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This is a featured job

Private Wealth Manager

at Clime Private Wealth

This is a Full time job

Sydney NSW
  • ASX-listed backing with boutique adviser autonomy
  • In-house investment research and managed account capability
  • Genuine growth trajectory and incentive upside
  • ASX-listed backing with boutique adviser autonomy
  • In-house investment research and managed account capability
  • Genuine growth trajectory and incentive upside
Build your private wealth practice with the backing of an ASX-listed Australian investment and wealth management group.
Build your private wealth practice with the backing of an ASX-listed Australian investment and wealth management group.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Client Services Manager

at Inovayt

This is a Full time job

Melbourne VIC(Hybrid)
$75,000 – $85,000 per year + super + bonus
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed five days ago

CSO / CSM (Financial Planning)

at Berritta Consulting

This is a Full time job

Adelaide SA
$80,000 – $100,000 per year
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed five days ago

CSO / CSM (Financial Planning)

at Berritta Consulting
Be an early applicant

This is a Full time job

Brisbane QLD
$80,000 – $100,000 per year
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed twelve hours ago

Associate Financial Adviser

at Cartwright Jones Pty Ltd
Be an early applicant

This is a Full time job

Sydney NSW(Hybrid)
$100 -120k + Super + Bonus
  • Award winning
  • Flexible working environment
  • Become an Adviser
  • Award winning
  • Flexible working environment
  • Become an Adviser
A national award winning CBD financial services group requires a Associate Financial Adviser! Clear career pathway and excellent work life balance!
A national award winning CBD financial services group requires a Associate Financial Adviser! Clear career pathway and excellent work life balance!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
12h ago
12h ago
Listed six days ago

Private Wealth Manager

at Clime Private Wealth

This is a Full time job

Sydney NSW
  • ASX-listed backing with boutique adviser autonomy
  • In-house investment research and managed account capability
  • Genuine growth trajectory and incentive upside
  • ASX-listed backing with boutique adviser autonomy
  • In-house investment research and managed account capability
  • Genuine growth trajectory and incentive upside
Build your private wealth practice with the backing of an ASX-listed Australian investment and wealth management group.
Build your private wealth practice with the backing of an ASX-listed Australian investment and wealth management group.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed eleven days ago

Financial Planning Associate

at Everest Private Wealth

This is a Full time job

Perth WA(Hybrid)
We are seeking a Financial Planning Associate to join our Perth or Melbourne office, providing crucial support to our financial planners.
We are seeking a Financial Planning Associate to join our Perth or Melbourne office, providing crucial support to our financial planners.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed one day ago

Client Services Manager

at Inovayt

This is a Full time job

Melbourne VIC(Hybrid)
$75,000 – $85,000 per year + super + bonus
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twenty five days ago

CSO / CSM (Financial Planning)

at Berritta Consulting
Expiring soon

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW
$85,000 – $110,000 per year
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
25d ago
25d ago
Listed five days ago

Financial Planning Associate/Client Services Officer

at Partners Wealth Group

This is a Full time job

Sydney NSW(Hybrid)
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed twenty six days ago

Financial Advisor

at MW Wealth Management
Expiring soon

This is a Full time job

Richmond, Melbourne VIC(Hybrid)
$110,000 – $160,000 per year
  • Strong REM structure
  • Dymanic Operational Rhythm
  • Full support allowing you to focus on adviser/relationship building.
  • Strong REM structure
  • Dymanic Operational Rhythm
  • Full support allowing you to focus on adviser/relationship building.
Step into a high-performance advice firm with dynamic training, mentoring, and full team support to grow your skills and elevate client impact.
Step into a high-performance advice firm with dynamic training, mentoring, and full team support to grow your skills and elevate client impact.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
26d ago
26d ago
Listed one day ago

Financial Planner

at Euroz Hartleys Limited

This is a Full time job

Perth WA
Salary dependent on experience
  • Focus on providing strategic advice to clients
  • Partner with advisers across the business
  • Salary dependent on experience
  • Focus on providing strategic advice to clients
  • Partner with advisers across the business
  • Salary dependent on experience
Partner with advisers to support client wealth growth through strategic, high-quality advice, focused on client outcomes.
Partner with advisers to support client wealth growth through strategic, high-quality advice, focused on client outcomes.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed four days ago

Financial Planning & Analysis Manager

at Peter MacCallum Cancer Centre

This is a Full time job

Melbourne VIC(Hybrid)
  • PMCC seeks a Financial Planning & Analysis Manager for an Ongoing, FT role.
  • Lead FP&A business partnering across clinical services and sustainability
  • Drive budgeting, forecasting and performance reporting for clinical teams
  • PMCC seeks a Financial Planning & Analysis Manager for an Ongoing, FT role.
  • Lead FP&A business partnering across clinical services and sustainability
  • Drive budgeting, forecasting and performance reporting for clinical teams
PMCC is seeking an experienced FP&A Manager to lead clinical finance partnering, PMO support, budgeting, forecasting and sustainability initiatives.
PMCC is seeking an experienced FP&A Manager to lead clinical finance partnering, PMO support, budgeting, forecasting and sustainability initiatives.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed twenty four days ago

