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Listed eleven days ago

Client Service Associate

at Solomons Wealth Management

This is a Full time job

Brisbane QLD
  • Work closely with senior advisers and private wealth clients
  • Gain exposure to advice, portfolios, markets and direct equities
  • Build a long-term wealth management career in Brisbane CBD
  • Work closely with senior advisers and private wealth clients
  • Gain exposure to advice, portfolios, markets and direct equities
  • Build a long-term wealth management career in Brisbane CBD
Build your career in private wealth supporting senior advisers across client service, financial planning and investment administration.
Build your career in private wealth supporting senior advisers across client service, financial planning and investment administration.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed one day ago

Customer Wealth Associate

at Sharesies

This is a Full time job

Sydney NSW
Join our Sydney team as a Customer Wealth Associate for 12 months, and help us create epic customer experiences!
Join our Sydney team as a Customer Wealth Associate for 12 months, and help us create epic customer experiences!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed one day ago

Client Services Officer - Career Progression to PY

at My Wealth Solutions

This is a Full time job

Sydney NSW(Hybrid)
$75,000 – $85,000 + Bonus
Step into a pivotal role where you're directly contributing to empowering families in achieving their financial aspirations.
Step into a pivotal role where you're directly contributing to empowering families in achieving their financial aspirations.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed eighteen hours ago

Financial Planning Associate/Client Services Officer

at Partners Wealth Group

This is a Full time job

Melbourne VIC(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)
18h ago
18h ago
Listed one day ago

Dealers/Private Wealth Assistant

at KOSEC

This is a Full time job

Sydney NSW
$150,000 OTE per year
  • Front-Row Access to Elite Market Intelligence & Decision-Making
  • Accelerated Career Growth in a High-Performance Environment
  • Influence, Exposure & Elite Network Access
  • Front-Row Access to Elite Market Intelligence & Decision-Making
  • Accelerated Career Growth in a High-Performance Environment
  • Influence, Exposure & Elite Network Access
Seeking a Dealers Assistant to support trading, conduct market research, provide investment insights and develop new business.
Seeking a Dealers Assistant to support trading, conduct market research, provide investment insights and develop new business.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed thirteen days ago

Financial Advisor

at MW Wealth Management

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)
13d ago
13d ago
Listed eleven days ago

Adviser Support Officer

at Morgans Financial Ltd Noosa

This is a Full time job

Noosaville, Sunshine Coast QLD
Key support role partnering with Advisers to deliver accurate trade execution, exceptional client service, and career growth in Noosa.
Key support role partnering with Advisers to deliver accurate trade execution, exceptional client service, and career growth in Noosa.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed twenty five days ago

Associate 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?
  • Work directly with UHNW clients across all aspects of financial advice/planning
  • Great culture, great clients and clear pathway to Advisor
  • Are you ready to take your career in financial advice to the next level?
  • Work directly with UHNW clients across all aspects of financial advice/planning
  • Great culture, great clients and clear pathway to Advisor
Join a successful Wealth Advisory division as an experienced Associate Advisor. Focused and supported learning and clear pathway to Advisor
Join a successful Wealth Advisory division as an experienced Associate Advisor. Focused and supported learning and clear pathway to Advisor
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
25d ago•Expiring
Listed eleven days ago

Associate Financial Adviser at Premier Private Wealth Firm

at VISIS Private Wealth

This is a Full time job

Brisbane QLD
$80,000 – $100,000 per year
  • One of Australia's premier wealth management firms
  • Excellent career opportunities
  • Prestigious CBD location
  • One of Australia's premier wealth management firms
  • Excellent career opportunities
  • Prestigious CBD location
Supercharge your finance career and join a dynamic wealth management that is known for it's expert advice and personalised service
Supercharge your finance career and join a dynamic wealth management that is known for it's expert advice and personalised service
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed twenty five days ago

