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This is a featured job

Senior Investment Strategist Sales

at Phoenix Wealth Consultants
Be an early applicant

This is a Contract/Temp job

Brisbane QLD(Remote)
$150,000 – $225,000 per year
  • Qualified Leads - No Cold Calls, Work from Home, Professional Support & Training
  • Flexible hours & Quality of Life: earn $150k (minimum) or $240k (target) or more
  • Professional team - Brokers, Financial Advisors, Real Estate, Accountants,
You present a Financial Strategy to a qualified client & then Project Manage the implementation of the Strategy with a team of qualified experts!
subClassification: Sales Representatives/ConsultantsSales Representatives/Consultants classification: Sales(Sales)
Featured
This is a featured job

Client Services Manager

at Savant Private Equity

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
$75,000 + Bonuses ($105,000 O.T.E.)
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Collaborative, supportive team culture
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
Listed nineteen hours ago

Private Client Advisor - Wealth Management

at FS Recruitment Solutions

This is a Full time job

Melbourne VIC(Hybrid)
$160,000 – $180,000 per year plus super
Take your advice career further with sophisticated clients, complex strategies, real autonomy and the support to deliver your very best work.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
19h ago
Listed three days ago

Client Services Manager - Wealth Management

at Gamma Wealth Group Pty Ltd

This is a Full time job

Broadbeach, Gold Coast QLD
  • Build meaningful relationships & make an impact on clients' financial journeys.
  • Receive mentoring and development within a growing wealth management business.
  • Enjoy a supportive, collaborative team culture in our Broadbeach office.
Join our collaborative team in Broadbeach as a Client Service Manager and help deliver exceptional client experiences.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed sixteen hours ago

Client Service Officer - Wealth Advisory

at FS Recruitment Solutions

This is a Full time job

Melbourne VIC(Hybrid)
$80,000 – $85,000 per year plus super
Build your wealth management career with a clear pathway from CSO to Associate Adviser, flexible WFH and a supportive team culture.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
16h ago
Listed three days ago

Private Wealth Associate

at Randstad - Banking & Financial Services

This is a Full time job

Canberra ACT(Hybrid)
$80k - $95k p.a.
A leading wealth management firm in Canberra is seeking an organized, client-focused Private Wealth Associate.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed two days ago

Advisor - Wealth Advisory

at William Buck (NSW) Pty Limited
Be an early applicant

This is a Full time job

Sydney NSW(Hybrid)
  • Flexible working hours, and 2 WFH days
  • Competitive Salary
  • Social, Collaborative and Hybrid workplace
Are you eager to join a dynamic team in Wealth Advisory?
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
2d ago
Listed sixteen days ago

Wealth Management - Client Services

at Randstad - Banking & Financial Services

This is a Full time job

Sydney NSW(Hybrid)
$87,000 package (inc super)
Wealth CS Consultant | Sydney CBD | $87k incl. Super. Hybrid role at a global firm. 1yr+ Wealth/Super exp. required to support Advisors.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
16d ago
Listed seven days ago

Graduate Opportunity - Wealth Management - Advisor Support

at GOW Recruitment

This is a Full time job

Canberra ACT
Up to $90k Package
  • Proactive Office and Excellent Team Environment
  • Permanent Opportunity - CBD Based
  • Up to $90k package
Graduate Advisor Support opportunity to work for a Tier One Wealth Management Firm
subClassification: Stockbroking & TradingStockbroking & Trading classification: Banking & Financial Services(Banking & Financial Services)
7d ago
Listed nine days ago

Associate

at LGT Wealth Management

This is a Contract/Temp job

Melbourne VIC(Hybrid)
Join LGT Wealth Management, one of Australia’s leaders in private wealth advice and part of the world’s largest family-owned wealth management group.
subClassification: Management & SupportManagement & Support classification: Call Centre & Customer Service(Call Centre & Customer Service)
9d ago
Listed twenty two 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)
22d ago
Listed two days ago

Project Manager - Wealth Management

at SustainRecruit

This is a Full time job

Melbourne VIC(Hybrid)
Project manager required to support tech change and business uplift within growing weatlh management firm.
subClassification: Stockbroking & TradingStockbroking & Trading classification: Banking & Financial Services(Banking & Financial Services)
2d ago
Listed eighteen minutes ago

Senior Investment Strategist Sales

at Phoenix Wealth Consultants
Be an early applicant

This is a Contract/Temp job

Brisbane QLD(Remote)
$150,000 – $225,000 per year
  • Qualified Leads - No Cold Calls, Work from Home, Professional Support & Training
  • Flexible hours & Quality of Life: earn $150k (minimum) or $240k (target) or more
  • Professional team - Brokers, Financial Advisors, Real Estate, Accountants,
You present a Financial Strategy to a qualified client & then Project Manage the implementation of the Strategy with a team of qualified experts!
subClassification: Sales Representatives/ConsultantsSales Representatives/Consultants classification: Sales(Sales)
18m ago
Listed one day ago

