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Listed nine hours ago

Assistant Advisor - Wealth Advisory / Financial Planning

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

This is a Full time job

Sydney NSW(Hybrid)
  • Looking 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!
Responsive hirer
9h ago
Listed nine hours ago

Associate Advisor - Wealth Advisory

at William Buck (NSW) Pty Limited

This is a Full time job

Sydney NSW
  • Looking 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
Fantastic opportunity or an experienced Associate Advisor to join an award winning Wealth Advisory division
Responsive hirer
9h ago
Listed twenty two days ago

Client Services Manager / Associate Adviser

at Wealth effect

This is a Full time job

Currumbin, Gold Coast QLD(Hybrid)
$90,000 – $100,000 per year
  • Real responsibility and visibility across a growing business
  • Work from home one day per week after probation
  • A pathway into an Associate Adviser role if that's where you want to go
Client Services Manager / Associate Adviser managing client files, reviews and adviser support.
Responsive hirer
22d ago
Listed seventeen days ago

Senior Financial Adviser | Wealth Partner – Equity Opportunity

at Cooee Wealth Partners
Immediate start

This is a Full time job

Sydney NSW(Remote)
$160,000 + Super + Bonus
  • Established $600K recurring revenue – no need to bring your own clients.
  • Genuine pathway to purchase up to 49% equity at $1M recurring revenue.
  • $160K + super | Multiple referral channels | Build a business, not just a job.
Build a wealth business you can own. Start with $600K in recurring revenue, grow through established referral channels and unlock the opportunity.
Responsive hirer
17d ago
Listed two days ago

Investment Analyst

at Praemium Limited

This is a Full time job

Melbourne VIC(Hybrid)
An opportunity to apply your investment manager research skills across a broad range of asset classes
2d ago
Listed twenty four days ago

Wealth Operations Manager | Financial Planning & Wealth Management

at Integrate Recruitment

This is a Full time job

Melbourne VIC
$120,000 – $140,000 per year + Super
  • Lead high-performing teams and drive operational excellence
  • Award-winning workplace culture with genuine leadership opportunities
  • Join a growing wealth management group with future equity potential
Lead high-performing teams, drive operational excellence and make your mark within a growing wealth management group. Future equity potential!
Responsive hirer
24d ago•Expiring
Listed four hours ago

Senior Client Services Officer

at Capital Recruit
Be an early applicant

This is a Full time job

Canberra ACT
  • Lead complex advice implementation and client servicing
  • Mentor and lead a junior client services team
  • Permanent, full-time opportunity in Canberra
Join Lawrance Private Wealth as a Senior Client Services Officer, mentoring staff and delivering exceptional wealth management client service.
4h ago
Listed twenty five days ago

Head of Finance

at Access Wealth

This is a Full time job

Melbourne VIC(Remote)
$180,000 – $220,000 per year
  • 100% remote - work anywhere in Australia
  • Ownership and autonomy of function with high degree of influence
  • High-growth environment
Lead financial strategy and operations for a rapidly growing property investment advisory firm.
Responsive hirer
25d ago•Expiring
Listed fourteen days ago

Associate

at PSK Business Services

This is a Full time job

Brisbane QLD(Hybrid)
  • Full Time | 37.5hours / week | Brisbane CBD
  • Mentorship from Private Client Advisors | Study Assistance - eg through Kaplan
  • Workplace Benefits through FLARE and our Employee Assistance Program
Join the team at PSK and work closely with Advisers and clients to assist in research, development of strategies and portfolio selection.
Responsive hirer
14d ago
Listed twenty five days ago

Client Services Manager – Financial Advice

at M Wealth

This is a Full time job

Norwood, Adelaide SA
$75,000 – $85,000 per year
Senior Client Support role collaborating with financial advisors to maintain key client relationships and provide high-end service.
Responsive hirer
25d ago•Expiring
Listed three days ago

Wealth Platform Client Support - Investments

at Praemium Limited

This is a Full time job

Melbourne VIC(Hybrid)
  • Build your expertise across investments, managed accounts and superannuation
  • Work directly with financial advisers and own client queries end-to-end
  • Hybrid working, career development and a collaborative team culture
Support financial advisers across investments, platforms and super while building your career with Praemium.
3d ago
Listed one day ago

Strategic Paraplanner

at Lotus People

This is a Full time job

Sydney NSW
Up to $115
  • A clear pathway into private wealth and advice
  • A highly regarded name in Australian wealth management
  • $85,000 to $115,000 package, plus a discretionary bonus
Write complex SOAs for high net worth clients and work alongside advisers at a respected private wealth firm in Sydney.
1d ago
Listed three days ago

