Associate Financial Adviser At Premier Private Wealth Firm …, Brisbane

About the role VISIS Private Wealth, one of Australia's leading privately owned wealth management firms, is seeking an outstanding candidate who has ambitions to become a highly successful Financial Adviser in the future. As an Associate Adviser, you will work with one of our Partners in their dedicated team to service an engaged client base of professional, executive and high net‑worth clients. Our holistic service and advice offering will give you significant exposure to financial strategies across facets of financial planning. In this role you will be mentored by a highly experienced financial adviser who has a track record in supporting financial advisers through their career and helping them to achieve their professional goals. What you’ll be doing
- Preparing holistic financial plans and advice presentations for new and existing clients
- Modelling financial scenarios through XTOOLS+
- Developing and assisting with ongoing management of bespoke client portfolios
- Collaborating with our experienced Private Client Adviser and Wealth Management Partner to develop tailored financial strategies for clients
- Contributing to the development of financial planning tools, templates, and resources
- Providing exceptional client service and building long‑lasting relationships with our clients What we’re looking for
- Current enrolment in a relevant financial planning qualification
- 2 years+ of experience in a financial planning or wealth management role
- Robust analytical and problem‑solving skills with the ability to interpret complex financial information
- Experience with XPLAN (incl. XTOOLS), Microsoft and other software
- Excellent communication and presentation skills
- A genuine passion for helping clients achieve their financial goals
- Focus on continued personal and career development
- Exceptional team player What we offer At VISIS Private Wealth, we are committed to providing our employees with a supportive, rewarding and fun work environment. We offer a competitive salary, opportunities for professional development and a range of other employment benefits. About us VISIS Private Wealth is a leading wealth management firm that has been helping individuals and families achieve their financial goals for the past 25 years. We are dedicated to providing personalised, holistic financial advice that empowers our clients to make informed decisions and secure their financial futures. Our team of experienced financial advisers is committed to delivering expert advice, exceptional service and building long‑term relationships with our clients. #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rv1h2