Associate - Wealth Management

Do things you love with people you care about and good things happen

BlueRock was created to be different to other firms – a disruptor by nature, and a multidisciplinary firm that is changing the way people and clients view professional services. From day one, that has been a central element that has attracted both clients and people to it. That difference, together with the entrepreneurial drive provided by its founder, Peter Lalor, has enabled BlueRock to grow incredibly quickly.

We love what we do, and we understand how to attract and retain the best talent and clients. From a disruptive startup, BlueRock has grown quickly to become a national business, recognized on Top 100 lists and as a ‘Best Place to Work’ company for many years.

Joining our team means unlocking career growth opportunities, gaining client referrals through our seamless service offerings, and engaging in meaningful work that makes a real impact.

We’re proud to be

• B Corp Certified
• A Certified Great Place to Work 2025

Not only that, we put our people first, in 2025 our BlueRockers said…

• 88% of BlueRockers believe that they are given a lot of responsibility
• 87% of BlueRockers can be themselves
• 83% of BlueRockers can easily talk to management

About the Wealth team

Mapping out a clear financial future needs a team approach. So our financial planners, estate planners, insurance brokers and investment advisors collaborate on a smart strategy to help our clients accumulate and protect wealth, and meet clients life goals. Plus you will have the opportunity to work alongside Victoria and Australia’s 2024 Holistic Adviser of the Year, IFA Excellence!

• Client Relationship Management: Act as the project manager for client engagements - ensuring seamless communication between clients, advisers, specialists and support teams.

• Strategy Development: Lead preparation for Statements of Advice (SoAs) - preparing advice scopes, strategies and research (with support of internal and external resources).

• Meeting Support: Prepare strategic aspects of and present in client meetings.

• Implementation Oversight: Oversee all stages of advice implementation and client administrative requirements, coordinating closely with our offshore administration team.

• Process Improvement: Continuously review and enhance internal processes to drive efficiency and improve client experience.

Requirements

We want to hear from people who have:

• A degree in Financial Planning or Finance/Economics or equivalent work experience

• Previous experience managing a portfolio of wealth clients

• Experience in Financial Modelling (Xtools+) and preparing advice scopes for complex SOA’s or writing complex SOAs for the provision of holistic advice

• Excellent technical capability and understanding of advice strategies

• Exceptional communication and interpersonal skills (this role involves being directly involved with clients in all stages of the advice process)

• A strong understanding of MS Office, particularly Excel

• Exceptional organisational skills

• Client-first mindset, adaptability, and genuine interest in continuous improvement

Benefits

We believe in work-life integration and offer a hybrid model that includes both in-office and remote work options. This approach allows our people to find the balance that works best for them, accommodating their individual needs and day-to-day flexibility whilst also recognising the value of connecting in our amazing office.

We believe in giving back – BlueRockers are supported to help communities through Volunteer days and pro bono work!

• We have our very own BlueRock public holidays to give our people the day off, on us!
• Free weekly lunches, awesome social events (including a social club – winery tours to museum tours), and an amazing headquarters in the CBD.
• We’re committed to supporting wellbeing with Gym Allowances and access to 24/7 wellbeing, medical and safety support through our partner Sonder.
• Receive mentoring and coaching from industry leaders
• We are known for creating plenty of opportunities for growth and promotion

• An inclusive and diverse workplace culture centred on meaningful work, wellbeing and fun.

For more amazing perks of working at BlueRock and employee benefits – head to our careers page! Or check us out on our socials and TikTok, @BeBlueRock

How to apply:

If this sounds like you, then please click on the