Transform your career with Watson Wealth: Your gateway to a rewarding finance career

Are you a young professional eager to carve out a successful and rewarding career in the financial planning industry? Or are you a student studying financial planning, considering your future careers, and looking for the best place to start your journey?

At Watson Wealth, we offer a unique Young Professional Program where you can learn from seasoned experts, gain hands-on experience, and build a career path that makes a real difference in people’s lives.

Why Watson Wealth?

We recognise that financial planning is a demanding field that requires dedication, skill, and expertise. That’s why we offer performance-based benefits that reward your hard work and success.

Our Watson Wealth program ensures that you gain practical knowledge and real-world skills crucial for success in financial planning.

Study finance with industry leaders

Joining Watson Wealth means you’ll be working alongside some of the industry’s most experienced and respected professionals. Our seasoned experts are committed to mentoring and guiding you through every step of your finance career.

This invaluable exposure to industry leaders will equip you with the knowledge and skills necessary to excel in the financial planning sector.

Hands-on experience

We believe that one of the best ways to learn is by doing. At Watson Wealth, you’ll gain hands-on experience. You will have the opportunity to work on client cases, participate in strategic planning sessions, and see the tangible impact of your work. This practical experience is crucial in building your confidence and preparing you for a successful finance career.

A path to professional growth

At Watson Wealth, your career development is our priority. We provide a clear and structured career path that allows you to grow and advance within the company. From continuous learning opportunities to support for further studies, we ensure you have all the tools to achieve your professional goals. With us, you can build a long-term career that is both rewarding and fulfilling.

For aspiring financial planners

Whether you’re at the beginning of your studies or have recently graduated, Watson Wealth offers a unique opportunity to kickstart your career in financial planning. Imagine a job where you are helping clients secure their financial future every day, making a real difference in their lives.

This is the impact you can have as a financial planner at Watson Wealth.

Education requirements

A solid educational foundation is critical for success in financial planning. The industry requires an approved finance degree by the FAS (Financial Adviser Standards).

Detailed information about the financial adviser standards and existing providers can be found here. Alternatively, you can qualify by completing additional financial planning industry studies if you hold a degree in a related field. We are committed to maintaining high educational standards to ensure our advisers provide the best advice to clients. If this sounds like your ideal career and you are unsure where to start, visit our website and start there. In the meantime, apply for a role with Watson Wealth through our Young Professional careers page and gain insight and experience while studying!

Professional year

Once you have completed or are nearing the completion of your approved finance degree, your journey to becoming a qualified financial planner includes a 12-month professional year across the industry, divided into four quarters. Each quarter is designed to develop your skills and knowledge progressively.

By the end of this year, you will be proficient in delivering high-level, compliant advice. This structured program ensures you are well-prepared to meet the demands of the industry.

FASEA exam

Ethics and compliance are cornerstones of our profession. You must pass the Financial Adviser Standards and Ethics Authority (FASEA) exam during your professional year. This exam tests your understanding of ethical principles, ensuring you can provide advice that is compliant and in your client’s best interests. Passing this exam is a key milestone to becoming a trusted financial adviser.

Authorised adviser

Upon successfully completing your professional year and passing the FASEA exam, you will become an authorised adviser at Watson Wealth. This qualification is a testament to your dedication, hard work, and commitment to excellence. As an authorised adviser, you will be fully equipped to offer expert financial advice and significantly impact your client’s financial well-being.

Start your journey with Watson Wealth

At Watson Wealth, we are dedicated to helping finance students and aspiring financial planners like you achieve their career dreams. With our performance-based bonuses and commitment to professional growth, you will have everything you need to succeed. Take the first step towards a rewarding and lucrative career in financial planning by joining our team.

Contact us to learn more about our Young Professional Program and apply today.

Your future at Watson Wealth awaits!

The information within, including tax, does not consider your personal circumstances and is general advice only. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this information, you should consider its appropriateness regarding your objectives, financial situation and needs. You should read the relevant Product Disclosure Statements and seek personal advice from a qualified financial adviser.
The views expressed in this publication are solely those of the author; they are not reflective or indicative of the licensee’s position and are not to be attributed to the licensee. They cannot be reproduced in any form without the author’s express written consent.
Elliot Watson Financial Planning Pty Ltd and its advisers are Authorised Representatives of RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429.