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This is a featured job

This is a Full time job

$75,000 – $90,000 per year
  • Direct mentorship from the principal
  • Real client exposure from day one
  • A team that brings energy and personality to the work
  • Direct mentorship from the principal
  • Real client exposure from day one
  • A team that brings energy and personality to the work
Advisor pathway at a boutique Melbourne practice. Direct mentorship from the principal, real client work, clear path to PY in 18–24 months.
Advisor pathway at a boutique Melbourne practice. Direct mentorship from the principal, real client work, clear path to PY in 18–24 months.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

at Private Advertiser

This is a Full time job

$130,000 – $150,000 + Super + Bonus
  • Step into an established, high-quality portfolio of wholesale/HNW clients.
  • Work in a high-performing environment with strong internal support.
  • Exposure to sophisticated strategies, complex portfolios and meaningful work.
  • Step into an established, high-quality portfolio of wholesale/HNW clients.
  • Work in a high-performing environment with strong internal support.
  • Exposure to sophisticated strategies, complex portfolios and meaningful work.
Step into an established, high-quality portfolio of wholesale/HNW clients. Sydney CBD with supportive culture and performance-based bonus structure.
Step into an established, high-quality portfolio of wholesale/HNW clients. Sydney CBD with supportive culture and performance-based bonus structure.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed twenty days ago
  • Career-defining opportunity with structured learning & development
  • Client-facing role serving best-in-class HNW & UHNW clients
  • Collaborative team that fosters growth, connection and excellence
  • Career-defining opportunity with structured learning & development
  • Client-facing role serving best-in-class HNW & UHNW clients
  • Collaborative team that fosters growth, connection and excellence
Advance your career in a highly respected firm with a sophisticated client base.
Advance your career in a highly respected firm with a sophisticated client base.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed twenty three days ago

Expiring soon

This is a Full time job

  • Client facing role serving best in class high net worth clients
  • Structured & ongoing learning and development opportunities
  • Supportive team environment that champions collaboration and growth
  • Client facing role serving best in class high net worth clients
  • Structured & ongoing learning and development opportunities
  • Supportive team environment that champions collaboration and growth
Exciting opportunity for a motivated professional with 2+ years' experience looking to advance their career in wealth advisory.
Exciting opportunity for a motivated professional with 2+ years' experience looking to advance their career in wealth advisory.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
23d ago
23d ago
Listed sixteen hours ago

Be an early applicant

This is a Full time job

$104,722 - $113,618 per annum + 12.75% super
  • Permanent AO5 leadership opportunity within Customer Experience and Delivery
  • Manage people and complex matters in a purpose driven organisation
  • Base salary + 12.75% super and generous leave entitlements
  • Permanent AO5 leadership opportunity within Customer Experience and Delivery
  • Manage people and complex matters in a purpose driven organisation
  • Base salary + 12.75% super and generous leave entitlements
Are you an experienced leader passionate about customer service? Join today for your next challenge within QPT Customer Experience Delivery Program!
Are you an experienced leader passionate about customer service? Join today for your next challenge within QPT Customer Experience Delivery Program!
subClassification: Office ManagementOffice Management
classification: Administration & Office Support(Administration & Office Support)
16h ago
16h ago
Listed nineteen days ago

This is a Full time job

$75,000 – $90,000 per year
  • Direct mentorship from the principal
  • Real client exposure from day one
  • A team that brings energy and personality to the work
  • Direct mentorship from the principal
  • Real client exposure from day one
  • A team that brings energy and personality to the work
Advisor pathway at a boutique Melbourne practice. Direct mentorship from the principal, real client work, clear path to PY in 18–24 months.
Advisor pathway at a boutique Melbourne practice. Direct mentorship from the principal, real client work, clear path to PY in 18–24 months.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
19d ago
19d ago
Listed seventeen hours ago

This is a Full time job

$80,000 – $100,000 per year
CSO role supporting HNW clients with a clear pathway to Adviser. Join a boutique firm offering holistic advice, strong mentoring, and career growth.
CSO role supporting HNW clients with a clear pathway to Adviser. Join a boutique firm offering holistic advice, strong mentoring, and career growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17h ago
17h ago
Listed sixteen hours ago
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)
16h ago
16h ago
Listed seventeen hours ago

