NAB

As a Wealth Associate, you'll join a team of experienced Wealth Advisers and gain firsthand exposure to wealth management, investments and financial advice. Supporting successful individuals, families, executives and for-purpose organisations, you'll develop valuable industry knowledge while building the foundations for a long-term career in wealth management.

You'll build your career by:

• Learning the foundations of wealth management while working alongside experienced advisers.
• Supporting client reviews, portfolio administration and investment-related activities.
• Building meaningful relationships with clients and colleagues through proactive communication and exceptional service.
• Gaining firsthand exposure to investment markets, portfolio construction and financial advice processes.
• Accelerating your development through hands-on coaching, mentorship and exposure to experienced wealth management professionals.

You'll thrive in this role if you have:

• A recently completed or soon-to-be completed degree in Finance, Economics, Commerce, Accounting, Financial Planning or a related discipline.
• A genuine interest in wealth management, investments and financial markets, with a desire to build a long-term career in the industry.
• Strong communication and interpersonal skills, with the ability to build relationships and deliver great client experiences.
• High attention to detail and strong organisational skills.
• A proactive mindset, willingness to learn and the initiative to take ownership of your development.
• Proficiency in Microsoft Office, particularly Excel and Word.

A diverse and inclusive workplace works better for everyone 

We know that when our colleagues feel valued and celebrated for who they are, our customers experience banking that’s fairer, more accessible, and designed with who they are in mind. That’s why we’ve built a culture of inclusion and respect, where colleague voices are heard and valued, and everyone is supported to bring their authentic selves to work. 

For details on the recruitment process, and accessibility, or alternate methods to apply for this role, please visit https://www.nab.com.au/about-us/careers/apply-for-job. To discuss adjustment requirements, please contact the NAB Careers team via nab.careers@nab.com.au (please reference job number) or visit our Careers page through the link above for other contact options. 

Join JBWere

At JBWere, we’re committed to supporting our colleagues with a comprehensive range of benefits designed to help you thrive both professionally and personally, including enhanced leave options, wellbeing support, access to NAB Perks, and ongoing career development opportunities.  If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.