Associate Adviser

Hewison Private Wealth is an award-winning, independent financial advice and wealth management firm based in Melbourne. As a purpose led organisation and a premium brand in our industry, we are dedicated to delivering excellence for our clients.

Position Overview

We are currently seeking a motivated Associate Adviser to support our team of experienced Advisers in delivering exceptional financial planning and investment services to our clients. This is an excellent opportunity for someone with a passion for financial planning and a client-centric mindset looking to further develop their career in wealth management.

As an Associate Adviser, you will play a vital role in supporting Advisers with the full scope of financial planning and investment activities. From client meeting preparation, executing investment strategies and producing high-quality documentation, your contribution will ensure our clients continue to receive trusted, personalised advice and service.

This role is suited to someone who is highly proactive and thrives in a collaborative and fast-paced environment. If you're detail-focused, eager to learn and looking to deepen your experience in wealth management profession, we want to hear from you.

Position Requirements

To be successful in this position, you will need:

• At least 1 - 2 years of experience in a Client Service or Associate Adviser (or similar) position within a financial planning organisation;
• A relevant degree in Financial Planning, Commerce, Economics, or similar;
• Strong financial and analytical skills;
• Proficiency in Microsoft Office (Excel, Outlook, Word, PowerPoint);
• High attention to detail and strong organisational skills;
• Excellent written and verbal communication;
• A client-first mindset and the ability to work collaboratively in a team.

What is in it for you

We’re proud of the environment we’ve created – one where our people feel supported, valued and inspired to do their best work. From a strong team culture to great benefits and opportunities for growth, here are some reasons to want to join our team:

• A culture where you’ll thrive: Our culture is one of our greatest strengths. You’ll join a team that genuinely lives its values – Fun, Family, Empowerment, and Excellence. We celebrate wins, support each other, and show up with pride and purpose.
• A well-connected location that supports your active lifestyle: Based on St Kilda Road (Melbourne), with modern office facilities and end-of-trip amenities so you can walk, jog or ride to work with ease.
• Various benefits and leave entitlements: Salary continuance insurance, monthly massages, gym subsidies, corporate volunteering opportunities and various leave options.
• Commitment to professional growth: Access to learning opportunities to support career development and continuous learning.

How to apply

To apply, applications should include a current CV with a cover letter that highlights how your qualifications, skills, and experience align with the role and how you’d contribute to Hewison Private Wealth’s culture. Applications without a cover letter will not be considered.

For further information about this position or the recruitment process, please contact Erin Parker (Head of People & Culture) via Sign in to view email.

Applications close: Sunday, 15 November 2026

We encourage early applications as interviews may commence before the closing date.