The Opportunity Workingclosely alongside a highly experienced Partner, this role is an exceptional opportunity for a driven and self-motivated person seeking a career in wealth management. You're not just looking for a job; you're seeking a career that challenges and fulfills you. With a keen eye for detail and a dedication to client service, you're ready to make a significant impact. You're prepared to work hard and have a natural ability to connect with others. Your high level of emotional intelligence and innate confidence will help you excel in this role. What You’ll Do Support a Partner and Advisor in delivering comprehensive wealth management services to a sophisticated High Net Worth (HNW) and Ultra High Net Worth (UHNW) client base. Assist with understanding clients’ financial goals, objectives and risk profiles and conduct financial modelling and portfolio construction. Prepare for and attend client meetings, take detailed notes, follow up action items, coordinate the creation of clients review materials. Contribute to the development and execution of investment strategies and recommendations. Provide administrative support, including managing asset transfers and client portfolio adjustments. You have 2 years’ experience, ideally in Professional or Financial Services. Demonstrated skills in navigating the advisory process, with the ability to effectively oversee and implement strategic advice and recommendations. A relevant degree in business, commerce, finance or accounting. Undertaking or agreement to undertake Graduate Diploma in Financial Planning or equivalent (Master of Finance or CFA would be highly regarded). Outstanding communication skills, self-awareness and the commitment to personal and professional growth. Advanced Word, Excel and PowerPoint skills. A genuine interest in wealth management concepts, investment markets and portfolio management. Culture & Benefits Joining Mutual Trust offers you the opportunity to enjoy: Supportive flexible work arrangements. Opportunity to purchase up to four weeks additional leave each year. Recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency). Professional training and development for staff of all levels. Yearly health and well-being allowance and ongoing activities. Work with industry experts in highly specialised roles. Employee assistance program that offers free counselling and support for you and your family. Annual performance payment (based on your performance and Firm-wide results). Paid community/volunteer days and an award-winning staff giving program. Reward and Recognition program. Ongoing staff entertainment. About Us Mutual Trust is a Multi-Family Office providing integrated wealth services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most. About Our Team Mutual Trust has over 250 staff, located across our offices in Adelaide, Melbourne, Sydney and Perth. Our team enjoys a fun and engaging culture. We have diverse roles and opportunities across wealth management, accounting, tax, family office, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and People and Culture professionals. How to Apply Please submit your application online with the following: A cover letter, and A detailed resume in Word format. If you would like more information on this role, please call David May on 0402 055 649. Only applicants with permanent residency or without visa restrictions will be considered. Reference number: 1300372 Profession:WealthAssociate Advisor Company: Mutual Trust Date posted: 28th Apr, 2026
