Zone Financial is a well established, boutique, self-licensed advisory firm. We are a team of dedicated professionals who genuinely love what we do.  We provide strategic, fee-only advice to high-net-worth families, senior executives, and business owners.

We’re known for our integrity, precision, and genuine care for our clients. We operate a high value rather than high volume model with a relentless commitment to providing meaningful value to our clients. With sustained growth driven by referrals, we’re expanding our team and looking for an exceptional Associate Adviser to join us.

This is a career-defining opportunity for someone eager to learn under expert mentorship, partner with sophisticated clients, and build a successful long-term future in a firm that values professionalism, impact, and meaningful relationships.  

We are looking for an outstanding communicator and a natural relationship builder - a team player who is motivated by growth and excellence.

Whether you’re ready to begin your Professional Year or have recently completed your PY and AR registration, we’d love to connect.

What you'll be doing;

• Prepare for, attend and contribute to client meetings and strategy sessions
• Collaborate on bespoke financial strategies
• Engage in complex advice areas - investments, SMSFs, trusts, tax planning, retirement, and intergenerational wealth
• Conduct investment analysis and support portfolio construction
• Partner with paraplanning, client service teams, and external professionals
• Deliver exceptional service and thoughtful solutions for clients

• Defined pathway to becoming a Financial Adviser   
• Competitive salary package and transparent progression
• Extensive training, development and mentorship
• Meaningful work that delivers genuine impact
• Supportive, collaborative and professional team culture
• Agile structure that keeps us client focussed
• Highest standard of advice and ethics 
• We value long term relationships - with our clients and our team
• Hybrid flexibility + convenient St Leonards location

• A genuine passion for building a meaningful career in financial advice
• High emotional intelligence, professionalism and a good sense of humour
• Proactive, curious, and eager to learn and evolve
• A drive to support clients, collaborate with colleagues, and achieve team success
• Bachelor’s degree in Commerce, Economics, Finance or similar (approved degree preferred)
• 2+ years in financial advice, accounting, or technical roles
• Professional Year completed or in progress (preferred)