’ll be asked to complete both as part of the application. Links will be provided in the Typeform.
Video Introduction – A short 1–2 minute video telling us who you are, what excites you about this role, and why you’d be a great fit. Upload to a cloud service and share the link.
Answers to Additional Questions – Some short-answer questions about your experience, values, and motivations.
Completing these steps takes around 50–60 minutes, so please only apply if you’re ready to invest that time.
How to Apply
If you are ready to join a team that values your growth and empowers you to make a real difference:
📧 Join Thriving Wealth, where financial advice meets life transformation. Together, we create lasting change, one client at a time.
