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Wealth Associate - Private Wealth Management

The company 

E&P Financial Group (E&P) is an ASX-listed financial services business with an international network of experienced industry specialists working across wealth management, SMSF accounting, corporate advisory, institutional sales and trading, research, and funds management. 

E&P has offices in Sydney, Melbourne, Canberra, Brisbane, New Jersey and Hong Kong and has over $20 billion of funds under advice.

The focus 

As a provider of high-quality, market-leading financial advice for private clients, institutional clients and corporates, we value long-term client partnerships and our people are the cornerstone of those relationships – regardless of whether they have day-to-day contact with clients. 

For E&P, the focus on your career and development is genuine, and our established structure supports the on-the-job learning experience you expect.  Working with us means you get to learn from and collaborate with some of the best in the business. 

The benefits

As well as an opportunity to work with an exceptional team, we’ll also help you reach the next stage of your career with paid leave and study support towards your Kaplan/ CFA qualifications.  We believe success breeds success. 

The role

If you are a  graduate with a keen interest in the financial services and wealth management industry, then we want to talk to you. A typical day may include:

  • Liaising directly with clients and providing relevant market information with a high level of professionalism and customer service
  • Staying up to date with current financial news and markets, macroeconomic and stock-specific research and other capital markets transactions
  • Accepting trading instructions and placing orders on market
  • Assisting advisers in the drafting of advice documents and generating potential investment ideas
  • Attending client meetings and preparation of client portfolio reviews
  • Ensuring a streamlined on-boarding and client life cycle for new and existing clients and maintaining account information and documentation

What we stand for

When it comes to our clients, our service standards are high, so you’ll be a natural when it comes to communication and building strong relationships. 

You will be a high achiever with strong academic results in your undergraduate Finance/Economics degree and attention to detail is a must.  Our environment can be fast-paced, and we work with multiple clients at any one time, so your ability to manage competing priorities is equally as important as your analytical skills. 

We want to take care of you, so you can take care of our clients! Our state-of-the art offices are equipped with a selection of healthy breakfast options and each year you’ll receive an annual fitness rebate which you can use in a way that suits you. 

We know our people work hard, so we have an active social and sporting calendar of activities to ensure the balance of work and social is just right.  We take our responsibilities to staff, clients and community seriously and as an equal opportunity employer, value inclusion and diversity. 

How to apply

For a confidential conversation or to submit an application please contact Josh at [email protected] quoting “
Wealth Associate - PWM” in the subject line. 

You will have the comfort of knowing you work in the office with a fully COVID-19 vaccinated team. Please only apply if you are already (or will soon be) fully vaccinated against COVID-19.

Closed 24 days ago
Closed 24 days ago
  • Job type:Graduate Jobs
  • Disciplines:

    Accounting, Actuary, Administration, Banking and Finance,

  • Work rights:

    Australian Permanent Resident, New Zealand

  • Locations:



    May 2022 (approx)

  • Closing Date:13th Jun 2022, 1:59 pm


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