Career Opportunity: Lead Wealth Manager

Unlock 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...

About the RoleWe 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.

About 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...

We 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...

Company OverviewBenneaux is a leading provider of investment opportunities, leveraging a portfolio of pooled funds and a vast network of investment managers and products to deliver exceptional results.The company's commitment to creating enduring prosperity for its clients has been a hallmark of its success over 75 years in Australia and overseas.Salary and...

Company OverviewWe are a boutique wealth management firm in South Yarra, specialising in providing expert financial planning services to high-net-worth individuals.About the RoleWe are seeking an experienced Executive Wealth Manager to join our team. As a key member of our client service team, you will be responsible for developing and implementing...

Job Title: Wealth ManagerAt Independent Resourcing Consultancy Ltd, we are seeking a highly motivated and experienced Wealth Manager to join our team in Melbourne, Australia.About the Role:We are looking for a skilled and results-driven Wealth Manager to provide tailored financial advice and wealth management solutions to high-net-worth individuals and...

A prestigious wealth management firm based in Melbourne is seeking a highly skilled Financial Operations Specialist to join their team. This permanent position offers an estimated annual salary of $80,000 - $110,000, depending on experience.Company OverviewAnton Murray Consulting is a leading recruitment agency specializing in the financial services sector....

Job Title: Wealth Management SpecialistAbout the Role: We are seeking a skilled Wealth Management Specialist to join our team at Anton Murray Consulting. As a Wealth Management Specialist, you will be responsible for managing client accounts, maintaining data integrity, and ensuring excellent service for internal and external clients.Key...

As a Senior Associate Adviser at Shadforth, you will play a pivotal role in delivering exceptional client service and driving business growth. Located in Ballarat, this position offers a unique opportunity to work with experienced Private Wealth Advisers and contribute to a team culture that values people.About the RoleYou will be responsible for managing...

Job 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.

Job OverviewAn exciting opportunity has arisen for an experienced Operations Specialist to join our team in Melbourne, supporting the Transaction Services operations team of a leading global wealth management firm.

We are seeking an experienced Team Leader to join our Paraplanning team at Perpetual Wealth Management.About the RoleAs a Team Leader, you will be responsible for providing quality, compliant and timely paraplanning services & strategic advice support to Advisers, Partners and clients. Assist the Senior Manager, National Paraplanning with the management of...

Unlock 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...

Role 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...

**About the Role**Click and Connect Online Limited is seeking an experienced and highly motivated Wealth Manager to join its dynamic team. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.**Key Responsibilities**Develop and manage a portfolio of high-net-worth clients,...

Job 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...

Wealth Management jobs in Melbourne, SydneyAre you an experienced Private Banking & Wealth Management professional looking for a new challenge? Our client is a leading Private Wealth Manager seeking an expert to join their team as a Client Onboarding / KYC specialist.This position lies with the Account Management Team, responsible for ensuring that Know Your...

Job OverviewWe are seeking a highly motivated and creative Senior Marketing Specialist to join our Marketing team in Melbourne. The successful candidate will play a key role in the growth and development of our Health, Wealth & Career segment.Key ResponsibilitiesContribute to the development of innovative marketing strategies and campaigns across the Health,...

At 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...