Work With Us
Associate Adviser
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
Why You’ll Thrive with Us
Learn from some of the industry’s best: Work closely with experienced financial advisers
Choose your own office and hours: Flexible working arrangements
We take culture seriously: Regular social events and team activities
Your personal development and growth is nurtured: Company sponsored formal study, industry conferences and professional memberships, including up to $15,000 in formal study contributions
Be rewarded for doing the right thing: Rewards and recognition program
Access to personal financial advice: Opportunity to seek advice on your personal circumstances from our team of financial advisers.
The Key Details
Who We Are
About Capital Partners
Capital Partners is an award-winning Financial Planning firm based in Perth. We are committed to uncomplicating your financial life by providing wealth solutions that are informed by life conversations. Our culture is defined by four simple words: Think, Do, Live, Play.
Think beyond self: We genuinely care for people and listen and act with heart. We believe in service above self and always go the extra mile.
Do the right thing: We do what we say, take responsibility, and are open, honest, and fair. We believe in having conversations that matter.
Live above the line: We have a growth mindset and commit to learning and growing ourselves and others. We always bring our best and look for better ways to do things.
Play as one team: We lean into challenges, speak up, participate, and collaborate. We play to our strengths and ask for help when we need it.
Career enquiries
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.