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This is a featured job
  • 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

This is a Full time job

$70,000 – $80,000 + achievable monthly bonus
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Flexible work arrangements
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Flexible work arrangements
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed eight days ago
  • 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)
8d ago
8d ago
Listed seventeen hours ago

Be an early applicant

This is a Full time job

Circa $220k plus Super and Incentives
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
subClassification: Banking - BusinessBanking - Business
classification: Banking & Financial Services(Banking & Financial Services)
17h ago
17h ago
Listed two days ago

This is a Full time job

$70-80K Package
  • Supportive, collaborative team culture with genuine mentorship
  • Ongoing training, development & long-term career progression
  • Sydney CBD location | Competitive salary package & benefits
  • Supportive, collaborative team culture with genuine mentorship
  • Ongoing training, development & long-term career progression
  • Sydney CBD location | Competitive salary package & benefits
Join a highly regarded Private Wealth Management firm in Sydney, fantastic culture, ongoing mentoring, career development, attractive package!
Join a highly regarded Private Wealth Management firm in Sydney, fantastic culture, ongoing mentoring, career development, attractive package!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed three days ago
  • Be part of the expansion of our Melbourne Private Wealth Service team.
  • Take full ownership of client onboarding and portfolio administration.
  • Senior role in Onboarding, exposure to advanced portfolio cost reconstructions.
  • Be part of the expansion of our Melbourne Private Wealth Service team.
  • Take full ownership of client onboarding and portfolio administration.
  • Senior role in Onboarding, exposure to advanced portfolio cost reconstructions.
Own end-to-end onboarding & portfolio administration, be the key contact for advisers, ensure accurate reporting & manage complex portfolio data.
Own end-to-end onboarding & portfolio administration, be the key contact for advisers, ensure accurate reporting & manage complex portfolio data.
subClassification: Stockbroking & TradingStockbroking & Trading
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed fourteen days ago
  • Financial Advice
  • Beautiful Melbourne Offices
  • High performing yet flexible culture
  • Financial Advice
  • Beautiful Melbourne Offices
  • High performing yet flexible culture
Join one of Australia's most respected private wealth advisory firms, recognised for its uncompromising standards, long‑term client relationships
Join one of Australia's most respected private wealth advisory firms, recognised for its uncompromising standards, long‑term client relationships
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed twenty one days ago

This is a Full time job

$70,000 – $80,000 + achievable monthly bonus
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Flexible work arrangements
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Flexible work arrangements
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed fifteen days ago

This is a Full time job

Circa $220k plus Super and Incentives
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed seventeen hours ago

at Private Advertiser

This is a Full time job

Base + Uncapped Earnings
  • High-quality inbound leads - no cold calling required
  • Direct coaching and mentoring from experienced leadership
  • Competitive salary, incentives and genuine career growth opportunities
  • High-quality inbound leads - no cold calling required
  • Direct coaching and mentoring from experienced leadership
  • Competitive salary, incentives and genuine career growth opportunities
Join a growing investment business as a Private Client Relationship Manager based in our Surfers Paradise office.
Join a growing investment business as a Private Client Relationship Manager based in our Surfers Paradise office.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17h ago
17h ago
Listed three days ago
  • An excellent package with amazing profile and benefits for the right candidate
  • This unique opportunity is rare in the Brisbane market
  • This Brisbane based role is working for some of the best in Australia
  • An excellent package with amazing profile and benefits for the right candidate
  • This unique opportunity is rare in the Brisbane market
  • This Brisbane based role is working for some of the best in Australia
Looking for a pro-active, professional and client-focussed individual for this rare opportunity!
Looking for a pro-active, professional and client-focussed individual for this rare opportunity!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed one day ago
  • Be part of the expansion of our Melbourne Private Wealth Service team.
  • Fantastic entry point into a long-term career within BFG.
  • Full training and career development on offer.
  • Be part of the expansion of our Melbourne Private Wealth Service team.
  • Fantastic entry point into a long-term career within BFG.
  • Full training and career development on offer.
Kickstart your career in wealth management - gain hands on portfolio administration experience with full training and long-term career development.
Kickstart your career in wealth management - gain hands on portfolio administration experience with full training and long-term career development.
subClassification: Stockbroking & TradingStockbroking & Trading
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed six days ago