Be an early applicant

This is a Full time job

$80,000 – $100,000 per year
CSO role supporting HNW clients with a clear pathway to Adviser. Join a boutique firm offering holistic advice, strong mentoring, and career growth.
CSO role supporting HNW clients with a clear pathway to Adviser. Join a boutique firm offering holistic advice, strong mentoring, and career growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17h ago
17h ago
Listed nine days ago

at Private Advertiser

This is a Full time job

$130,000 – $150,000 + Super + Bonus
  • Step into an established, high-quality portfolio of wholesale/HNW clients.
  • Work in a high-performing environment with strong internal support.
  • Exposure to sophisticated strategies, complex portfolios and meaningful work.
  • Step into an established, high-quality portfolio of wholesale/HNW clients.
  • Work in a high-performing environment with strong internal support.
  • Exposure to sophisticated strategies, complex portfolios and meaningful work.
Step into an established, high-quality portfolio of wholesale/HNW clients. Sydney CBD with supportive culture and performance-based bonus structure.
Step into an established, high-quality portfolio of wholesale/HNW clients. Sydney CBD with supportive culture and performance-based bonus structure.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed ten days ago

This is a Full time job

$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)
10d ago
10d ago
Listed sixteen hours ago

Be an early applicant

This is a Full time job

$120,000 – $150,000 per year
Financial Planner opportunity managing established client relationships within a high-net-worth environment. Long-term equity pathway available.
Financial Planner opportunity managing established client relationships within a high-net-worth environment. Long-term equity pathway available.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16h ago
16h ago
Listed one day 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)
1d ago
1d ago
Listed nine days ago
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)
9d ago
9d ago
Listed twelve days ago

This is a Full time job

$80,000 – $100,000 per year
  • Client first approach - Always
  • If you’re hungry to grow, we’re ready to invest in you
  • Supportive, high-performing culture minus the corporate fluff
  • Client first approach - Always
  • If you’re hungry to grow, we’re ready to invest in you
  • Supportive, high-performing culture minus the corporate fluff
Being exceptional isn’t easy. But if you’re willing to learn, contribute and be challenged, we’ll back you all the way.
Being exceptional isn’t easy. But if you’re willing to learn, contribute and be challenged, we’ll back you all the way.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed seventeen days ago

This is a Full time job

$90,000 – $110,000 per year
  • $110,000 base salary + superannuation
  • Support team that actually supports you (paraplanners, admin, practice manager)
  • Mentoring from experienced advisers
  • $110,000 base salary + superannuation
  • Support team that actually supports you (paraplanners, admin, practice manager)
  • Mentoring from experienced advisers
Associate Adviser role. Mentored pathway to your own client base. Family-run Perth firm. Established clients. Structured development with support.
Associate Adviser role. Mentored pathway to your own client base. Family-run Perth firm. Established clients. Structured development with support.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed twenty two days ago

This is a Full time job

$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)
22d ago
22d ago
Listed twenty seven days ago

Expiring soon

This is a Full time job

$80,000 – $110,000 per year
  • Clear Career Pathway and Structured progression
  • Flexibility and work-life balance options for career support
  • Supportive and collaborative team environment
  • Clear Career Pathway and Structured progression
  • Flexibility and work-life balance options for career support
  • Supportive and collaborative team environment
Want a clear pathway into advice or paraplanning - Flexibility and work-life balance options for people who are happy in a career support role
Want a clear pathway into advice or paraplanning - Flexibility and work-life balance options for people who are happy in a career support role
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago
27d ago
Listed twenty days ago
  • 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)
20d ago
20d ago
Listed sixteen days ago

This is a Full time job

$110,000 – $130,000 per year + Perfomance Bonus
  • Step into a warm, family-run Perth practice with clients ready for you
  • Mentoring, clear salary progression and your own client book
  • Supportive office team helping everyday Western Australians
  • Step into a warm, family-run Perth practice with clients ready for you
  • Mentoring, clear salary progression and your own client book
  • Supportive office team helping everyday Western Australians
Adviser role in Perth helping everyday Australians, with mentoring, existing clients, real career progression and a supportive family-run team.
Adviser role in Perth helping everyday Australians, with mentoring, existing clients, real career progression and a supportive family-run team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed eight days ago

