
Career Opportunities in Financial Planning and Wealth Management
1 week ago
As a Financial Services Professional, you will be part of a dynamic team that provides expertise in financial planning, investment advice, and wealth management.
- Financial planning and portfolio management
- Retirement planning, superannuation, and risk management
- Inter-generational wealth transfer and strategic planning
- Data accuracy and consistency, procedural advice
- Supporting financial advisers and conducting administrative tasks
- Currently studying towards or completed a Bachelor's degree in Business/Commerce, Accounting, Economics with a Finance major
- Strong professional values, effective communication, and self-motivation
- Proactive, resilient, and committed to continuous learning and development
Join our company and take on new challenges in a supportive environment. Apply today
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Financial Planning Practice Manager
2 weeks ago
Perth, Western Australia Everest Private Wealth Full timeAdd expected salary to your profile for insightsWe at Everest Wealth are seeking an organised, proactive and detailed Practice Manager to join our growing team. This is an exciting opportunity to contribute to the wellbeing of our staff and success of the practice, in a vibrant and supportive environment.Everest Wealth is a dynamic and forward-thinking...
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Sydney, Australia Keegan Adams Full timeHigh performing team with reputation for superior client service - Suit a graduate or administrator keen to develop a financial planning career - Salary up between $60-75,000pa. Training & career development provided A fantastic opportunity has just become available for a Junior Financial Planning Assistant to join the Wealth Management Division of this...
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Sydney, New South Wales, Australia Keegan Adams Full timeHigh performing team with reputation for superior client service- Suit a graduate or administrator keen to develop a financial planning career- Salary up between $60-75,000pa. Training & career development providedA fantastic opportunity has just become available for a Junior Financial Planning Assistant to join the Wealth Management Division of this highly...
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Sydney, New South Wales, Australia beBeeCareer Full time $60,000 - $75,000Junior Financial Planning Assistant Job OpportunityWe are seeking a motivated and detail-oriented Junior Financial Planning Assistant to join our Wealth Management Division. This is an excellent opportunity for individuals looking to develop their career in financial planning.The successful candidate will have recently completed their undergraduate degree in...
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Career Opportunities in Wealth Management
1 week ago
Sydney, New South Wales, Australia beBeeWealth Full time $63,000 - $83,000We are dedicated to making a positive impact on the lives of our clients, colleagues and community through everything we do. Our company values create a collaborative environment that fosters growth and development.As a key member of our team, you will have access to regular client meetings, where you will gain valuable exposure to diverse clients and...
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Financial Adviser
2 days ago
Sydney, New South Wales, Australia SmartMoney Wealth Management Full time $90,000 - $120,000 per yearCompany OverviewWe are a diversified wealth management firm strategically positioned to provide holistic advice to predominately wealth accumulator clients. Our young and dynamic team provides specialist holistic advice that our clients need including investments, superannuation, SMSF, retirement planning, home loans and personal risk insurance.Our team...
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Financial Planning Assistant
3 weeks ago
Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full timeOverviewShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary...
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Financial Planning Assistant
3 weeks ago
Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full timeOverviewShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary...
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Financial Career Advancement Opportunity
2 weeks ago
Ballarat, Victoria, Australia beBeeCareer Full time $60,000 - $80,000Job DescriptionSeeking a skilled and motivated professional to join our Wealth Adviser Services team.This is an exceptional opportunity for an individual looking to catapult their career in Financial Planning.We are seeking someone with a strong desire to grow their skills and take on new challenges.The ideal candidate will have the ability to communicate...
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Financial Planning
2 weeks ago
Perth, Western Australia The Andersen Partnership Full timeOverviewMULTIPLE FINANCIAL PLANNING & WEALTH VACANCIES IN PERTH.We are actively recruiting for a variety of Wealth Management positions across all experience levels, ranging from Client Service Officers to Financial Advisers and Investment Specialists. Whether you're looking to advance your career or explore opportunities in the financial services industry,...