Senior Associate
Role Overview
This is a unique opportunity for an experienced adviser seeking more than employment. You’ll step into an advice role with immediate client allocation and a clear path to business ownership.
Key responsibilities:
- Manage allocated clients with full advice transition over 6–9 months
- Handle ongoing referrals from existing networks
- Deliver compliant, client-focused advice
- Contribute to business growth and strategy
- Collaborate with internal support and advice teams
- Authorised under an AFSL
- Proven client engagement and advice delivery
- Strong business acumen and growth mindset
- Desire to move beyond a salaried role
- Ability to contribute to a growing advice business
- Immediate client base
- No capital required for ownership pathway
- Long-term equity opportunity
- Supportive team and strong internal processes
- CBD location with flexible working options
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
