Atlas Wealth Management is Australia’s leading specialist in financial advice for Australian expats, with over a decade-long track record of excellence and growth. As a self-licensed firm, we set our own standards, and they’re high.

 We are seeking a career-minded Associate Adviser to join our Gold Coast office. This is a rare opportunity to work closely with highly experienced Financial Advisers in a high-performing, detail-driven team.

You’ll be part of a firm that prioritises accuracy, professionalism, and accountability.

What You’ll Be Doing

• Working closely with one of our Specialist Financial Advisers, you will be in charge of managing client relationships, implementing advice, preparing meetings, and following up on workflows.

• Prepare technical strategies, product comparisons and modelling using XPLAN.

• Draft and review SOAs and ROAs in collaboration with internal Paraplanners.

• Attend client meetings with your Lead Adviser, take comprehensive notes, and follow through on advice implementation.

• Maintain accurate and compliant client records.

• Use Otter, Microsoft Copilot, and other tools to summarise meeting outcomes and draft advice

• Conduct research and engage with product providers to ensure timely, effective advice delivery.

• Monitor workflow and manage client tasks through Worksorted.

• Deliver a seamless, compliant, and polished client experience every time.

What We’re Looking For

• Minimum 3 years’ experience in a financial planning, paraplanning, or associate role.

• Completed or nearing completion towards a FASEA Approved qualification.

• Strong technical grounding in super, retirement planning, investments, and insurance.

• Familiarity with XPLAN, Worksorted, and Microsoft 365 desirable.

• Strong written communication and attention to detail.

• A proactive mindset, you anticipate, not just react.

• High personal accountability and a genuine desire to develop into an Adviser.

What You’ll Get

• A structured Pathway to Financial Adviser (including a formal PY Program with real supervision and support).

• One WFH day per week (after settling-in period).

• Career-long mentoring from senior team members.

• Access to premium training tools (CPD tracking, live webinars, technical coaching).

• Exposure to complex financial scenarios and high-net-worth expat clients.

• An elite, close-knit team culture built on excellence, precision, and growth.

• Salary commensurate with experience and potential.

This Is for You If:

• You want to build a real career.

• You want exposure to expat financial planning and cross-border strategies.

• You want to earn your stripes in an environment that values professionalism and depth.

• You’re confident under pressure, thrive on feedback, and believe in delivering quality client outcomes.

Apply Now

Please submit your resume and a brief cover letter outlining your experience and interest in the Associate Adviser role at Atlas Wealth Management. Applications from candidates who meet the above criteria and are eligible to work in Australia will be prioritised.