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MW Wealth Management
Richmond, Melbourne VIC, Victoria, Australia
(on-site)
Posted
13 days ago
MW Wealth Management
Richmond, Melbourne VIC, Victoria, Australia
(on-site)
Job Function
Financial Planner
Financial Planning
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Financial Planning
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Financial Adviser | Melbourne | Step Into a Warm Book & Grow With ItMW Group isn't a factory. We're a boutique wealth firm built around a clear advice philosophy, a tight operating rhythm, and a genuine belief that the right system lets great advisers do their best work.We're growing — and we're looking for an experienced Financial Adviser who wants more than just a desk and a book of clients.🏗️ What makes us differentMost firms talk about support. We've built it.An operating rhythm designed around your growth — not just CPD compliance. We run targeted internal training, coaching, and shared learning sessions focused on what actually moves the needle: organic growth, deeper client relationships, and sharper advice outcomes. You'll get better here.A clear advice philosophy — not a loosely interpreted licensee guide. Our advisers work within a well-defined framework that makes decisions cleaner, files stronger, and client conversations more confident.An advice system built to deliver more value — from paraplanning through to SOA delivery, our processes are designed so you're spending your time where it counts. A 20+ person team of experienced paraplanners and client service staff have your back.Remuneration that rewards growth, not tenure — our REM structure is genuinely aligned to your performance. As you grow your book and deepen client outcomes, your earnings grow with it. No arbitrary caps, no waiting your turn. If you're producing, you're rewarded — transparently and proportionally.A warm book of loyal clients — high-trust, long-term relationships ready to be deepened, not just maintained.💰 The Role$110,000 $160,000 + super + performance bonus (commensurate with experience)REM structure aligned to growth — your upside scales with your resultsHybrid working arrangementsDirect input into advice strategy and business directionReferral network already producing📋 What you'll be doingDelivering holistic advice across super, retirement, investments, insurance, and estate planningManaging and growing an existingng client base with room to expandBuilding referral partner relationships and converting opportunitiesContributing to process improvement — we want your ideas, not just your complianceMaintaining high advice quality and full regulatory standards (always)✅ What we're looking forSee below for a possible PY/associate admission.FASEA-approved degree (or equivalent) + ASIC AR statusMinimum 2 years' experience advising in AustraliaA relationship-first approach — clients remember how you make them feelCommercial awareness without losing the client-first lensSomeone who wants to grow, not just process🌱 Associate Adviser on your Professional Year?If you're currently working as an Associate Adviser, completing your PY, and you genuinely believe you're ready to step up — we want to hear from you. We know talent doesn't always wait for the calendar. If you've got the hunger, the relationship skills, and the commercial instinct, we're open to the conversation.👊 Why now?If you've been in a firm where training means sitting through a webinar and "support" means a shared inbox — this is a different environment. MW Group has invested in the infrastructure, the philosophy, and the people to back a great adviser properly.Come in with ambition. We'll give you the room to use it.Apply now or reach out directly to start a confidential conversatio
Job ID: 86123647
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