Senior Wealth Manager
6 days ago
We're seeking a results-driven Financial Planner to partner with clients and provide tailored financial planning solutions.
The ideal candidate will take ownership of an assigned book of clients, building strong relationships and fostering loyalty while providing ongoing advice and education.
About the Role- Partner with clients to deliver bespoke financial planning solutions that encompass all aspects of wealth management.
- Take charge of an assigned portfolio of clients, developing lasting relationships and driving client retention through exceptional service and expert guidance.
- Contribute to business growth by identifying and pursuing strategic networking and referral opportunities.
- Manage client investment portfolios, ensuring they align with both short- and long-term objectives.
We're looking for a detail-oriented financial professional with:
- A relevant degree, completed Professional Year, and registration on the Financial Advisor Register (FAR).
- Ideally 5+ years of experience in advisory or financial planning support.
- Strong skills in Xplan, communication, and simplifying complex financial concepts for clients.
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Senior Wealth Manager
6 days ago
Adelaide, South Australia beBeeFinancial Full time $80,000 - $120,000Empowering clients with tailored financial advice is at the heart of our wealth management strategy. As a key member of our team, you will have the opportunity to partner with clients and provide high-quality financial planning solutions that encompass all aspects of wealth management.Key ResponsibilitiesYou will work closely with clients to identify their...
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Client Services Manager
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Adelaide, South Australia Providence Wealth Full time $104,000 - $130,878 per yearAre you looking for a private wealth client services opportunity that will allow you to leverage your experience?Providence Wealth is a privately owned group that has been providing clients with a boutique, bespoke investment offering since 2000. Servicing valued clients nationally, we have offices in Adelaide, Melbourne, and Sydney. We provide an integrated...
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Tax Accountant And Business Advisory
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Tax Accountant and Business Advisory
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Adelaide, South Australia SA Wealth Group Full time $90,000 - $120,000 per yearSA Wealth Group are seeking an experienced and senior Tax Accountant and Business Advisor to join our professional staff on a full-time basis, expanding our accounting client book and developing a portfolio of new business opportunities.Duties & responsibilities:Provide existing clients with tax, business advisory and accounting servicesAssist with tax...
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Tax Accountant And Business Advisory
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Adelaide, South Australia Sa Wealth Group Full timeOverviewSA Wealth Groupare seeking an experienced and senior Tax Accountant and Business Advisor to join our professional staff on a full-time basis. Join an award-winning financial services team and help clients achieve their goals.About SA Wealth GroupSA Wealth Group is a leading multidisciplinary financial services firm, integrating financial planning,...
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Tax Accountant And Business Advisory
7 days ago
Adelaide, South Australia Sa Wealth Group Full timeOverviewSA Wealth Group are seeking an experienced and senior Tax Accountant and Business Advisor to join our professional staff on a full-time basis.Join an award-winning financial services team and help clients achieve their goals.About SA Wealth GroupSA Wealth Group is a leading multidisciplinary financial services firm, integrating financial planning,...
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Tax Accountant and Business Advisory
2 weeks ago
Adelaide, South Australia SA Wealth Group Full timeOverviewSA Wealth Group are seeking an experienced and senior Tax Accountant and Business Advisor to join our professional staff on a full-time basis. Join an award-winning financial services team and help clients achieve their goals.About SA Wealth GroupSA Wealth Group is a leading multidisciplinary financial services firm, integrating financial planning,...
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Tax Accountant and Business Advisory
2 weeks ago
Adelaide, South Australia SA Wealth Group Full timeOverviewSA Wealth Group are seeking an experienced and senior Tax Accountant and Business Advisor to join our professional staff on a full-time basis. Join an award-winning financial services team and help clients achieve their goals.About SA Wealth GroupSA Wealth Group is a leading multidisciplinary financial services firm, integrating financial planning,...
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Driving Client Growth in Wealth Management
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Junior Wealth Management Professional
6 days ago
Adelaide, South Australia beBeeWealth Full time $90,000 - $120,000We are seeking a detail-oriented individual to join our team in Adelaide. As a Junior Wealth Management Professional, you will be responsible for coordinating Adviser teams to successfully service clients by providing administrative support, increasing team efficiencies and meeting compliance obligations.About the RoleYou will have the opportunity to work...
