Associate (Brighton)

Build a career in wealth management with real client exposure from day one Morgans Financial Brighton is seeking a high-calibre graduate to join our team as an Associate , commencing in July 2026. This role has become available as a current Associate transitions into an Adviser position within the team — reflecting our focus on developing talent internally. You will join a high-performing, client-focused environment and work closely with experienced Advisers and Directors, gaining meaningful exposure to investment markets, client portfolios, and the advisory process. About the Role This is a broad, hands‑on role where you will support advisers across portfolio management, client service, and advice preparation — while steadily building your technical and commercial capability. Unlike many graduate roles, this position offers genuine insight into how advice is delivered and portfolios are managed in practice. About Morgans Financial Brighton Morgans Financial is Australia’s largest national full-service wealth management and stockbroking network, known for its client-first philosophy and long-term relationships . The Brighton office is a tight-knit, high-performing team that offers:
- Direct access to senior advisers and decision-makers
- A collaborative and supportive culture
- Strong focus on professional development and continuous improvement
- Active involvement in the local community and client network We value people who are thoughtful, driven, and committed to building a career in financial services. What you’ll be doing This role will evolve over time, but your core responsibilities will include:
- Supporting Advisers and Directors with client portfolio management and reporting
- Conducting market research and investment analysis
- Assisting in the preparation of client materials, including review packs and recommendations
- Supporting the preparation and implementation of Statements of Advice (SoAs)
- Managing client onboarding, administration, and compliance processes
- Developing knowledge across equities, ETFs, managed funds, and portfolio construction
- Assisting in maintaining a high standard of client service and communication Over time, you will be given the opportunity to take on increasing responsibility as your capability develops. Development & long-term prospect We take a long-term view in developing our team. This role offers:
- Direct mentorship from experienced Advisers and Directors
- Exposure to a broad range of clients and investment strategies
- Ongoing professional development and support towards industry qualifications
- A demonstrable track record of progressing Associates through their Professional Year and into advisory roles within the team , for those who demonstrate capability and commitment What we’re looking for We are looking for someone with strong underlying ability, curiosity, and the right mindset.
- A recent graduate (within 1–2 years) in Finance, Economics, Business, or related discipline
- Demonstrated interest in financial markets and investing
- Strong analytical skills and attention to detail
- Excellent organisational and time management skills
- Strong communication and interpersonal skills
- Proactive, team-oriented, and willing to learn
- Ability to manage multiple priorities in a professional environment
- Proficiency in Microsoft Excel and Office applications is expected. Who this role suits This role suits someone who:
- Is looking to build a career in wealth management or financial markets
- Wants exposure to real client work early in their career
- Values learning directly from experienced professionals
- Is prepared to contribute to a team and grow over time
- Australian or New Zealand citizen, or Permanent Resident #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rvy76