Client Service Officer (CSO) - Wealth Management

at Count GC Pty Ltd

This is a Full time job

Southport, Gold Coast QLD
  • Build meaningful client relationships & provide strategic support
  • Great team culture and office environment
  • Southport and Coolangatta office locations on the GC
Take the reigns of your career! Great team environment, competitive salary, flexible work, and professional development.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
1d ago
Listed one day ago

Client Services Representative

at Australian Unity

This is a Full time job

Melbourne VIC(Hybrid)
  • Exposure to wealth management / investment products
  • Strong foundation role for careers in financial services operations
  • Opportunity to develop technical product knowledge
This role ensures that everything behind the scenes of the wealth platform runs smoothly
subClassification: Fund AdministrationFund Administration classification: Insurance & Superannuation(Insurance & Superannuation)
1d ago
Listed twenty two days ago

Client Service Associate - Wealth Management

at GOW Recruitment

This is a Full time job

Sydney NSW
$80k to $85k plus super
  • $80k to $85k plus super
  • Prime CBD location
  • Dedicated and Driven team environment
Bring your CSA, Wealth Operations or platform experience to a proactive Global Wealth Manager.
subClassification: Stockbroking & TradingStockbroking & Trading classification: Banking & Financial Services(Banking & Financial Services)
22d ago
Listed one day ago

Client Services Associate

at INTRALINK WEALTH MANAGEMENT

This is a Full time job

Melbourne VIC
$65,000 – $75,000 per year
Deliver exceptional service, build trust, learn the foundations of wealth management from the ground up. Start your career with a respected firm.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
1d ago
Listed two days ago

Client Relationship Manager | Administration | Financial Planning

at PSK Business Services

This is a Full time job

Sydney NSW(Hybrid)
  • A growing advice business | National footprint | Sydney CBD location
  • Workplace Benefits: FLARE | Employee Assistance Program | Paid Parental Leave
  • Hybrid | Work From Home Options
Come join the PSK team in Sydney! Become a key member of the Advice team assisting Advisers and creating ongoing relationships with clients.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
2d ago
Listed twenty one hours ago

Client Services Manager

at Savant Private Equity

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
$75,000 + Bonuses ($105,000 O.T.E.)
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Collaborative, supportive team culture
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)
21h ago
Listed seventeen days ago

Associate Financial Advisor

at MW Wealth Management

This is a Full time job

Richmond, Melbourne VIC
$95,000 – $130,000 per year
Build a real career in wealth management—support advisers, drive client outcomes, and grow fast with clear progression (Melbourne)
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
17d ago
Listed nine days ago

Private Client Director

at Fuse Recruitment

This is a Full time job

Brisbane QLD(Remote)
AUD 180000 per annum
  • $183,000 + super + commission
  • Fully remote position with flexibility to work from anywhere in Australia.
  • Qualified marketing-generated opportunities provided
Are you an experienced Wealth Adviser, Private Banker or Investment Specialist looking to focus purely on business development?
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
9d ago
Listed two days ago

Office Manager/ Private Wealth Assistant

at Ord Minnett Holdings P/L
Immediate start

This is a Full time job

Perth WA
  • Management opportunity that supports an office of Financial Advisers
  • Lead day-to-day office operations
  • Opportunity to drive process improvements
An exciting office management opportunity for a highly-organised professional with an interest in wealth management.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
2d ago
Listed two days ago

New Business Manager

at Praemium Limited

This is a Full time job

Sydney NSW(Hybrid)
  • Drive growth across Sydney’s HNW and private wealth adviser market
  • Build trusted adviser relationships with a leading wealth platform
  • Join a flexible, high-performing team shaping wealth management growth
Exciting Platform new business development opportunity targeting the HNW advice and private wealth sector in Sydney
subClassification: Funds ManagementFunds Management classification: Banking & Financial Services(Banking & Financial Services)
2d ago
Listed twenty one hours ago

Client Services Manager

at Savant Private Equity
Be an early applicant

This is a Full time job

Bundall, Gold Coast QLD(Hybrid)
$75,000 + Bonuses ($105,000 O.T.E.)
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Collaborative, supportive team culture
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)
21h ago
Listed two days ago

Junior Financial Planner/Professional Year Candidate

at Index Wealth

This is a Full time job

Melbourne 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)
2d ago
Listed fifteen days ago

Private Wealth Advisor

at Candour Capital

This is a Full time job

Chatswood, Sydney NSW
Join Candour Capital to grow your client base with full support, real earning potential, and a collaborative team behind you.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
15d ago
Listed nine days ago

Paraplanner/Client Relationship Manager

at Up Wealth Management

This is a Full time job

Canberra ACT
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. Ongoing mentoring, training and career path
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
The primary role will be to produce quality advice documents, as well as providing administrative support to the advisers/owners within the business.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
9d ago
Listed six days ago

Practice Manager - Wealth Management

at Roc Consulting

This is a Full time job

Southport, Gold Coast QLD
$120k - $130k p.a.
  • Outstanding wealth management firm based in Southport
  • Work within a highly motivated team
  • Great perks and benefits on offer
Impressive wealth management firm based in Southport. Key leadership role to drive change and implement change. Highly motivated team.
Recruited byDesha Joseph
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
6d ago
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