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Associate Adviser SmartMoney Wealth Management
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#813844
Remote / WFH
SMART MONEY WEALTH MANAGEMENT
Job Description
Join a Passionate Team Dedicated to Securing Financial Futures!
Are you ready to make a difference in the lives of hardworking Australians? Do you have a knack for simplifying complex financial strategies and helping clients achieve their dreams of financial security? If so, SmartMoney Wealth Management is looking for you!
About Us
SmartMoney Wealth Management is a leading provider of personalized, turnkey financial services tailored to individuals and families who work hard, save smart, and dream big. From strategic financial planning to tax minimization, we empower everyday Australians to achieve their financial goals while securing their family's future.
The Role
As an Associate Adviser, you will play a pivotal role in helping our clients navigate the complexities of wealth creation and management. Reporting directly to a Senior Adviser, you'll provide strategic support, build trusted client relationships, and contribute to the success of tailored financial strategies.
Key Responsibilities
Collaborate with Senior Advisers to prepare financial plans, incorporating investment, superannuation, and mortgage strategies.
Assist clients with understanding their current financial position and develop realistic goals for the future.
Deliver exceptional customer service by maintaining regular client communication and offering ongoing support.
Research and analyse financial products and market trends to identify solutions that align with clients' needs.
Ensure compliance with all financial advice regulations, including ASIC guidelines.
Contribute to workshops, webinars, and other client education initiatives.
What We Offer
Supportive Team Culture: Work alongside experienced financial planners, mortgage brokers, and property specialists.
Career Development: We invest in your growth through professional training and mentorship opportunities.
Rewarding Impact: Help clients pay off mortgages faster, minimize taxes, and achieve financial freedom.
Flexible Work Options: Balance your professional aspirations with your personal life.
Competitive Package: Attractive salary, performance bonuses, and benefits.
About You
Diploma of Financial Planning or relevant tertiary qualification (RG146 compliance is a plus).
Passion for helping people achieve their financial goals.
Strong analytical skills and attention to detail.
Excellent communication and relationship-building abilities.
A proactive mindset with a focus on delivering results.
Commitment to ethical practices and client-first financial advice.
Why Join SmartMoney?
At SmartMoney, we believe in the power of education and empowerment. Our mission is to debunk the myth that financial advice is only for the wealthy. We work with everyday Australians who want to take control of their finances and build a secure future.
If you’re ready to join a team that makes a real difference, apply now and take the first step in advancing your career with SmartMoney Wealth Management.
Employer questions
Your application will include the following questions:
Which of the following statements best describes your right to work in Australia?
Report this job advert
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Don’t provide your bank or credit card details when applying for jobs.
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Are you ready to make a difference in the lives of hardworking Australians? Do you have a knack for simplifying complex financial strategies and helping clients achieve their dreams of financial security? If so, SmartMoney Wealth Management is looking for you!
About Us
SmartMoney Wealth Management is a leading provider of personalized, turnkey financial services tailored to individuals and families who work hard, save smart, and dream big. From strategic financial planning to tax minimization, we empower everyday Australians to achieve their financial goals while securing their family's future.
The Role
As an Associate Adviser, you will play a pivotal role in helping our clients navigate the complexities of wealth creation and management. Reporting directly to a Senior Adviser, you'll provide strategic support, build trusted client relationships, and contribute to the success of tailored financial strategies.
Key Responsibilities
Collaborate with Senior Advisers to prepare financial plans, incorporating investment, superannuation, and mortgage strategies.
Assist clients with understanding their current financial position and develop realistic goals for the future.
Deliver exceptional customer service by maintaining regular client communication and offering ongoing support.
Research and analyse financial products and market trends to identify solutions that align with clients' needs.
Ensure compliance with all financial advice regulations, including ASIC guidelines.
Contribute to workshops, webinars, and other client education initiatives.
What We Offer
Supportive Team Culture: Work alongside experienced financial planners, mortgage brokers, and property specialists.
Career Development: We invest in your growth through professional training and mentorship opportunities.
Rewarding Impact: Help clients pay off mortgages faster, minimize taxes, and achieve financial freedom.
Flexible Work Options: Balance your professional aspirations with your personal life.
Competitive Package: Attractive salary, performance bonuses, and benefits.
About You
Diploma of Financial Planning or relevant tertiary qualification (RG146 compliance is a plus).
Passion for helping people achieve their financial goals.
Strong analytical skills and attention to detail.
Excellent communication and relationship-building abilities.
A proactive mindset with a focus on delivering results.
Commitment to ethical practices and client-first financial advice.
Why Join SmartMoney?
At SmartMoney, we believe in the power of education and empowerment. Our mission is to debunk the myth that financial advice is only for the wealthy. We work with everyday Australians who want to take control of their finances and build a secure future.
If you’re ready to join a team that makes a real difference, apply now and take the first step in advancing your career with SmartMoney Wealth Management.
Employer questions
Your application will include the following questions:
Which of the following statements best describes your right to work in Australia?
Report this job advert
Be careful
Don’t provide your bank or credit card details when applying for jobs.
Learn how to protect yourself
Featured jobs
