Associate Adviser
Do work that matters. Join a high-performing, supportive team, grow fast, and help deliver Australia’s most personalised financial advice experience.
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Do work that matters. Grow into the best you. Be part of something.
🎓 Grow and develop faster than ever
🚀 Transparent leadership
🤝 A team that's aligned, who love working together
🧠 Learn from some of the best advisers in Australia
🌏 Trust and autonomy - to integrate work into your life
🧪 A culture of innovation and experimentation
💡 Empowered to share ideas and make the boat go faster
💙 Australia's most personalised CX – built on values, intentions, and financial well-being
Check out the Verse Culture video: https://vimeo.com/1076254539
The Role
At Verse , we help people live the life they want — and that starts with advice that’s deeply personal, and impactful. As an Associate Adviser, you’ll play a critical role in delivering that promise.
You’ll be front-and-centre in the client experience:
- Developing advice that transforms lives
- Joining meetings and contributing meaningfully
- Building close relationships with clients
- Liaising with paraplanning to prepare advice documents (PS: we revolutionised the SoA in 2022)
- Preparing modelling and taking the client through it, so they know if they’re on track
- Collaborate with partners across property, accounting and mortgage broking
- Conduct ‘Intro Chats’ with prospects to prepare them for advice
Why Verse?
We’re not like other advice firms — and we’re proud of it.
We work with values-aligned clients who value that exceeds the traditional advice experience. There are no cold leads. No compromises. Just great people, great conversations, and the chance to make a genuine difference.
You’ll love this role if you want to…
✅ Join a culture that values transparency, connection, selflessness, and growth
✅ Work with people in their 30s to 60s — mostly professionals, pre-retirees, and business owners
✅ Fast-track your development
✅ Help reimagine what financial advice can feel like
✅ Be in a business that's growing (40%+ revenue growth YoY for 5 years)
Who You Are
You might be an experienced associate, a paraplanner ready to level up, or a young adviser wanting to get into a better environment. Either way, you’re…
- An excellent communicator who builds trust with ease
- Strong technical and financial knowledge (or hungry to become so)
- Emotionally intelligent and self-motivated
- A selfless team player (we don't do big egos)
- Has a growth mindset
- Hard-working (there's no slow periods)
- FASEA-qualified, or close to it
What’s On Offer
👊 A team that challenges, supports and grows together
🎒 Hybrid work, with a beautiful CBD office
💵 Salary tailored to experience, with growth to reflect results
📚 L&D support to get you Adviser-ready
Interested?
We'll review your responses and be in touch to let you know whether we'd like to arrange a 1st interview.
This role will close as soon as the right person comes along.
- Department
- Associate Advisers
- Role
- Associate Advisers
- Locations
- Melbourne
- Remote status
- Hybrid
Already working at Verse Wealth?
Let’s recruit together and find your next colleague.