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This is a featured job

Client Service Officer

at Independent Wealth Management

This is a Full time job

Robina, Gold Coast QLD
$70,000 – $80,000 per year
  • Comfortable working environment.
  • Eligibility for bonus participation after probation period.
  • Team approach to delivering great outcomes.
We are proud to be an independent, locally owned advice firm where relationships come first. A close-knit team that will value your contribution.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
Featured
This is a featured job

Associate Adviser

at Hewison Private Wealth

This is a Full time job

Melbourne VIC(Hybrid)
  • Award winning, independent wealth management firm
  • Clear pathways to becoming a financial adviser
  • Conveniently located at St Kilda Road
Join our award-winning team and build your career as an Associate Adviser in a supportive, independent wealth management firm.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
Featured
Listed thirteen days ago

Client Service Officer

at Independent Wealth Management

This is a Full time job

Robina, Gold Coast QLD
$70,000 – $80,000 per year
  • Comfortable working environment.
  • Eligibility for bonus participation after probation period.
  • Team approach to delivering great outcomes.
We are proud to be an independent, locally owned advice firm where relationships come first. A close-knit team that will value your contribution.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
13d ago
Listed nineteen days ago

Strategic Account Manager, Wealth Solutions

at Macquarie Group Limited

This is a Full time job

Brisbane QLD(Hybrid)
  • CBD Central, state of the art global headquarters
  • Benefit from flexible working arrangements that support work life balance
  • Work where innovation lives
An exciting opportunity currently exists for an experienced Account Manager to take on a pivotal role within the Wealth Solutions team.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
19d ago
Listed nineteen days ago

Strategic Account Manager, Wealth Solutions

at Macquarie Group Limited

This is a Full time job

Sydney NSW(Hybrid)
  • CBD Central, state of the art global headquarters
  • Benefit from flexible working arrangements that support work life balance
  • Work where innovation lives
An exciting opportunity currently exists for an experienced Account Manager to take on a pivotal role within the Wealth Solutions team.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
19d ago
Listed nineteen days ago

Strategic Account Manager, Wealth Solutions

at Macquarie Group Limited

This is a Full time job

Melbourne VIC(Hybrid)
  • CBD Central, state of the art global headquarters
  • Benefit from flexible working arrangements that support work life balance
  • Work where innovation lives
An exciting opportunity currently exists for an experienced Account Manager to take on a pivotal role within the Wealth Solutions team.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
19d ago
Listed four days ago

Associate Adviser

at Hewison Private Wealth

This is a Full time job

Melbourne VIC(Hybrid)
  • Award winning, independent wealth management firm
  • Clear pathways to becoming a financial adviser
  • Conveniently located at St Kilda Road
Join our award-winning team and build your career as an Associate Adviser in a supportive, independent wealth management firm.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed two days ago

Senior Private Wealth Adviser

at UniSuper Management Pty Ltd

This is a Full time job

Sydney NSW
  • Join a leading super fund focused on member outcomes and performance excellence
  • Make a real impact helping Australians shape their retirement future
  • Enjoy great benefits including a $1500 development budget
A senior adviser opportunity to apply deep financial planning expertise, work with complex clients and make a meaningful difference for members.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
2d ago
Listed four days ago

Client Services Officer

at Moore Wealth Advisers Pty Ltd

This is a Part time job

Adelaide SA
  • Adelaide CBD location | Join a collaborative and supportive team
  • Varied client service role | Support onboarding, reviews and advice preparation
  • Training and professional development | Flexible working arrangements
Great opportunity for an organised and client-focused professional to join a collaborative team, to deliver high quality service to clients!
subClassification: Administrative AssistantsAdministrative Assistants classification: Administration & Office Support(Administration & Office Support)
4d ago
Listed four days ago

Assistant Advisor - Wealth Advisory / Financial Planning

at William Buck (NSW) Pty Limited

This is a Full time job

Sydney NSW(Hybrid)
  • Are you ready to take your career in financial advice to the next level
  • Be mentored by some of Australia’s top financial advisors
  • Great culture, great clients and clear pathway to Advisor
Join a growing and collaborative Wealth Advisory division as an Assistant Advisor. Focussed and supported learning and pathway to Advisor!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed nineteen days ago