Client Services Manager (Financial Planning)

at Bartons Chartered Accountants and Wealth Advisors
Expiring soon

This is a Full time job

Camden Park, Adelaide SA
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
24d ago
24d ago
Listed eighteen hours ago

Commerical Finance Analyst - Hybrid WFH

at ACM Parts

This is a Full time job

Somerton, Melbourne VIC(Hybrid)
  • Work for a reputable company with a strong presence in specialist vehicle ind...
  • Competitive wage and benefits package
  • Work provided lunch days and BBQ’s with birthday celebrations and great team ...
  • Work for a reputable company with a strong presence in specialist vehicle ind...
  • Competitive wage and benefits package
  • Work provided lunch days and BBQ’s with birthday celebrations and great team ...
Finance pro who sees stories in numbers? Dig deeper, challenge the norm, uncover insights and drive real business impact.
Finance pro who sees stories in numbers? Dig deeper, challenge the norm, uncover insights and drive real business impact.
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Banking & Financial Services(Banking & Financial Services)
18h ago
18h ago
Listed six days ago

Client Services - Wealth Management

at Blake Oliver

This is a Full time job

Sydney NSW(Hybrid)
CSM - supporting 4 Advisors in Sydney
CSM - supporting 4 Advisors in Sydney
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed eighteen days ago

Client Services Manager (CSM) Financial Planning - Full or Part Time

at The Engaged Space

This is a Full time job

Eastwood, Adelaide SA
  • Opportunity to join our rapidly growing and supportive team.
  • Part time or full time role, with a flexible workplace and a competitive salary.
  • Bright and open plan city fringe office with ample parking.
  • Opportunity to join our rapidly growing and supportive team.
  • Part time or full time role, with a flexible workplace and a competitive salary.
  • Bright and open plan city fringe office with ample parking.
Join Astier as a Client Service Manager. Flexible 4-day or full time role, supportive team, great culture and meaningful client impact.
Join Astier as a Client Service Manager. Flexible 4-day or full time role, supportive team, great culture and meaningful client impact.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed twenty five days ago

Client Service Manager

at Cartwright Jones Pty Ltd
Expiring soon

This is a Full time job

Brisbane QLD
$95,000 – $100,000 + Super + 10% Bonus
  • 2 days a week work from home
  • Clear career pathway
  • Flexible working environment
  • 2 days a week work from home
  • Clear career pathway
  • Flexible working environment
Award winning national group in the CBD is looking for a CSM to join their growing team. Great career progression, Flexibility and work life balance.
Award winning national group in the CBD is looking for a CSM to join their growing team. Great career progression, Flexibility and work life balance.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
25d ago
25d ago
Listed thirteen hours ago

Financial Planning Associate

at Coastline Advice
Be an early applicant

This is a Full time job

Torquay, South West Coast VIC
$65,000 – $85,000 per year
  • Gateway to complete your PY
  • Hands-on exposure across the advice process
  • Collaborative team environment who share knowledge & support each other's growth
  • Gateway to complete your PY
  • Hands-on exposure across the advice process
  • Collaborative team environment who share knowledge & support each other's growth
An exciting opportunity exists to join one of the region’s leading Financial Advice and Mortgage Broking firms, Coastline Advice.
An exciting opportunity exists to join one of the region’s leading Financial Advice and Mortgage Broking firms, Coastline Advice.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13h ago
13h ago
Listed five days ago

Chief Financial Officer

at C3Talent

This is a Full time job

Nudgee, Brisbane QLD
  • Crucial Executive Role
  • Based in Brisbane Northern Suburbs
  • Attractive total remuneration package
  • Crucial Executive Role
  • Based in Brisbane Northern Suburbs
  • Attractive total remuneration package
CFO opportunity. Catholic Community Services NFP. Broad executive responsibilities
CFO opportunity. Catholic Community Services NFP. Broad executive responsibilities
Recruited byPeter Murphy
subClassification: OtherOther
classification: CEO & General Management(CEO & General Management)
5d ago
5d ago
Listed fifteen days ago

Workday Finance Lead

at Netwealth Investments Limited
Immediate start

This is a Full time job

Melbourne VIC(Hybrid)
  • Join a team that’s driving innovation in financial services
  • We are collaborative, curious, and courageous
  • Great employee benefits, Beautiful CBD office, social activities and more
  • Join a team that’s driving innovation in financial services
  • We are collaborative, curious, and courageous
  • Great employee benefits, Beautiful CBD office, social activities and more
Leading functional delivery across Workday Core Financials, Accounting Center, Prism Analytics & payroll finance integrations.
Leading functional delivery across Workday Core Financials, Accounting Center, Prism Analytics & payroll finance integrations.
subClassification: Financial Managers & ControllersFinancial Managers & Controllers
classification: Accounting(Accounting)
15d ago
15d ago
Listed seven days ago

