Rising Tide Financial is a holistic financial planning firm based in Melbourne. We spend one day in the office (in Melbourne CBD) per week; the rest is either WFH or from a hub closer to your home.

What are our points of difference from the next mob you’ve been chatting to?

• We work with clients most other businesses don’t – over 85% of our clients are below the age of 54
• 100% of our client meetings are online, enabling us to use AI to reduce the compliance burden regarding meeting file notes.
• We have a history of success – we’ve been around since 2005 & have had multiple
  – 2 x FAAA Adviser of the Year finalists
  – Former FAAA Practice of the Year finalist
  – 3 x FAAA Rising star award winners (& multiple other finalists’)
  – Multiple FS Power 50 advisers

• All of our business owners are under 40 years old (just), and two started in admin and have gone on to be owners!
• We have strong evidence-based advice philosophies.
• Mortgage broking & lending is in our DNA (we have brokers in-house)
• Over 550 5-star Google reviews

Rising Tide is well-known within the industry. We have consistently walked a path different from most other businesses. We’ve been dealing with ‘younger’ clients since the beginning, so we get it.

Not only will you be working alongside an industry-leading adviser in Rebecca Pritchard, but your mentors will also include Matt Hale & Sam Jewell (who have close to 30 years of advice experience between them)

As an associate financial planner, you will play a crucial role in our team by consistently engaging with clients, ensuring compliance, and contributing to the firm’s overall success.

This position demands a thoughtful, steady individual who values preparation, efficiency, and accuracy. The successful candidate will thrive in a team-oriented environment, prioritizing the team’s collective interests over personal gratification. You will also be the go-to person for creating annual review documents and strategies after chatting with clients.

• Competitive base salary, bonuses, and potential equity in the medium term.
• We have onboarded > 60 new client groups in each of the last three years, so you will learn how to engage with new clients!
• Work with experienced advisers who value collaboration and learning from each other.
• Amazing clients—we primarily work with high-income couples, families with kids still at home, and women coming out the other side of a separation.
• We’re a group of genuinely good people who take our work seriously but have fun. We support each other, celebrate wins, and grow together.

You’re not just looking for a job; you’re looking for a place to make a real impact and that you can make your forever work home. Here’s what we’re looking for:

• Experience: Fresh out of university or an Associate with strong technical skills (XPLAN experience will get a big tick!)
• Autonomy: Ability to work independently and manage a busy workload
• Attention to detail: Precision and care in your work
• Team spirit: A collaborative team player who thrives in a fast-growing, fun environment
• Determination and persistence to focus on tasks over extended periods.
• Analytical approach to problem-solving, with a keen attention to detail.
• Excellent listening skills, demonstrating an understanding of client needs.
• Effective communication skills, capable of explaining ideas and viewpoints succinctly.

Still reading? If you think you could be the right person – click the link below & have a crack at our online interview! https://vocalvideo.com/c/rising-tide-associate-search