Assistant Advisor - Wealth Advisory / Financial Planning

at William Buck (NSW) Pty Limited

This is a Full time job

Sydney NSW(Hybrid)
  • Be mentored by some of Australia’s top financial advisors
  • Work directly with UHNW clients across all aspects of financial advice/planning
  • Great culture, great clients and clear pathway to Advisor
  • Be mentored by some of Australia’s top financial advisors
  • Work directly with UHNW clients across all aspects of financial advice/planning
  • 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!
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)
25d ago•Expiring
25d ago•Expiring
Listed fourteen days ago

Client Services Officer

at Kuda Wealth Pty Ltd
Immediate start

This is a Part time job

Preston, Melbourne VIC(Hybrid)
$70,000+ pro-rata
Seeking two experienced Client Services Officers to provide support across client admin, SMSFs, platforms, diaries & Centrelink. 5+ years required.
Seeking two experienced Client Services Officers to provide support across client admin, SMSFs, platforms, diaries & Centrelink. 5+ years required.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed five days ago

Financial Adviser

at My Wealth Solutions

This is a Full time job

Brisbane QLD(Hybrid)
$115,000 – $150,000 per year + Super + Bonus
  • Full back office support and high quality leads booked into your calender
  • Join a professional, award-winning firm
  • Central, vibrant location with exciting benefits
  • Full back office support and high quality leads booked into your calender
  • Join a professional, award-winning firm
  • Central, vibrant location with exciting benefits
My Wealth Solutions fast growing, holistic, goals based advice practice offering full back office support and a constant stream of quality leads.
My Wealth Solutions fast growing, holistic, goals based advice practice offering full back office support and a constant stream of quality leads.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed six days ago

Manager - Wealth Management Client Services team

at Anton Murray Consulting

This is a Full time job

Sydney NSW
$130-165k base equivalent on a day rate
  • Tier 1 Global Wealth Manager
  • Excellent Culture and career opportunity
  • Long term temp role.
  • Tier 1 Global Wealth Manager
  • Excellent Culture and career opportunity
  • Long term temp role.
Wealth Management firm is seeking to an experienced Manager to manage a team of client services and operations staff in Sydney- initial 12mth contract
Wealth Management firm is seeking to an experienced Manager to manage a team of client services and operations staff in Sydney- initial 12mth contract
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed twenty eight days ago

Financial Advisor

at deVere Australia Group Pty Ltd

This is a Full time job

South Yarra, Melbourne VIC
$100,000 – $120,000 per year + Monthly Bonus
Recruiting for a super star Financial Advisor to join our Top team in South Yarra, Melbourne, Top-tier training and career advancement!
Recruiting for a super star Financial Advisor to join our Top team in South Yarra, Melbourne, Top-tier training and career advancement!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
28d ago•Expiring
28d ago•Expiring
Listed one day ago

Senior Paraplanner, Canberra City

at DFK Everalls Pty Ltd
Be an early applicant

This is a Full time job

Canberra ACT
  • Benefit from a prime city location and an outstanding employee experience
  • Established professional services firm with a strong team and culture
  • High-quality, strategic work with great clients.
  • Benefit from a prime city location and an outstanding employee experience
  • Established professional services firm with a strong team and culture
  • High-quality, strategic work with great clients.
Join Everalls Wealth Management as a Senior Paraplanner, supporting advisers to deliver high-quality, compliant advice to high-net-worth clients.
Join Everalls Wealth Management as a Senior Paraplanner, supporting advisers to deliver high-quality, compliant advice to high-net-worth clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed seven days ago

Assistant Wealth Advisor

at Lawson Delaney Australia

This is a Full time job

Adelaide SA(Hybrid)
  • Premium Brand
  • Exceptional Development Opportunities
  • Top Tier Clients
  • Premium Brand
  • Exceptional Development Opportunities
  • Top Tier Clients
Adelaide - Private Wealth advisory firm offering flexible work conditions, 3 days in the offices. Exceptional access to HNW and UHNW clients.
Adelaide - Private Wealth advisory firm offering flexible work conditions, 3 days in the offices. Exceptional access to HNW and UHNW clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed twelve days ago

