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Wealth Analyst - Strategic Advice | Perfect Graduate Opportunity!

As a Wealth Analyst supporting an Adviser, you will:

Liaise with and respond to client enquiries on behalf of the Strategic Wealth Adviser
Prepare draft correspondence for clients including Statement of Advice documents
Coordinate client information prior to client meetings
Accompany Strategic Wealth Adviser to client meetings
Assist in analysing benefits and considerations for various superannuation, retirement planning, tax and wealth building strategies
Build relationships with internal and external stakeholders

We're looking for recent grads with:

  • Great academic results in a Finance, Commerce, Actuarial or Economics related degree
  • An interest in the Australian economy and personal finance
  • A desire to liaise closely with clients
  • Excellent communication and presentation skills
  • Strong attention to detail and strong problem solving skills

Upon joining Dixon Advisory, you will enjoy:

  • Further education opportunities through a financially supported graduate study program
  • Ongoing internal training structured by industry leading professionals with one-on-one mentoring
  • Early access to direct client contact and potential for accelerated career progression
  • Young and vibrant culture
  • Enjoy the free breakfast bar each morning and take advantage of the annual fitness rebate so you can stay healthy and fit
  • Dixon Advisory sponsored social and sporting activities
  • Access to discounted financial services for you and your family

About Dixon Advisory

Dixon Advisory, as part of the Evans Dixon Group, is a holistic family wealth management firm. Our Strategic Wealth Advisers offer a range of flexible options and solutions to provide direction, clarity and confidence to your superannuation, retirement planning, tax and overall financial arrangements.

Apply now

Location Company Number of positions
Sydney Dixon Advisory 1
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One file only. 2 MB limit. Allowed types: pdf doc docx.