This is a Full time job

  • Flexi-Friday - opt in or out for a compressed work fortnight
  • Hybrid work environment - work from home and office
  • Supportive team environment with opportunity to grow a long-term career
  • Flexi-Friday - opt in or out for a compressed work fortnight
  • Hybrid work environment - work from home and office
  • Supportive team environment with opportunity to grow a long-term career
Join our Risk Insurance team at Findex as a Client Associate! First point of contact for a dedicated client portfolio, working closely with Advisers
Join our Risk Insurance team at Findex as a Client Associate! First point of contact for a dedicated client portfolio, working closely with Advisers
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed sixteen hours ago
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16h ago
16h ago
Listed ten days ago

This is a Full time job

Brisbane QLD(Hybrid)
Great salary plus 14% super and bonus potential
  • Support to balance work and home - enjoy additional 6 days leave per year
  • Meaningful work that directly improves members' financial futures
  • Opportunities to build sought-after expertise in super and retirement advice
  • Support to balance work and home - enjoy additional 6 days leave per year
  • Meaningful work that directly improves members' financial futures
  • Opportunities to build sought-after expertise in super and retirement advice
Shape better retirement outcomes through trusted advice. A rewarding Financial Adviser role with flexibility and purpose!
Shape better retirement outcomes through trusted advice. A rewarding Financial Adviser role with flexibility and purpose!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed one day ago

Be an early applicant

This is a Full time job

$120,000 – $130,000 per year
  • Work in a collaborative, client-focused environment
  • Modern office close to public transport, restaurants and amenities
  • Lead with purpose, plan with heart
  • Work in a collaborative, client-focused environment
  • Modern office close to public transport, restaurants and amenities
  • Lead with purpose, plan with heart
Are you passionate about empowering your clients? Join a team where your expertise is valued, your growth is supported, and your impact is real.
Are you passionate about empowering your clients? Join a team where your expertise is valued, your growth is supported, and your impact is real.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed three 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)
3d ago
3d ago
Listed eighteen hours ago
  • Friendly welcoming high performing team
  • Central CBD location, modern office fit-out and end-of-trip facilities
  • Hybrid work environment
  • Friendly welcoming high performing team
  • Central CBD location, modern office fit-out and end-of-trip facilities
  • Hybrid work environment
Lead a high-performing team while delivering compassionate, high-quality support to clients and their families.
Lead a high-performing team while delivering compassionate, high-quality support to clients and their families.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
18h ago
18h ago
Listed two days ago

Be an early applicant

This is a Full time job

Canberra ACT(Hybrid)
Great opportunity within a successful growing practice for a Financial Adviser to manage a quality client portfolio along with new business referrals.
Great opportunity within a successful growing practice for a Financial Adviser to manage a quality client portfolio along with new business referrals.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed one day 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)
1d ago
1d ago
Listed two 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)
2d ago
2d ago
Listed sixteen hours ago

Be an early applicant

This is a Full time job

$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)
16h ago
16h ago
Listed nine days ago

Be an early applicant

This is a Full time job

Adelaide SA(Hybrid)
$120,000 – $160,000 plus super per year
Private Client Advisor role in CBD. Inherit HNW clients, whist also working with referral partners for new business. Growth-focused team.
Private Client Advisor role in CBD. Inherit HNW clients, whist also working with referral partners for new business. Growth-focused team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed twenty nine days ago

Immediate start
Expiring soon

This is a Full time job

Sydney NSW(Hybrid)
$85,000 – $100,000 per year + SGC + Bonus
  • Hybrid work available
  • Supportive & collaborative team
  • Work in a high‑quality advice firm
  • Hybrid work available
  • Supportive & collaborative team
  • Work in a high‑quality advice firm
Join a boutique financial advice firm as a Client Service Manager, owning end‑to‑end Insurance & Wealth advice delivery
Join a boutique financial advice firm as a Client Service Manager, owning end‑to‑end Insurance & Wealth advice delivery
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
29d ago
29d ago
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