Consultant

at Aon Corporation

This is a Full time job

Sydney NSW
Competitive Salary + annual bonus
  • Join our successful Wealth Solutions team in its next growth phase
  • Deliver high quality global benefits advice and services to clients
  • Full time permanent opportunity with flexible work arrangements
  • Join our successful Wealth Solutions team in its next growth phase
  • Deliver high quality global benefits advice and services to clients
  • Full time permanent opportunity with flexible work arrangements
Deliver high quality global benefits advice and services to clients
Deliver high quality global benefits advice and services to clients
subClassification: Risk ConsultingRisk Consulting
classification: Insurance & Superannuation(Insurance & Superannuation)
12d ago
12d ago
Listed eighteen days ago

Senior Advisor / Senior Financial Advisor - Wealth Advisory

at William Buck (NSW) Pty Limited

This is a Full time job

Sydney NSW(Hybrid)
  • Contribute to shaping the future of the Wealth Advisory division
  • Work directly with UHNW clients on all aspects of financial advice/planning
  • Great culture, great clients and pathway to Partner!
  • Contribute to shaping the future of the Wealth Advisory division
  • Work directly with UHNW clients on all aspects of financial advice/planning
  • Great culture, great clients and pathway to Partner!
Join William Buck’s growing Wealth Advisory team as a Senior Advisor/ Principal and help shape the future of financial advice
Join William Buck’s growing Wealth Advisory team as a Senior Advisor/ Principal and help shape the future of financial advice
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed fourteen days ago

Financial Adviser

at The Gild Group

This is a Full time job

Moorabbin, Melbourne VIC(Hybrid)
Join a supportive, people-first culture that values innovation and growth.
Join a supportive, people-first culture that values innovation and growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed six days ago

Client Service Consultant

at Hays | Banking

This is a Contract/Temp job

Sydney NSW
  • Global Wealth Manager
  • Work with leading advisers
  • Excellent Career opportunity
  • Global Wealth Manager
  • Work with leading advisers
  • Excellent Career opportunity
Client Service role within Wealth Management responsible for supporting client offboarding, Deceased Estate processing and Asset Transfers
Client Service role within Wealth Management responsible for supporting client offboarding, Deceased Estate processing and Asset Transfers
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed twenty five days ago

Associate Financial Adviser

at SmartMoney Wealth Management

This is a Full time job

Sydney Olympic Park, Sydney NSW
OTE $100,000 per year +
  • Career Growth: Advance your career with training, mentorship, and support.
  • Impact Lives: Help clients achieve financial freedom and security.
  • Join a Leader: Be part of a trusted team shaping Australia's financial future.
  • Career Growth: Advance your career with training, mentorship, and support.
  • Impact Lives: Help clients achieve financial freedom and security.
  • Join a Leader: Be part of a trusted team shaping Australia's financial future.
Join SmartMoney Wealth Management and shape brighter financial futures! Drive impact, grow your career, and make a real difference today!
Join SmartMoney Wealth Management and shape brighter financial futures! Drive impact, grow your career, and make a real difference today!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
25d ago•Expiring
Listed twenty one days ago

Wealth Advisor

at Lambourne Partners

This is a Full time job

Hamilton, Newcastle, Maitland & Hunter NSW
  • A supportive, inclusive, and values-driven team environment
  • Have a passion for helping clients achieve their goals
  • Are interested in long-term career opportunities
  • A supportive, inclusive, and values-driven team environment
  • Have a passion for helping clients achieve their goals
  • Are interested in long-term career opportunities
Are you looking to build on your advisory expertise and unlock your next opportunity?
Are you looking to build on your advisory expertise and unlock your next opportunity?
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
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