You’ve done the hard yards. You’ve completed your Professional Year, you’ve earned your stripes, and now you’re looking for the place where you can truly build your career — not just your next job.
At Boutique Advisers Private Wealth, we’re not looking to fill a seat. We’re looking for the next adviser who will one day take on their own clients and help them make Confident Life Decisions about their Wealth.
The opportunity
This is a genuine career pathway role. You’ll start by working closely alongside our Private Wealth Advisers — learning the Boutique way, mastering our client journey, and contributing to meetings, strategy and advice delivery. Once you’ve embedded our processes and built confidence in our approach, you’ll begin transitioning clients across to manage in your own right.
It’s the kind of progression most firms talk about but few actually deliver. We’ve done it before, and we’re ready to do it again with the right person.
A day in the life
- Partnering with our Private Wealth Advisers to deliver exceptional advice
- Attending and actively contributing in client meetings — discovery, strategy, review
- Preparing file notes, strategy options and modelling in XPLAN
- Supporting new client onboarding and the full advice journey
- Building the client relationships that will one day be yours to lead
What you’ll bring
- Completed Professional Year (essential)
- Relevant degree and FASEA/education requirements met
- Strong XPLAN skills, including XTools+ modelling and multi-entity work
- Confidence presenting and contributing in client meetings
- Sharp strategy thinking — you can spot the opportunity and articulate the “why”
- Excellent written communication, particularly file notes and advice documentation
- A genuine team-first mindset — we win together here
Why Boutique?
We were named the FAAA National Professional Practice of the Year in 2023 & 2025 — and we think the reason is simple: we do things a little differently, and we do them well.
Client first, always — Our personalised client journey helps people understand their goals, purpose and legacy, then we build the advice around what truly matters to them.
A team that lifts each other up — Ongoing strategy sessions, quarterly business updates, half-yearly development planning days, and a culture where shared knowledge is the norm, not the exception.
Real career progression — A defined pathway from Associate Adviser to managing your own clients. No vague promises — an actual plan.
Skin in the game — We’re an employee-owned firm with no plans to change this.
A workplace you’ll actually enjoy — A supportive culture, an active social club, and Friday afternoon table tennis battles in the breakout area (warning: it gets competitive).
Ready to find a home, not just a house?
If you’ve completed your PY and you’re looking for a firm that will invest in you for the long term — we’d love to hear from you.