Investing Research Analyst

at The Motley Fool

This is a Contract/Temp job

Isle of Capri, Gold Coast QLD(Remote)
$75 – $85 per hour
We're looking for a smart, entrepreneurial research analyst to join our premium services investing team at Fool Australia.
subClassification: Analysis & ReportingAnalysis & Reporting classification: Banking & Financial Services(Banking & Financial Services)
19d ago
Listed four days ago

Managed Portfolio Implementation Analyst

at Mason Stevens

This is a Full time job

Sydney NSW(Hybrid)
Kick-start your investment operations career, helping deliver high-performing managed portfolios while building valuable industry expertise.
subClassification: OtherOther classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed twenty six days ago

Associate - Independent Financial Advice

at Saikal-Skea Independent Financial Advice

This is a Full time job

Kingston, Canberra ACT(Hybrid)
$75,000 – $100,000 per year
  • Bonus week of annual leave, wellness days and WFH 1 day per week.
  • Work for an independent advisory with no conflicts of interest.
  • Development pathway to become a financial adviser.
Searching for a path to become a Financial Adviser? This is an opportunity to join an Independent Financial Advisory on the Kingston Foreshore.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed four days ago

Strategic Financial Adviser – Risk & Wealth

at Woods & Co

This is a Part time job

Camberwell, Melbourne VIC(Hybrid)
$100,000 - $135,000 + Super (Pro rata 3 days)
  • Permanent part time opportunity - Hybrid - 3 Days per week
  • Take ownership of an established client portfolio
  • Shape how advice is delivered through improved processes and systems
A flexible part-time adviser role with an established client base, strong support systems and the opportunity to make a genuine impact.
Recruited byXavier Carew
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed sixteen days ago

Trust Analyst

at IQ EQ

This is a Full time job

Sydney NSW(Hybrid)
Manage trust portfolios through cash reconciliations, funding, cash flow analysis, and stakeholder coordination while ensuring accurate administration
subClassification: TreasuryTreasury classification: Banking & Financial Services(Banking & Financial Services)
16d ago
Listed four days ago

Senior Accountant - Work from Home / WFH

at Wasply

This is a Full time job

Sydney NSW(Remote)
$100,000 - $130,000 + Super
  • 100% remote or hybrid, flexible hours, part-time options and full home setup
  • Modern Xero and FYI Docs practice with automation and AI investment
  • Exceptional culture, supportive partners and 5.6-year average staff tenure
Join a modern, flexible firm with quality clients, proven remote systems and a culture where people genuinely stay and grow.
subClassification: Business Services & Corporate AdvisoryBusiness Services & Corporate Advisory classification: Accounting(Accounting)
4d ago
Listed nine days ago

Head of Investor Distribution

at Sharewise Group

This is a Full time job

Milsons Point, Sydney NSW
$150,000 – $225,000 per year
  • Build something extraordinary
  • Access exceptional people
  • Make a real impact
Build Australia's leading investor network by connecting HNW investors with exceptional opportunities and shaping the future of capital markets.
subClassification: Corporate Finance & Investment BankingCorporate Finance & Investment Banking classification: Banking & Financial Services(Banking & Financial Services)
9d ago
Listed four days ago

Senior Accountant - Work from Home / WFH

at Wasply

This is a Full time job

Brisbane QLD(Remote)
$100,000 - $120,000 + Super
  • 100% remote or hybrid, flexible hours, part-time options and full home setup
  • Modern Xero and FYI Docs practice with automation and AI investment
  • Exceptional culture, supportive partners and 5.6-year average staff tenure
Join a modern, flexible firm with quality clients, proven remote systems and a culture where people genuinely stay and grow.
subClassification: Business Services & Corporate AdvisoryBusiness Services & Corporate Advisory classification: Accounting(Accounting)
4d ago
Listed seventeen days ago

Senior Private Wealth Adviser

at UniSuper Management Pty Ltd

This is a Full time job

Brisbane QLD(Hybrid)
  • Join a leading super fund focused on member outcomes and performance excellence
  • Make a real impact helping Australians shape their retirement future
  • Enjoy great benefits such as $1500 development budget and attractive incentive
A senior adviser opportunity to apply deep financial planning expertise, work with complex clients and make a meaningful difference for members.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
17d ago
Listed three days ago

Integration Analyst - Perpetual Wealth Management

at Perpetual Services Pty Limited

This is a Contract/Temp job

Sydney NSW(Hybrid)
  • 12 month max term contract position
  • Work where we work best - Hybrid office/work-from-home environment
  • Be an active contributor for your team
Perpetual Wealth Management is seeking an experienced and highly organised Integration Analyst, 12 month contract position
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed twenty three days ago