Client Service Officer, Financial Planning.

at CDM Partners

This is a Full time job

Brisbane QLD(Hybrid)
$75,000 – $95,000 + Super + Bonus per year
Very friendly supportive team Committed long term clients Cutting edge technology The best boss ever!
Very friendly supportive team Committed long term clients Cutting edge technology The best boss ever!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed eighteen days ago

Associate Financial Adviser - Immediate Start

at Cartwright Jones Pty Ltd

This is a Full time job

Sydney NSW(Hybrid)
$80-90k + Super + Bonus
  • Award winning
  • Flexible working environment
  • Become an Adviser
  • Award winning
  • Flexible working environment
  • Become an Adviser
A fast growing boutique is looking for an Associate with a clear career pathway to become an financial adviser.
A fast growing boutique is looking for an Associate with a clear career pathway to become an financial adviser.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed twenty days ago

Paraplanner

at First Financial

This is a Full time job

Melbourne VIC(Hybrid)
  • Supportive team and leader dedicated to your development and progression
  • Training & career progression plus access to our Adviser development program
  • Work and collaborate with skilled, specialist advisers across diverse clients
  • Supportive team and leader dedicated to your development and progression
  • Training & career progression plus access to our Adviser development program
  • Work and collaborate with skilled, specialist advisers across diverse clients
Join a growing firm offering strong support, clear adviser pathways and genuine development opportunities.
Join a growing firm offering strong support, clear adviser pathways and genuine development opportunities.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed five days ago

Financial Planner - Client Manager

at Berritta Consulting

This is a Full time job

Melbourne VIC
$100,000 – $120,000 per year
Early-career Financial Planner role with existing client opportunities, strong support, mentoring and long-term career growth.
Early-career Financial Planner role with existing client opportunities, strong support, mentoring and long-term career growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed twenty seven days ago

Financial Planner

at Bruining Partners
Expiring soon

This is a Full time job

West Leederville, Perth WA
  • We have cultivated a great team environment and culture
  • Conveniently located near the Leederville and West Leederville train station
  • We have cultivated a great team environment and culture
  • Conveniently located near the Leederville and West Leederville train station
Competitive salary, career growth & ongoing training. Help clients achieve their financial goals in retirement
Competitive salary, career growth & ongoing training. Help clients achieve their financial goals in retirement
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago
27d ago
Listed five days ago

Commercial Finance Manager

at Weir Group

This is a Full time job

Eight Mile Plains, Brisbane QLD(Hybrid)
  • Brisbane-based with hybrid flexibility
  • Genuine career growth through global exposure, learning and development!
  • Work closely with senior leaders to drive commercial performance
  • Brisbane-based with hybrid flexibility
  • Genuine career growth through global exposure, learning and development!
  • Work closely with senior leaders to drive commercial performance
Join a global business as a trusted regional finance business partner, playing a hands-on role in budgeting, forecasting and performance analysis.
Join a global business as a trusted regional finance business partner, playing a hands-on role in budgeting, forecasting and performance analysis.
subClassification: Financial Managers & ControllersFinancial Managers & Controllers
classification: Accounting(Accounting)
5d ago
5d ago
Listed fifteen days ago

Financial Advisor

at River Investment Management

This is a Full time job

Sydney NSW
$120,000 – $150,000 per year
  • Access to best in class investments
  • A growth orientated firm with a proven track record
  • Deep relationships in public and private markets
  • Access to best in class investments
  • A growth orientated firm with a proven track record
  • Deep relationships in public and private markets
River X is a firm built by advisors for clients, we are desgined to excellerate the growth and career progression of wealth managment professionals.
River X is a firm built by advisors for clients, we are desgined to excellerate the growth and career progression of wealth managment professionals.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed six days ago

Financial Planning Assistant / Paraplanner

at Approved Financial Planners

This is a Full time job

Floreat, Perth WA
$80,000 – $95,000 per year
Are you an experienced Financial Planning Assistant or Client Service Manager looking for your next challenge?
Are you an experienced Financial Planning Assistant or Client Service Manager looking for your next challenge?
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed five days ago

Financial Analysts

at Cobild

This is a Full time job

Cremorne, Melbourne VIC
$77,000 – $100,000 per year
Analytical finance professional driving reporting, forecasting and business performance within a collaborative, people-first organisation.
Analytical finance professional driving reporting, forecasting and business performance within a collaborative, people-first organisation.
subClassification: OtherOther
classification: Construction(Construction)
5d ago
5d ago
Listed eight days ago

Financial Planning Administration (CSO)

at Horsey Jameson Bird

This is a Full time job

Fortitude Valley, Brisbane QLD
Theoptimal candidate has a level of competence with years of experience in finanacial advice. We are a boutique firm offering tailored client advice.
Theoptimal candidate has a level of competence with years of experience in finanacial advice. We are a boutique firm offering tailored client advice.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
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