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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
Listed twenty two hours 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)
22h ago
22h ago
Listed two 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)
2d ago
2d ago
Listed thirteen 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)
13d ago
13d ago
Listed five days ago

This is a Full time job

$75k to $85k plus super
  • CBD Based
  • Exceptional organisation and Culture
  • $75k to $85k plus super
  • CBD Based
  • Exceptional organisation and Culture
  • $75k to $85k plus super
Tier one wealth manager keen to meet experienced operations professionals
Tier one wealth manager keen to meet experienced operations professionals
subClassification: Stockbroking & TradingStockbroking & Trading
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed one day 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)
1d ago
1d ago
Listed eight days ago
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed eight days ago
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed six 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)
6d ago
6d ago
Listed one day 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)
1d ago
1d ago
Listed fourteen 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)
14d ago
14d ago
Listed twenty two days ago
  • 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)
22d ago
22d ago
Listed eight days ago
  • Join the better big bank
  • We do culture differently - you'll find that difference is our greatest strength
  • Work for a bank with size and scale, ensuring your career growth and success
  • Join the better big bank
  • We do culture differently - you'll find that difference is our greatest strength
  • Work for a bank with size and scale, ensuring your career growth and success
Be part of a specialised team, connect with customers & staff through an outbound customer help function designed to assist with their wealth needs.
Be part of a specialised team, connect with customers & staff through an outbound customer help function designed to assist with their wealth needs.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed twenty six days ago

Expiring soon

This is a Full time job

$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)
26d ago
26d ago
Listed seven days ago
CSM - supporting 4 Advisors in Sydney
CSM - supporting 4 Advisors in Sydney
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed two 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)
2d ago
2d ago
Listed fifteen days ago

This is a Full time job

$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)
15d ago
15d ago
Listed five days ago
  • $90k to $100k plus super
  • Prime CBD location
  • Dedicated and Driven team environment
  • $90k to $100k plus super
  • Prime CBD location
  • Dedicated and Driven team environment
Exceptional opportunity to join a dynamic and professional advisory team.
Exceptional opportunity to join a dynamic and professional advisory team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed five 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)
5d ago
5d ago
Listed twenty six days ago

at E&P
Expiring soon

This is a Full time job

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)
26d ago
26d ago
Listed eight 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)
8d ago
8d ago
Listed five days ago
  • Exposure to complex, high net worth client work
  • Flexible working
  • A close-knit, high-performing team environment
  • Exposure to complex, high net worth client work
  • Flexible working
  • A close-knit, high-performing team environment
Exciting opportunity for an experienced Client Service Administrator who has outgrown transactional administration.
Exciting opportunity for an experienced Client Service Administrator who has outgrown transactional administration.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed twenty two days ago
  • Premium Brand
  • Exceptional Development Opportunities
  • Top Tier Clients
  • Premium Brand
  • Exceptional Development Opportunities
  • Top Tier Clients
Wealth advisory firm offering flexible work conditions, 3 days in the offices, Collins St based. Exceptional access to HNW and UHNW client.
Wealth advisory firm offering flexible work conditions, 3 days in the offices, Collins St based. Exceptional access to HNW and UHNW client.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed four days ago

This is a Full time job

$180,000 – $190,000 per year
Minimum 5 years of relevant full-time experience in financial advisory, securities dealing, managed investments
Minimum 5 years of relevant full-time experience in financial advisory, securities dealing, managed investments
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed eight 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)
8d ago
8d ago
Listed nine 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)
9d ago
9d ago
Listed four days ago

Be an early applicant

This is a Full time job

Canberra ACT(Hybrid)
$160K - $220K +
  • 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)
4d ago
4d ago
Listed twenty one 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)
21d ago
21d ago
Listed twenty four 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)
24d ago
24d ago
Listed twenty seven days ago

Expiring soon

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)
27d ago
27d ago
Listed sixteen 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)
16d ago
16d ago
Listed fifteen days ago
  • An excellent package with benefits for the right candidate
  • Brisbane CBD location
  • A unique opportunity that will take your career & profile to the next level!
  • An excellent package with benefits for the right candidate
  • Brisbane CBD location
  • A unique opportunity that will take your career & profile to the next level!
This rare opportunity as a Portfolio Analyst has arisen in a highly regarded and forward thinking business in Brisbane. This one is not to be missed!
This rare opportunity as a Portfolio Analyst has arisen in a highly regarded and forward thinking business in Brisbane. This one is not to be missed!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
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