Investment Analyst

at Solitaire Executive Search

This is a Full time job

Malvern, Melbourne VIC
An exciting investment analyst role in a fast-growing boutique private credit investment firm located in the Eastern suburbs.
3d ago
Listed sixteen days ago

Client Services Manager

at The Money Hub

This is a Full time job

Essendon, Melbourne VIC
$80,000 – $90,000 per year
Build client relationships in financial planning. Competitive salary, flexible work, professional development opportunities.
16d ago
Listed three hours ago

Investment & Planning Assistant

at SPM Investment Group Pty Ltd
Be an early applicant

This is a Full time job

Maroochydore, Sunshine Coast QLD
  • Ongoing industry training / mentoring
  • Active Client Management
  • Investment Management
SPM holds its own AFSL Licence. You will be dealing with the wealth management of private families.
3h ago
Listed one day ago

Business Development Manager (Sydney or Melbourne)

at Selfwealth by Syfe

This is a Full time job

Melbourne VIC(Hybrid)
The Business Development Manager (“BDM”) role is a key part of a high performing sales and distribution team.
1d ago
Listed fourteen days ago

Private Wealth Adviser

at ANZ Banking group

This is a Full time job

Melbourne VIC
You will support Senior Private Wealth Advisers
14d ago•Expiring
Listed twenty three days ago

Private Wealth Advisors / Financial Planners - Boutique Firm

at Succession Recruitment

This is a Full time job

Sydney NSW(Hybrid)
  • Hybrid working (fully remote available if needed)
  • Competitive Salary - market leading commission / bonus structure
  • Positive & supportive atmosphere with highly regarded industry leaders
Are you an established Financial Adviser with a strong client following and a proven track record of managing retail or W/sale clients?
23d ago•Expiring
Listed three days ago

Client Relationship | Administration | Financial Planning

at PSK Business Services

This is a Full time job

Sutherland, Sydney NSW(Hybrid)
  • A growing advice business | National footprint | Centrally located in Sutherland
  • FLARE Employee Discounts | Employee Assistance Program | Paid Parental Leave
  • Hybrid - Work From Home Options
Drive outstanding client outcomes through adviser support, relationship management, and financial planning administration.
Responsive hirer
3d ago
Listed two days ago

Business Development Manager

at Profusion PAC Pty Ltd

This is a Full time job

Brisbane QLD(Hybrid)
$200k-$250k package (incl. super) + Bonus
Own Queensland for an established boutique investment manager. $200k-$250k package plus bonus. Build the territory, win new business, drive net FUM
2d ago
Listed twenty five 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.
Responsive hirer
25d ago•Expiring
Listed eleven days ago

General Manager - Commercial Performance and Governance

at Australian Retirement Trust

This is a Full time job

Brisbane QLD(Hybrid)
  • Lead a high-performing enterprise finance function
  • Partner directly with Executives, the CFO and Board
  • Influence enterprise strategy, investment and transformation decisions
Shape enterprise financial performance and commercial strategy at executive level!
11d ago
Listed eight days ago

Client Service Officer

at Frontier Wealth Group

This is a Full time job

Bella Vista, Sydney NSW
$70,000 – $80,000 per year
Seeking a dynamic Customer Service Officer to support our advisers in this growing financial services firm.
Responsive hirer
8d ago
Listed eight days ago

Senior Manager, Estate Management

at NSW Trustee and Guardian

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
$154,231 – $178,369 per year
Senior Manager, Estate Management at NSW Trustee and Guardian, you’ll lead teams delivering customer-centred financial management services
8d ago•Expiring
Listed two days ago

Family Office Support Manager

at Partnership Wealth

This is a Full time job

Perth WA
Fantastic opportunity to join a growing, sophisticated team of professionals
2d ago
Listed two days ago

Team Leader: Client Onboarding

at Neo Talent

This is a Full time job

Sydney NSW(Hybrid)
Join a leading wealth management firm to build and lead a new Client Onboarding function, bringing strong AML/KYC expertise and people leadership.
2d ago
Listed five days ago

Portfolio Services Associate

at Perigon Group Pty Limited

This is a Full time job

Brisbane QLD(Hybrid)
  • Established, supportive team with excellent culture and strong tenure
  • Exciting growth across a leading investments & wealth management business
  • Open to investment operations, accounting and broader finance backgrounds
Join a growing wealth / investments group. Great opportunity for investment operations professionals or those looking to pivot into investments.
Recruited byHaydn Furness
5d ago
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