This is a featured job
- 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
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This is a featured job
This is a Full time job
Brisbane QLD
Package tailored to the successful applicant
- Build trusted relationships that genuinely change lives
- Join a growing team with an outstanding culture and purpose
- Mentorship directly from an industry leader with 20+ years' experience
Help individuals, families, business owners and investors achieve what matters most through trusted relationships and genuinely holistic strategies.
Featured
Listed sixteen days ago
This is a Full time job
Pymble, Sydney NSW
$65,000 per year
Exceptional client service, modern collaborative environment, and career growth opportunities with a leading financial firm.
16d ago
Listed more than thirty days ago
This is a Full time job
Support advisers, refine advice, and deliver seamless client outcomes in a pivotal, high-impact role
30d+ ago•Expiring
Listed thirteen days ago
This is a Full time job
This role is suited for a relationship manager, wealth advisor who consistently delivers exceptional client experiences.
13d ago
Listed nine days ago
- 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
9d ago
Listed six days ago
This is a Full time job
Melbourne VIC(Hybrid)
Circa $220k plus Super and Incentives
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
6d ago
Listed ten hours ago
This is a Full time job
Sydney NSW(Hybrid)
Excellent base + Highly attractive bonus scheme
- This leading national Wealth Advisory firm is redefining great client experience
- Deliver holistic, high-value solutions unlock new opportunities & drive outcomes
- Enjoy uncapped earning potential in a flexible, growth-focused environment
Use your wealth advisory expertise to uncover challenges and deliver meaningful, high-impact solutions for your clients.
10h ago
Listed seven hours ago
This is a Part time job
Norwood, Adelaide SA
$70,000 – $85,000 per year
Part-time flexibility with meaningful work in wealth management. Join our supportive, client-focused team.
7h ago
Listed twenty two days ago
Lead & optimise advice operations, ensuring seamless client delivery, SLA performance and continuous improvement across our Associate teams
22d ago
Listed fourteen days ago
- 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
14d ago
Listed twenty seven days ago
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
- Work directly with UHNW clients across all aspects of financial advice/planning
Join a growing and collaborative Wealth Advisory division as an Assistant Advisor. Focussed and supported learning and pathway to Advisor!
27d ago•Expiring
Listed sixteen days ago
This is a Full time job
Brisbane QLD
Package tailored to the successful applicant
- Build trusted relationships that genuinely change lives
- Join a growing team with an outstanding culture and purpose
- Mentorship directly from an industry leader with 20+ years' experience
Help individuals, families, business owners and investors achieve what matters most through trusted relationships and genuinely holistic strategies.
16d ago
Listed more than thirty days ago
This is a Full time job
Experienced Client Services Officer wanted to deliver outstanding client outcomes in a modern, fast-growing advice business.
30d+ ago•Expiring
Listed sixteen days ago
This is a Full time job
Seeking experienced Client Service professionals to support advisers and clients in established firms across Melbourne.
16d ago
Listed fourteen days ago
This is a Full time job
Burwood, Melbourne VIC(Hybrid)
$85,000 – $90,000 per year plus super
Client Services Officer role in Blackburn. Supportive advice team, structured environment, strong processes and excellent long-term career stability.
14d ago
Listed twenty seven days ago
This is a Full time job
Sydney NSW(Hybrid)
- Are you ready to take your career in financial advice to the next level?
- Work directly with UHNW clients across all aspects of financial advice/plannin
- Great culture, great clients and clear pathway to Advisor
Fantastic opportunity or an experienced Associate Advisor to join an award winning Wealth Advisory division
27d ago•Expiring
Listed ten days ago
This is a Full time job
Broadmeadow, Newcastle, Maitland & Hunter NSW
$70,000 to $82,000 + Super + Bonus + More
- Strong commitment to ongoing development
- Work within a supportive & energetic team - Be Valued & Rewarded for your skills
- Free Parking Close to the Office - Some Handy Coffee Shops Close By
If you have the admin experience and the passion for client service, this is the firm you want to work with. Good remuneration and culture.
10d ago
Listed twenty seven days ago
This is a Full time job
Melbourne VIC(Hybrid)
Circa $220k plus Super and Incentives
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
27d ago•Expiring
Listed twenty seven days ago
This is a Full time job
Sydney NSW(Hybrid)
- Contribute to shaping the future of the Wealth Advisory division
- Work directly with UHNW clients on all aspects of financial advice/planning
Join William Buck’s growing Wealth Advisory team as a Senior Advisor/ Principal and help shape the future of financial advice
27d ago•Expiring
Listed twenty days ago
This is a Full time job
Sydney NSW(Remote)
AUD 183000 per annum
- Attractive salary package
- Remote working arrangements
- Ongoing training with industry professionals
If you're a dynamic Wealth Advisor or Investment Banker, that love working with HNW clients, apply here!
Recruited byLachlan Young
20d ago
Listed nineteen days ago
- Join a growing financial planning firm impacting real client outcomes.
- Own process improvement and support smooth end-to-end operations.
- Build a long-term career in a supportive team with training and progression.
Exciting opportunity to join a growing team, supporting our advice team to improve processes and deliver meaningful client outcomes.
19d ago
Listed twenty days ago
This is a Full time job
Melbourne VIC(Remote)
AUD 183000 per annum
- 100% Business Development Focus
- Qualified inbound investor leads
- Fully remote, Australia-wide role
Acquire high-net-worth clients for a global investment manager in a fully remote, business development-focused role.
20d ago
Listed twenty four days ago
This is a Full time job
Richmond, Melbourne VIC(Hybrid)
$180,000 + super per year depending on experience
Senior Practice Manager role leading compliance, advice quality and team performance within a structured, growth-focused financial planning firm.
24d ago•Expiring
Listed fourteen days ago
- Growing Business
- High Impact Role
- Long term career
Lead business transformation projects within a rapidly growing wealth management group. Ideal for an experienced Project Manager.
14d ago
Listed three days ago
This is a Full time job
We’re looking for an experienced Delivery Lead to join Insignia Financial’s Advice & Customer Technology team and play a critical role in...
3d ago
Listed twenty seven days ago
- [12-Month Fixed-Term Contract |$85k-$95k + super| Sydney based]
- Support investors across onboarding, transfers and account enquiries.
- Deliver exceptional customer experiences across wealth products.
Join a leading wealth platform transforming how people invest and build long-term wealth. Deliver exceptional customer support to investors.
27d ago•Expiring
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