Job Title

Add expected salary to your profile for insightsAre you looking for an opportunity to drive your career forward?Providence Wealth Advisory Group is a privately owned and operated investment advisory group, that has been providing bespoke investment services to clients since 2000. Servicing valued clients nationally, we have offices in Sydney, Melbourne, and Adelaide. We provide comprehensive wealth management to high-net-worth individuals and their families and non-profit organizations.Providence Wealth is currently looking for an Associate Advisor team member. This position plays an important role in the advisory and business development team,assisting in providing excellent client service and being involved in preparing quality pitches for new business. This role will work closely with the Executive and Associate Advisers, giving them the access and opportunity to learn from highly experienced advisory and sales executives, including the CEO, CIO and Head of Business Development, whilst working in a collegiate group.Your key responsibilities will include:Contributing to the preparation of slide decks & documentation for prospect clientsPreparing quarterly review documentationMaintaining client records and internal platforms to ensure they are correctContributing to portfolio rebalancing and the implementation of plansAssisting with new client onboardingAttending and engaging at client functionsContributing to the timely preparation of reports and process improvements initiativesAssisting with business development projectsLiaising with clients and stakeholders as requiredAbout youTo be successful in this position you will possess:a bachelors degree (Finance/Economics/Commerce/Marketing knowledge helpful but not essential)proficient knowledge of Microsoft Office suitestrongorganisationandtime managementskills, with a proven eye for detaila demonstrated ability to always put the client front of mindsound written and verbalcommunication skillsan ability towork autonomously whilst contributing to the team within a friendly, open plan environmenta positive''can do'' attitudeand a willingness to go the extra mileWhats on offerWe provide a wide range of benefits to support our staff including:Ongoing mentoring and coaching from experienced team membersStudy support we will pay for you to complete your Graduate Diploma of Financial PlanningAccess to hybrid work arrangementsCompetitive salary packageSo, if you are keen to join an established firm that is team orientated and values its people, we want to hear from you! Please submit a cover letter and your resume via Seek.How do your skills match this job?How do your skills match this job?Sign in and update your profile to get insights.Your application will include the following questions:Which of the following statements best describes your right to work in Australia? What''s your expected annual base salary?To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.Featured jobsSydney NSW12d agoFinancial Adviser AssistantHarris Waterhouse Wealth9d ago #J-18808-Ljbffr