Career Opportunity for Senior Wealth Advisor
2 weeks ago
We are seeking a skilled and experienced Senior Associate Adviser to join our team at Shadforth, an award-winning Australian Wealth Management business. This is an exciting opportunity for a motivated professional to take on a key role in managing client advice needs and supporting our growth journey.
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Senior Wealth Management Advisor
4 days ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeExclusive Opportunity for High Net Worth Private Client AdvisorsWe are seeking highly motivated and ethically-sound Senior Wealth Management Advisors to join our esteemed team of equity markets advisory, execution and corporate finance professionals in Sydney or Melbourne.About the Role:This is a unique opportunity to connect high net worth private clients...
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Strategic Wealth Advisor
3 weeks ago
Melbourne, Victoria, Australia Goldman Sachs Bank AG Full timeAt Goldman Sachs, we help our clients reach their financial goals through our expertise in asset and wealth management. Our Private Wealth Advisors (PWAs) serve as trusted advisors to high net worth individuals and families, corporate executives, entrepreneurs, and select institutions.Your ImpactLeverage your unique background and experiences to build a...
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Senior Wealth Strategist
2 weeks ago
Melbourne, Victoria, Australia Click and Connect Online Limited Full timeJob DescriptionWe are seeking an experienced Senior Wealth Strategist to join our dynamic team at Click and Connect Online Limited in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.About the RoleThis is a senior-level position that requires a proven...
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High Net Worth Financial Advisor Opportunity
2 weeks ago
Melbourne, Victoria, Australia Grant Executive Search Full timeWe are seeking a seasoned Senior Wealth Adviser to join our esteemed client's team. As a trusted advisor, you will be responsible for managing a high net worth client base and providing strategic holistic financial advice to ensure their long-term growth and success.Our client is a leading private wealth management firm with an impressive track record of...
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Melbourne, Victoria, Australia Ablethorpe Recruitment Full timeUnlock Career Advancement in Estate Planning and Wealth ManagementWe are seeking exceptional lawyers to join our client base, with opportunities available across various firms. Our clients operate at the national level, offering a diverse range of estate planning and wealth management roles.About the RolesRole 1: Associate Position at a Leading Australian...
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Melbourne, Victoria, Australia Financial-Advisor Full timeJob DescriptionWe are seeking an experienced Senior Financial Planning and Analysis Expert to join our team at Financial-Advisor in Southbank. This is a fantastic opportunity for a skilled professional to oversee the compilation and accuracy of budgeting and forecasting processes, month end analysis, and monthly/weekly reporting and analysis.About the...
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Senior Wealth Strategist
4 days ago
Melbourne, Victoria, Australia Equity Trustees Full timeAbout the RoleWe are seeking an experienced Senior Wealth Strategist to join our team as a Private Client Adviser. In this role, you will deliver bespoke wealth strategies and investment advice to high-net-worth beneficiaries of Estates and Trusts.Main ResponsibilitiesManage and service an existing book of high-net-worth clientsProvide holistic and detailed...
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Senior Wealth Management Consultant
3 weeks ago
Melbourne, Victoria, Australia Grant Executive Search Full timeSenior Wealth AdviserThis prestigious organization, a Top Tier Private Clients Group, prides itself on delivering exceptional client service despite challenging global financial conditions. With a strong focus on client values and impressive growth, they are seeking a Senior Wealth Adviser to manage a book of high net worth clients and provide holistic...
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Career Opportunity: Lead Wealth Manager
2 weeks ago
Melbourne, Victoria, Australia IOOF Holdings Limited Full timeWe are seeking a highly skilled and experienced Lead Wealth Manager to join our team at IOOF Holdings Limited.
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Wealth Career Developer
1 week ago
Melbourne, Victoria, Australia Findex Full timeAbout the RoleWe are seeking a motivated and organized Wealth Career Developer to join our Financial Planning team at Findex. This is a permanent, full-time position offering unique career progression opportunities.Key ResponsibilitiesEnsure team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.Support a...
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Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob DescriptionWe are seeking a Senior Operations Coordinator to join our Wealth Management team in Melbourne. This is an exciting opportunity to work with a leading global wealth management firm and be part of their dynamic Transaction Services operations team.
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Wealth Management Professional
1 week ago
Melbourne, Victoria, Australia Woods & Co Recruitment Full timeWe are seeking a highly skilled Wealth Management Professional to join our team at Woods & Co Recruitment. This is an exceptional opportunity for a senior financial planner to take on a leadership role in a boutique firm specialising in wealth management and retirement planning.The ideal candidate will have a minimum of 5 years of experience as a financial...
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Senior Associate Adviser
4 weeks ago
Melbourne, Victoria, Australia IOOF Holdings Limited Full timeUnlock Your Potential as a Senior Associate AdviserJoin a dynamic team at Shadforth, a leading Australian Wealth Management business, as a Senior Associate Adviser. In this influential role, you will be responsible for managing the advice needs of existing clients and supporting the growth journey through new clients.Key Responsibilities:Deliver high-quality...
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Senior Wealth Adviser
4 weeks ago
Melbourne, Victoria, Australia Grant Executive Search Full timeTop Tier Private Clients Group OpportunityThis organisation is one of Australia's leading private clients groups, with a strong track record of exceptional client service delivery. They pride themselves on their client values and continue to experience growth despite challenging global financial market conditions.As a Senior Wealth Adviser, your challenge...
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Wealth Management Associate
1 month ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeRole SummaryWe are seeking a highly skilled Private Wealth Specialist to join our team at Anton Murray Consulting. As a key member of our Client Reporting Team, you will be responsible for reconciling and analysing Private Wealth Management Client Accounts.Key ResponsibilitiesReconcile client investment data across systems.Reconstruct clients' cost...
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Senior Wealth Strategist
1 month ago
Melbourne, Victoria, Australia Click and Connect Online Limited Full timeRole OverviewClick and Connect Online Limited is seeking a highly skilled and experienced Wealth Manager to join our team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.Key ResponsibilitiesDevelop and manage a portfolio of high-net-worth clients,...
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Senior Financial Advisor
3 weeks ago
Melbourne, Victoria, Australia IOOF Holdings Limited Full timeJob OpportunityAre you a motivated and experienced professional looking for a new challenge? Do you have a passion for financial planning and wealth management? We have an exciting opportunity for a Senior Associate Adviser to join our team!About the RoleThe Senior Associate Adviser is a key member of our advice team, responsible for delivering high-quality...
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Senior Wealth Strategist
3 weeks ago
Melbourne, Victoria, Australia Dodgshun Medlin Full timeYou're a seasoned professional seeking a role that leverages your expertise in wealth strategies and agronomy. This position at Dodgshun Medlin offers the perfect blend of challenge and opportunity, allowing you to drive results for clients from diverse backgrounds. Company Overview Dodgshun Medlin is a leading provider of rural enterprise and wealth...
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Senior Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Woods & Co Recruitment Full timeAt Woods & Co Recruitment, we are partnering with a respected boutique firm in South Yarra to find an exceptional Senior Financial Planner. This is a unique opportunity to join a high-performing team and take on a leadership role in wealth management and retirement planning.Key Responsibilities:Develop, implement, and review client strategies for wealth...
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Senior Tax Advisor
4 weeks ago
Melbourne, Victoria, Australia Bluefin Resources Full timeRole Overview: As a Senior Tax Advisor in the Tax Advisory team at Bluefin Resources, you will provide critical transactional tax advice to ensure investment structures are tax-efficient and compliant. Collaborate closely with investment and legal teams to protect interests and reputation.Key Responsibilities:Tax Due Diligence: Conduct thorough reviews of...