Associate Financial Adviser

**Financial Adviser Associate** **What can you expect?** What we offer is a chance to join a company that is not only winning, but is transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. This means that great performers are greatly rewarded. We pride ourselves on...

Join an ASX listed Wealth Management Organisation Work with experienced Private Wealth Advisers and be part of a team and culture that values people Excellent opportunity to add value in this influential role Ballarat location (supporting hybrid/flexible working) Shadforth is an award-winning Australian Wealth Management business, with a history dating...

About UsAt Insignia Financial, we pride ourselves on being one of Australia's leading financial advisory firms. Our team is dedicated to building deep relationships with our clients to deliver greater peace of mind about their current needs and financial futures.A Career in Financial AdviceWe have a proud history of helping Australians achieve real financial...

Senior Associate Adviser Role OverviewWe are seeking a skilled Senior Associate Adviser to join our team and contribute to the delivery of exceptional client service and advice. As a Senior Associate Adviser, you will play a crucial role in managing client relationships, providing high-quality advice, and supporting the growth of our business.Key...

**Financial Adviser** **What can you expect?** What we offer is a chance to join a company that is not only winning, but is transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. This means that great performers are greatly rewarded. We pride ourselves on providing...

Join an ASX listed Wealth Management Organisation Work with experienced Private Wealth Advisers and be part of a team and culture that values people Excellent opportunity to add value in this influential role Ballarat and Geelong locations (supporting hybrid/flexible working) Shadforth is an award-winning Australian Wealth Management business, with a history...

About the RoleWe are seeking a highly skilled Senior Financial Adviser to join our team at Findex. As a Senior Financial Adviser, you will be responsible for meeting new clients, understanding their financial needs, and developing joint account plans with our Accounting team.Key ResponsibilitiesMeet and engage with new clients, understanding their financial...

Financial Planning Assistant **Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - Based in Ballarat, Permanent Full Time Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory firms...

Financial Planning Assistant **Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - Based in Collins St, Permanent Full Time Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory firms...

About the RoleWe are seeking a Client Relationship Manager to join our team at Insignia Financial in Geelong/Collins Street.In this role, you will be responsible for preparing information, meeting packs, updating records, and facilitating the implementation of financial advice that our advisors recommend to our clients.You will also manage, schedule, and...

**Phone Based Financial Adviser** **What can you expect?** What we offer is a chance to join a company that is not only winning, but is transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. This means that great performers are greatly rewarded. We pride ourselves on...

About the Role:We are seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business. As a key member of our team, you will excel at meeting new clients and enjoy the initial discovery phase.Key Responsibilities:Meet and engage with new clients, understanding their financial needs and goals.Manage the client advice process from...

Senior Associate Adviser RoleWe are seeking an experienced Senior Associate Adviser to join our team at Shadforth, a leading Australian Wealth Management business. In this influential role, you will play a critical part in managing the advice needs of our existing clients and supporting our growth journey through new clients.About the OpportunityThis is an...

Head of Analytics, Financial Adviser Services **About Vanguard** More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this...

Financial Crime Operations Associate **About Vanguard** More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day,...

Seeking an Adviser (Listings) to join a dynamic legal team, shaping Australia's listed market, fostering learning, and career growth._ - Work at the heart of legal and corporate governance in the listed market. - Engage directly with diverse listed entities, gaining invaluable experience. - Enjoy a supportive work environment with a strong work-life...

**About Vanguard** More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external...

Min Experience- 2 yearsYour team - A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. - Working as part of the broader organisation of employees including: - Support roles including Office Manager, Front of House and Reception, Executive Assistant. - Operations team. - Specialists within...

Min Experience- 2 yearsYour team - A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. - Working as part of the broader organisation of employees including: - Support roles including Office Manager, Front of House and Reception, Executive Assistant. - Operations team. - Specialists within...

About the RoleWe are seeking a highly skilled Financial Planning Consultant to join our team in Ballarat. As a key member of our Advice Team, you will be responsible for managing the advice needs of our existing clients and supporting our growth journey through new clients.The ideal candidate will have a strong understanding of tax, superannuation,...