Worth With Us
Full-Time or Part-Time • Reporting to Wealth Advisers
The Associate Adviser is responsible for ensuring our clients’ affairs are proactively planned and managed to optimise their financial position. Associate Advisers are part of a Diamond team (i.e. 2 Wealth Advisers, 2 Associate Advisers and a Client Service Associate). They work closely with select Wealth Advisers to manage the advice delivery process from end to end, including client relationships, technical capability and delivery by the team. The Associate Adviser will have an excellent working knowledge of each client’s financial affairs to collaborate with clients and their professional advisers to create value.
A CAREER WITH US
Being part of our team, and our greater community means that we come together to achieve more than what we could alone. We are a genuine team, with a focus on collaboration, growth, and support. We live our values, we push our abilities, and we don’t walk our paths alone.
Capital Partners wants to build and foster wisdom in our team through courageous curiosity, unique abilities, and creating a purposeful abundance for our people.
We are always seeking motivated people looking to achieve their individual career goals on their pathway to true prosperity. Even if your ideal role isn’t listed, please still message us to start what could be a lifechanging conversation.