Associate Adviser – Erina
Job Summary
- 5 years financial planning support experience
- studying to become a financial adviser
- Ability to build relationships & mature work ethic.
- Attention to detail.
- Ability to problem solve & use of initiative.
- Effective time management.
- A genuinely supportive human culture where people come first
- Direct exposure and mentorship from an industryleading Advisers
- Clear development pathways to become a financial adviser
- Employee ownership that gives you a real stake in the business
- Professional development mentoring and study support
- True Flexibility
- The chance to be part of a growing highperforming advisory firm
Altus Financial is a peoplecentered advisory firm helping individuals families and business owners make confident financial decisions. For more than 30 years weve partnered with highnetwealth individuals and families who rely on us for clarity protection and longterm financial confidence. Our team is the reason clients stay with us for life.
Were an employeeowned business which means your contribution genuinely shapes our future. Youll join a collaborative ambitious and downtoearth culture where development is part of everyday work not an afterthought.
What this role is all about
The Associate Adviser supports the advisers in the provision of advice and ongoing services to new and existing clients on a portfolio of HNW clients.
Wed love to connect. Apply with your résumé or reach out for a confidential conversation.
P&
Required Experience:
IC