
Financial Advisor
7 days ago
Our organization provides equities execution, clearing and settlement services.
We specialize in connecting our clients to markets with innovative solutions. Our partnership has enabled us to leverage cutting-edge technology and expertise.
In recent years, we expanded our group by welcoming a respected fixed income specialist.
Key Responsibilities- Manage a portfolio of clients and their fixed income requirements
- Provide exceptional advice and client service to a growing base of predominantly wholesale private clients
- Expand the client base through leveraging and building both fixed income and personal relationships
This role is based in Perth and will see you:
Key Skills- Proven track record of sales success in acquiring and growing a client base in private wealth investments
- Experience in trading or broking in financial markets, ideally in private wealth
- Expertise in fixed income highly desirable
What We Offer
- Opportunities for career development and growth
- Flexible work practices, including remote work options
- Comprehensive wellbeing offerings through our Employee Assistance Program
-
Associate Financial Advisor
5 days ago
Perth, Western Australia Interwest Financial Services Full timeInterwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...
-
Associate Financial Advisor
1 week ago
Perth, Western Australia Interwest Financial Services Full timeInterwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...
-
Associate Financial Advisor
1 week ago
Perth, Western Australia Interwest Financial Services Full timeInterwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...
-
Client Service Associate
2 weeks ago
Perth, Western Australia Kestra Financial Independent Advisor Full timeSummaryThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time.This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential Duties and ResponsibilitiesAssist in...
-
Client Service Associate
2 weeks ago
Perth, Western Australia Kestra Financial Independent Advisor Full timeSummaryThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential Duties and Responsibilities- Assist...
-
Financial Advisor
2 weeks ago
Perth, Western Australia Department of Defence Full time $90,000 - $120,000 per yearThe RoleDefence Finance Group (DFG) is seeking experienced and enthusiastic finance professionals to join the Navy finance team for a current vacancies in, WA, Sydney, Adelaide and Canberra, ACT. The APS 6 Finance Advisor is a customer facing role who will guide a small and dynamic team in the provision of strategic financial advice to key clients, both...
-
Leading Financial Advisor
7 days ago
Perth, Western Australia beBeeFinancial Full time $80,000 - $100,000Strategic Financial Advisor OpportunityThis role presents a unique chance for an experienced financial advisor to make a significant impact in a successful business. The ideal candidate will have 5+ years of experience in providing holistic financial guidance and be responsible for developing strategic plans for high net worth individuals.About the...
-
Financial Advisor
7 days ago
Perth, Western Australia beBeeFinancial Full time $80,000 - $100,000As a financial advisor, you will be responsible for delivering high-quality, personalized financial planning solutions to clients. You will work closely with senior advisors to gain hands-on experience and develop your skills in financial modeling and client engagement.ResponsibilitiesManage initial client contact and attend meetings with senior...
-
Experienced Financial Advisor
1 week ago
Perth, Western Australia beBeeProfessional Full time $60,000 - $80,000Seeking Experienced ProfessionalJob DescriptionWe are looking for an experienced professional to join our team as a Financial Advisor Associate. The successful candidate will be responsible for supporting senior advisors with client meetings and preparation of critical advice.Key Responsibilities:Support Senior Advisers: Collaborate with senior financial...
-
Strategic Financial Advisor
1 week ago
Perth, Western Australia beBeeFinancial Full time $180,000At our organisation, we are seeking a high-calibre individual to fill the role of Strategic Financial Advisor.Job DescriptionThis exciting opportunity involves providing expert financial guidance to support strategic decision-making and drive business outcomes. As a key member of our team, you will be responsible for developing and managing budgets,...