Elite Financial Advisor Position
2 days ago
This organisation is a leading private clients group in Australia, renowned for exceptional client service delivery and strong values. Despite challenging market conditions, they continue to achieve excellent growth through strategic expansion.
Their focus on delivering holistic advice and ongoing reviews has earned them a loyal high net worth client base. As a Senior Wealth Adviser, you will manage this established book of clients, providing strategic financial guidance to add long-term value.
You will be provided with a professional administration team and encouraged to grow further client alliances using their effective referral system. This role offers every opportunity to succeed and develop as a future leader within the company.
To excel, you will require previous experience working with high net worth clients, offering holistic financial advice. Your personable and professional nature will enable effective stakeholder management and communication. A degree qualification and Diploma of Financial Planning (1-8) or CFP are prerequisites for this role.
The estimated salary for this position is $120,000 - $180,000 per annum, depending on experience. If you are looking for a new challenge and want to take your career to the next level, please submit your application via Grant Executive Search's Apply Button.
-
Senior Financial Planning and Analysis Expert
24 hours ago
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...
-
Financial Freedom Advisor
7 days ago
Melbourne, Victoria, Australia Liberty Financial Group Full timeAbout Liberty Financial GroupWe are a dynamic and innovative financial services company dedicated to helping people achieve financial freedom.As the leading non-bank lender in Australia, we have been providing free-thinking loans for decades and have helped over 500,000 people get financially stable.We offer a broad range of flexible and custom products that...
-
Financial Planning Associate
6 days ago
Melbourne, Victoria, Australia Insignia Financial Full timeAbout 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 Financial Advisor
1 week ago
Melbourne, Victoria, Australia BlueRock Full timeWe are seeking a highly skilled Senior Financial Advisor to join our team at BlueRock Accounting. As a key member of our entrepreneurial community, you will work closely with business owners to deliver advisory solutions and innovative tax accounting.As a Senior Financial Advisor, your day-to-day responsibilities will include working with a diverse range of...
-
Financial Services Advisor
1 week ago
Melbourne, Victoria, Australia Findex Full timeAt Findex, we are seeking a highly skilled Financial Services Advisor to join our team in Melbourne. This is a full-time opportunity that offers a competitive salary of AU$80,000 - AU$110,000 per annum, depending on experience.The ideal candidate will have proven accounting experience within public practice and hold a CA or CPA qualification or be working...
-
Strategic Financial Planning Advisor
4 days ago
Melbourne, Victoria, Australia William Buck Full timeWe are seeking an experienced Associate Advisor to join our team at William Buck. As a key member of our financial planning team, you will be responsible for devising and preparing comprehensive financial planning strategies in collaboration with senior advisors.Key Responsibilities:Collaborate with senior advisors to develop and implement financial planning...
-
Elite Donor Engagement Specialist
5 hours ago
Melbourne, Victoria, Australia Australian Red Cross Full timeAbout Australian Red CrossAustralian Red Cross is a leading humanitarian organisation making a genuine difference in the lives of people and communities.Job SummaryWe are seeking an experienced Elite Donor Engagement Specialist to join our team. In this role, you will be responsible for stewarding and growing relationships with major philanthropic supporters...
-
Strategic Financial Advisor
3 days ago
North Melbourne, Victoria, Australia Telstra Full timeWe are seeking an experienced Strategic Financial Advisor to join our team at Telstra. As a key member of our Strategy & Finance department, you will play a pivotal role in driving our shared strategic vision and enabling business success.About the RoleIn this exciting opportunity, you will be responsible for providing commercial advice and managing key...
-
Accountant and Financial Advisor
3 weeks ago
Melbourne, Victoria, Australia Ashurst Full timeWe are seeking a highly skilled and experienced Accountant and Financial Advisor to join our team. As a key member of our finance department, you will be responsible for providing financial guidance and support to our organization. The ideal candidate will have a strong background in accounting and finance, with excellent analytical and problem-solving...
