Wealth Career Developer
3 weeks ago
We 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 Responsibilities- Ensure team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.
- Support a small team of Advisers in servicing their client base by ensuring quality and continuity of service.
- Develop relationships with clients and external parties.
- Coordinate work teams to produce expected outcomes and attend to same day service requests.
- Solid Client Services experience in a similar role/environment.
- Advanced knowledge and understanding of the financial planning process.
- Solid experience working on Investment Platforms.
- A genuine team player attitude and ability to empower other people to learn and develop.
- Estimated annual salary: $60,000 - $80,000.
- Flexible working arrangements.
- EAP access supporting a healthy work-life balance.
- Culture is a priority - we continue to launch, acquire, and scale businesses into different market segments.
We are passionate about creating opportunities for growth and sustainability that ripple throughout our communities. If you're a bold thinker who wants to make meaningful change, apply now
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Melbourne, Victoria, Australia Career Panacea Full timeJoin Career Panacea as a Junior Operations Coordinator and gain hands-on industry exposure to bridge the gap between education and employment with flexibility on a part-time basis.This internship offers a wealth of knowledge and transferable skills that you can gain, and the host company will provide you with a work experience letter.The successful candidate...
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Career Opportunity: Lead Wealth Manager
3 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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Senior Marketing Specialist
1 week ago
Melbourne, Victoria, Australia WTW Full timeJob 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,...
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Wealth Management Professional
3 weeks 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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Career Opportunity for Senior Wealth Advisor
3 weeks ago
Melbourne, Victoria, Australia IOOF Holdings Limited Full timeAbout 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.
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Senior Wealth Strategist
3 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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Melbourne, Victoria, Australia IOOF Holdings Limited Full timeUnlock Your Potential as a Strategic Wealth AdviserWe are seeking a highly skilled and experienced Strategic Wealth Adviser and Business Development Leader to join our team in Ballarat. As a key member of our Advice Team, you will be responsible for delivering high-quality advice to our clients and driving business growth through new client acquisition and...
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Executive Wealth Manager
3 weeks ago
Melbourne, Victoria, Australia Woods & Co Recruitment Full timeCompany 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...
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Strategic Wealth Manager
4 weeks ago
Melbourne, Victoria, Australia Benneaux Full timeCompany 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...
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Senior Wealth Strategist
2 months 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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Expert Wealth Strategist
1 week ago
Melbourne, Victoria, Australia Equity Trustees Full timeAt Equity Trustees, we are seeking a skilled Expert Wealth Strategist to join our team in Melbourne and Regional VIC.About the RoleThis is an exciting opportunity to leverage your expertise in wealth management and deliver bespoke strategies to high-net-worth clients. As an Expert Wealth Strategist, you will manage existing client portfolios, which include...
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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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Wealth Management Professional
2 weeks ago
Melbourne, Victoria, Australia IOOF Holdings Limited Full timeAs 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...
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Senior Wealth Strategist
2 weeks 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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Private Wealth Onboarding Expert
3 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeWealth 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...
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Strategic Wealth Advisory Specialist
2 weeks ago
Melbourne, Victoria, Australia IOOF Holdings Limited Full timeAt Shadforth, we're committed to helping individuals achieve their financial goals.About the RoleWe're seeking an experienced Senior Associate Adviser to join our team in Ballarat. As a key member of staff, you'll play a crucial role in maintaining high professional standards for advice, client service, and personal integrity.Key ResponsibilitiesTake...
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Senior Wealth Management Professional
1 month ago
Melbourne, Victoria, Australia Click and Connect Online Limited Full time**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,...
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Strategic Wealth Advisor
4 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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Wealth Management Professional
2 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeA 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....
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Senior Financial Planner
3 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...