Membership Manager WA/SA

at PRIVATE WEALTH NETWORK

This is a Full time job

Perth WA(Hybrid)
This role is responsible for assisting to maximize the outcomes for PWN in their state chapter including fully engaging the PWN membership.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Sales(Sales)
23d ago
Listed nine days ago

Financial Advisor - Aged Care or Property Specialist

at Ivy Recruitment Partners

This is a Full time job

Melbourne VIC(Hybrid)
$120,000 – $145,000 per year plus bonuses
Join this award winning boutique firm and further grow a core area of the business. Future partnership, attractive salary and uncapped bonus structure
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
9d ago
Listed twenty three days ago

Wealth Manager (Mandarin-Speaking) – Melbourne

at Boman Corporate Pty Ltd

This is a Full time job

Melbourne VIC
This role is suited for a relationship manager, wealth advisor who consistently delivers exceptional client experiences.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
23d ago
Listed four days ago

Portfolio Administrator

at Canaccord Genuity

This is a Full time job

Melbourne VIC
  • Structured training and career development
  • Exposure to wealth management and financial services
  • Join a leading global wealth management firm
Join a leading wealth management firm and gain hands-on experience across investments, portfolios and client services.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed six days ago

Income Manager

at St George Community Housing

This is a Full time job

Liverpool, Sydney NSW(Hybrid)
Starting $140k p.a. + super + NFP salary packaging
  • Great leave benefits including parental leave and annual bonus leave
  • 35 hour work week, Mon - Fri, with fexible hybrid working arrangements
  • The chance to lead a newly established function and shape future outcomes.
We have a new opportunity for a Income Manager to join our Customers, Shared Services team.
subClassification: ManagementManagement classification: Banking & Financial Services(Banking & Financial Services)
6d ago•Expiring
Listed four days ago

Integration Manager, Perpetual Wealth Management

at Perpetual Services Pty Limited
Be an early applicant

This is a Contract/Temp job

Sydney NSW(Hybrid)
  • 12 month max term contract position
  • Work where we work best - Hybrid office/work-from-home environment
  • Be an active contributor for your team
As Integration Manager, you will lead a small team of Integration analysts responsible for supporting adviser onboarding in a client-centric
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed two days ago

Business Services and Tax Manager | Innovative & Dynamic Accounting Firm

at MW Recruitment

This is a Full time job

Brisbane QLD(Hybrid)
$120,000 – $150,000 per year
  • Diverse portfolio of blue-chip, international & advisory-focused clients
  • Bridge the gap between leadership & broader team while honing advisory skills
  • Enjoy REAL work-life balance, flexible hours, 1-2 days WFH & excellent benefits
Scrolling for a more engaging client base and stronger advisory exposure? This is a rare Brisbane CBD opportunity offers both challenge and balance.
Recruited byHonor Kettles
subClassification: Business Services & Corporate AdvisoryBusiness Services & Corporate Advisory classification: Accounting(Accounting)
2d ago
Listed nine days ago

Advice Solutions Analyst

at HESTA Super Fund

This is a Full time job

Melbourne VIC(Hybrid)
  • Purpose driven & influential superannuation fund
  • Genuine & welcoming team environment
  • $5000 annual professional development allowance
You've spent your career building expertise in superannuation or advice, now put that knowledge to work in a more strategic, technical way.
subClassification: SuperannuationSuperannuation classification: Insurance & Superannuation(Insurance & Superannuation)
9d ago
Listed sixteen days ago

Junior Financial Planner/Professional Year Candidate

at Index Wealth
Immediate start

This is a Full time job

Geelong, South West Coast VIC(Hybrid)
$70,000 – $100,000 per year
  • Exceptional mentoring for personal and professional growth
  • Fulfilling and strong career prospects
  • Flexible working arrangements
Transform lives as a Financial Planner at Index Wealth. Shape financial futures, enjoy unparalleled growth, and be part of a dynamic team.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
16d ago
Listed one hour ago

Senior Paraplanner (Work from home)

at TNT Advisor Solutions
Be an early applicant

This is a Contract/Temp job

Melbourne VIC(Remote)
Are you an experienced Paraplanner looking for remote, flexible work and greater control over your workload and income? Join the TNT team!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
1h ago
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