-
Elite GP Specialist
1 week ago
Melbourne, Victoria, Australia Mary Pippins Recruitment Full timeGP Specialist Opportunity in MelbourneWe are seeking a passionate and skilled VR GP to join our elite Private Billing clinic, renowned for its integrative medicine, IV therapy, allied health, and aesthetic medicine services in Melbourne's inner suburbs.About Our ClinicOur clinic offers a unique environment where doctors are truly valued and cared for. We...
-
Senior Financial Advisor
4 weeks ago
Melbourne, Victoria, Australia ENGIE Group Full timeJob Description:Role Overview:As a key member of the Acquisitions, Investments & Financial Advisory (AIFA) team at ENGIE Group, the Senior Financial Advisor will play a critical role in evaluating a diverse range of investment opportunities for ENGIE ANZ.Responsibilities:• Develop and sensitise robust project financial models in line with AIFA best...
-
High Net Worth Financial Advisor Position
5 days ago
Melbourne, Victoria, Australia Grant Executive Search Full timeAbout the Organisation:">This prestigious Top Tier Private Clients Group is renowned for its exceptional client service delivery, strong client values and impressive track record of growth despite challenging global financial market conditions. With a focus on strategic growth, they are seeking to hire new Senior Financial Wealth Advisers to join their HNW...
-
Senior Financial Advisor
2 weeks ago
Melbourne, Victoria, Australia KPMGau Full timeUnlock Your Potential as a Senior Financial AdvisorKPMGau is a leading professional services firm that helps businesses thrive in today's fast-paced environment. As a Senior Financial Advisor, you will play a key role in shaping the financial strategies of our clients.About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to...
-
Senior Financial Advisor
2 days ago
Melbourne, Victoria, Australia Recruitment Expert Full timeJob DescriptionWe are seeking a highly skilled Senior Financial Advisor to join our team at Recruitment Expert in South Melbourne. This is an exciting opportunity for a detail-oriented and dedicated professional to grow and develop within a reputable firm.
-
Financial Planning and Advice Coordinator
3 weeks ago
Melbourne, Victoria, Australia Insignia Financial Full timeAbout 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...
-
Senior Financial Advisor
4 weeks ago
Melbourne, Victoria, Australia ENGIE Group Full timeAbout the RoleENGIE Group is seeking a Senior Financial Advisor to join its Acquisitions, Investment & Financial Advisory team in Australia. This role will involve leading the valuation and risk analysis of new investment opportunities for ENGIE ANZ, as well as structuring and executing M&A and project financing transactions across significant energy...
-
Business Services Financial Advisor
5 hours ago
Melbourne, Victoria, Australia Benneaux Full timeJoin Benneaux as a Business Services Financial Advisor About Us:At Benneaux, we pride ourselves on fostering a dynamic and supportive work environment that encourages our professionals to grow and thrive. Our success relies heavily on attracting top talent and providing opportunities for career advancement. Job Summary:We are seeking an experienced Business...
-
Elite Mergers and Acquisitions Leader
2 weeks ago
Melbourne, Victoria, Australia BDO Australia Full timeBDO Australia's deal advisory team is renowned for its exceptional expertise in mid-market mergers and acquisitions, consistently delivering outstanding results across various industries. As a highly experienced Manager/Senior Manager, you will be part of this elite team and contribute to shaping the future of the firm.With a strong track record of lead...
-
Financial Advisor
4 weeks ago
Melbourne, Victoria, Australia Findex Full timeWe are seeking a dedicated Financial Advisor to join our Business Advisory team in Melbourne on a full-time basis. Findex is building an agile workplace that empowers our people to work in a way that best meets their needs, and those of their team and clients.A workplace that values your needs and allows you to be the best version of yourself. Career growth...
-
Senior Financial Advisor
3 weeks ago
Melbourne, Victoria, Australia WizeTalent Full timeAbout Our FirmWe believe that an accountant should be a trusted advisor to their business clients, providing proactive guidance that drives improved results. Our goal is to empower our clients to achieve success, through the implementation of innovative technology and solutions, and ongoing support.We Offer:Salary starting from $90,000 per year +...