_{10th June, 2025}

Are you ready to leave behind the fast-paced retail advice world and find a more meaningful role? We're looking for a Wealth Adviser who wants to work in a less stressful environment while making a real impact in people's lives.

In this role, you'll manage investment strategies for our fiduciary clients, making sure they align with legal and ethical responsibilities. Most of your work will focus on clients in the Health and Personal Injury sector, helping them navigate their financial futures with care. You’ll work closely with our Client Relationship Managers to deliver thoughtful, end-to-end support.

If you’re passionate about investing, love collaborating with others, and take pride in delivering great service, we’d love to hear from you.
  
Key Responsibilities

• Review client portfolios to ensure they meet “Prudent Person” principles.
• Analyse portfolios and review strategies.
• Prepare an Investment Report.
• Work alongside Client Relationship Managers to provide investment advice and support to clients.
• Make sure all investment activities follow relevant laws, regulations, and internal policies.

What You’ll Need to Succeed

• FASEA approved qualifications.
• Experience in financial advice or investment management.
• A solid understanding of trust law and fiduciary duties.
• Knowledge across key financial planning areas like superannuation, aged care, SMSFs, and investments.
• Awareness of macroeconomic trends and how they affect markets.
• Strong financial modelling and advanced Excel skills.
• Empathy and care when working with clients affected by personal injury.
• Great communication skills—you can explain complex ideas in simple terms.
• Confidence to make sound, independent decisions when needed.

What we offer:

• A warm, open, and supportive culture.
• An attractive remuneration package, including reward and recognition programs.
• An employee wellness program, including discounted health insurance and an employee assistance program.
• A workplace volunteering and giving program to enable you to help others in the community.
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2024.
• Discounted tax and estate planning services.
• 16 weeks paid parental leave for the primary carer.
• Great central CBD location, Modern office fit-out and end-of-trip facilities.
• Flexible/Hybrid working environment.

  
About Us – Trusted Since 1888
  
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.
  
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
  
Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

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