at Private Advertiser
Immediate start

This is a Full time job

  • Melbourne | Hybrid Flexibility | Leading Australian Private Group
  • Must be CA / CPA Qualified
  • Must have experience supporting a family office and its associated entities
  • Melbourne | Hybrid Flexibility | Leading Australian Private Group
  • Must be CA / CPA Qualified
  • Must have experience supporting a family office and its associated entities
Hybrid position as Finance Manager, supporting the Family & Investments Office for a leading Australian Private Group
Hybrid position as Finance Manager, supporting the Family & Investments Office for a leading Australian Private Group
subClassification: Financial Managers & ControllersFinancial Managers & Controllers
classification: Accounting(Accounting)
6d ago
6d ago
Listed two days ago
  • Executive role driving national capital raising strategy
  • Drive sophisticated investor relationships across private wealth
  • Proven track record delivering strong above-market investor returns nationally
  • Executive role driving national capital raising strategy
  • Drive sophisticated investor relationships across private wealth
  • Proven track record delivering strong above-market investor returns nationally
Lead capital raising across HNW/UHNW investors for a leading commercial property funds manager with strong national growth plans.
Lead capital raising across HNW/UHNW investors for a leading commercial property funds manager with strong national growth plans.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed seven days ago

This is a Full time job

$150,000 - $160,000 + super + salary sacrificing
  • Lead modelling, feasibilities & funding across a growing housing portfolio.
  • Strategic yet hands on role partnering with Executive Housing leaders.
  • Ideal for a commercial finance leader from property or development sectors.
  • Lead modelling, feasibilities & funding across a growing housing portfolio.
  • Strategic yet hands on role partnering with Executive Housing leaders.
  • Ideal for a commercial finance leader from property or development sectors.
Commercial finance leadership role supporting housing, property & development strategy within a purpose driven organisation.
Commercial finance leadership role supporting housing, property & development strategy within a purpose driven organisation.
Recruited bySarah Kettlewell
subClassification: Financial Managers & ControllersFinancial Managers & Controllers
classification: Accounting(Accounting)
7d ago
7d ago
Listed nine days ago
  • An excellent package with amazing profile and benefits for the right candidate
  • This unique opportunity is rare in the Brisbane market
  • This Brisbane based role is working for some of the best in Australia
  • An excellent package with amazing profile and benefits for the right candidate
  • This unique opportunity is rare in the Brisbane market
  • This Brisbane based role is working for some of the best in Australia
Looking for a pro-active, professional and client-focussed individual for this rare opportunity!
Looking for a pro-active, professional and client-focussed individual for this rare opportunity!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed twenty five days ago
Be the trusted link between clients and advisors, ensuring seamless service and portfolio coordination.
Be the trusted link between clients and advisors, ensuring seamless service and portfolio coordination.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
25d agoExpiring
25d agoExpiring
Listed ten hours ago

Be an early applicant

This is a Full time job

$85K – $95K base + super + bonuses OTE $154k
  • Consultative client-facing role — no cold prospecting, all client leads supplied
  • Premium Brisbane property investment advisory firm for sophisticated clients
  • $85K–$95K + super + monthly performance bonus + pathway to Senior Advisor roles
  • Consultative client-facing role — no cold prospecting, all client leads supplied
  • Premium Brisbane property investment advisory firm for sophisticated clients
  • $85K–$95K + super + monthly performance bonus + pathway to Senior Advisor roles
Join a premium property wealth advisory firm in a high-trust, highly accountable, client consultative role with structured career progression.
Join a premium property wealth advisory firm in a high-trust, highly accountable, client consultative role with structured career progression.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
10h ago
10h ago
Listed six days ago
  • Work with high-end clients
  • Full back-office support
  • 20+ staff Boutique Private Wealth Firm
  • Work with high-end clients
  • Full back-office support
  • 20+ staff Boutique Private Wealth Firm
Looking for a Senior Financial Adviser to join a mid- sized boutique and inherit a book of high end clients. Leadership experience highly regarded.
Looking for a Senior Financial Adviser to join a mid- sized boutique and inherit a book of high end clients. Leadership experience highly regarded.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed three days ago

This is a Full time job

$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)
3d ago
3d ago
Listed thirteen hours ago
  • HNW client exposure with complex tax & structuring work in a leading Big 4 firm
  • Manage client portfolios and deliver advisory and compliance services
  • Collaborative team with strong cross-service line exposure & career progression
  • HNW client exposure with complex tax & structuring work in a leading Big 4 firm
  • Manage client portfolios and deliver advisory and compliance services
  • Collaborative team with strong cross-service line exposure & career progression
Senior Manager role in Big 4 Brisbane private client team advising HNW individuals, leading tax advisory, structuring, compliance and team leadership.
Senior Manager role in Big 4 Brisbane private client team advising HNW individuals, leading tax advisory, structuring, compliance and team leadership.
subClassification: Business Services & Corporate AdvisoryBusiness Services & Corporate Advisory
classification: Accounting(Accounting)
13h ago
13h ago
Listed twenty two days ago

This is a Full time job

$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)
22d ago
22d ago
Listed twenty seven days ago
Unique opportunity for someone passionate about financial markets, looking to build a long term career in wealth management support.
Unique opportunity for someone passionate about financial markets, looking to build a long term career in wealth management support.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
27d agoExpiring
27d agoExpiring
Listed seven days ago
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Hybrid office/work-from-home environment
  • Develop your career with our high-performing financial planning team
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Hybrid office/work-from-home environment
  • Develop your career with our high-performing financial planning team
Join the Perpetual Private team supporting in the delivery of professional and high-quality financial planning services.
Join the Perpetual Private team supporting in the delivery of professional and high-quality financial planning services.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed ten days ago
  • More time off for the things that matter - Up to 6 weeks' leave
  • Based in Perth CBD
  • Be an active contributor for your team
  • More time off for the things that matter - Up to 6 weeks' leave
  • Based in Perth CBD
  • Be an active contributor for your team
As an Associate, the role is focused on providing professional and high-quality investment management advice and supporting new and existing Perpetual
As an Associate, the role is focused on providing professional and high-quality investment management advice and supporting new and existing Perpetual
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed eight days ago
  • Collaborative work environment
  • Family-owned business that focusses on work-life balance
  • Use your Xplan and platform expertise to drive efficiency and client outcomes
  • Collaborative work environment
  • Family-owned business that focusses on work-life balance
  • Use your Xplan and platform expertise to drive efficiency and client outcomes
Your Next Career Move Starts Here – Become a Client Services Manager at Watson Wealth!
Your Next Career Move Starts Here – Become a Client Services Manager at Watson Wealth!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed sixteen days ago

This is a Full time job

$75,000 – $90,000 per year
  • Award Winning Firm where you will look forward to coming to work
  • Challenging and Interesting role with a diverse portfolio of responsibilities
  • Attractive Salary and Career Progression
  • Award Winning Firm where you will look forward to coming to work
  • Challenging and Interesting role with a diverse portfolio of responsibilities
  • Attractive Salary and Career Progression
This is an excellent opportunity to work with one of Australia's most highly regarded Financial Advice Firms assisting High Net Wealth Clients.
This is an excellent opportunity to work with one of Australia's most highly regarded Financial Advice Firms assisting High Net Wealth Clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed nine days ago

This is a Full time job

$140,000 – $160,000 per year
  • Supportive Melbourne-based wealth management team with hybrid flexibility
  • Work with high-net-worth clients & diversified investment portfolios
  • Competitive salary, professional growth & performance-based incentives
  • Supportive Melbourne-based wealth management team with hybrid flexibility
  • Work with high-net-worth clients & diversified investment portfolios
  • Competitive salary, professional growth & performance-based incentives
Licensed Financial Advisor role in Melbourne advising HNW clients across investments, wealth planning & portfolio management.
Licensed Financial Advisor role in Melbourne advising HNW clients across investments, wealth planning & portfolio management.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed nine days ago

This is a Full time job

Brisbane QLD(Hybrid)
$140,000 – $175,000 + attractive bonus
  • Existing loyal clients + strong referrals and lead flow
  • No admin: full paraplanning & client support provided
  • Competitive pay, incentives, equity + flexible, fun culture
  • Existing loyal clients + strong referrals and lead flow
  • No admin: full paraplanning & client support provided
  • Competitive pay, incentives, equity + flexible, fun culture
Senior Adviser role with existing clients, strong leads, no admin. Top salary, incentives, equity. Flexible, fun culture with full support.
Senior Adviser role with existing clients, strong leads, no admin. Top salary, incentives, equity. Flexible, fun culture with full support.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed nineteen hours ago

This is a Part time job

$55,000 – $70,000 per year
We're seeking a Client Service Manager to provide administrative support to the Adviser team to assist in the delivery of financial advice to clients.
We're seeking a Client Service Manager to provide administrative support to the Adviser team to assist in the delivery of financial advice to clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
19h ago
19h ago
Listed ten days ago

This is a Full time job

$140,000 – $175,000 + attractive bonus
  • Existing loyal clients + strong referrals and lead flow
  • No admin: full paraplanning & client support provided
  • Competitive pay, incentives, equity + flexible, fun culture
  • Existing loyal clients + strong referrals and lead flow
  • No admin: full paraplanning & client support provided
  • Competitive pay, incentives, equity + flexible, fun culture
Senior Adviser role with existing clients, strong leads, no admin. Top salary, incentives, equity. Flexible, fun culture with full support.
Senior Adviser role with existing clients, strong leads, no admin. Top salary, incentives, equity. Flexible, fun culture with full support.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed twenty one hours ago
Seeking a Asset Portfolio Manager oversee strategic and operational performance across a diverse portfolio of embedded networks and energy assets.
Seeking a Asset Portfolio Manager oversee strategic and operational performance across a diverse portfolio of embedded networks and energy assets.
subClassification: Power Generation & DistributionPower Generation & Distribution
classification: Mining, Resources & Energy(Mining, Resources & Energy)
21h ago
21h ago
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