Senior Wealth Strategist

2 weeks ago


Melbourne, Victoria, Australia Dodgshun Medlin Full time

You're a seasoned professional seeking a role that leverages your expertise in wealth strategies and agronomy. This position at Dodgshun Medlin offers the perfect blend of challenge and opportunity, allowing you to drive results for clients from diverse backgrounds.

Company Overview

Dodgshun Medlin is a leading provider of rural enterprise and wealth strategies, serving farming and related industries across regional Australia. Our team of experts delivers comprehensive services, including accountancy, tax, business improvement, finance, risk management, and wealth enhancement. We pride ourselves on our multidisciplinary approach and the support we offer to our wealth professionals.

Salary

We offer a competitive salary range of $80,000 - $120,000 per annum, commensurate with experience and qualifications.

Job Description

This Senior Wealth Strategist role involves working from our Swan Hill base or Collins Street suite, with opportunities to grow via educational and mentoring support. Key responsibilities include research, modelling, documentation, and preparation of applications; coordination, communication, attention to compliance, and record keeping; client-facing relationship building; and no sales requirements, with growth organic through agronomy and accounting divisions.

Required Skills and Qualifications

  • FASEA accreditation or nearing qualification
  • 3+ years' experience
  • Working knowledge of platforms, investment instruments, superannuation, and insurance

Benefits

This role offers a diverse, inclusive, supportive workplace environment; an ethical business committed to sustainability and community engagement; and opportunities for growth and development.

Others

  • Experience/interest in working with primary producers and regional businesses desirable
  • SMSF and gearing accreditation desirable
  • Direct equity, aged care, Centrelink, and X-PLAN experience desirable


  • Melbourne, Victoria, Australia Click and Connect Online Limited Full time

    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...


  • Melbourne, Victoria, Australia Equity Trustees Full time

    About 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...


  • Melbourne, Victoria, Australia Equity Trustees Full time

    At 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...


  • Melbourne, Victoria, Australia Click and Connect Online Limited Full time

    Role 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,...

  • Senior IT Strategist

    3 weeks ago


    Melbourne, Victoria, Australia Logicalis Australia Pty Ltd Full time

    Key Responsibilities:The Senior IT Strategist will play a pivotal role within Logicalis' Consulting & Advisory Practice, focusing on scoping, selling, and delivering consulting engagements. These engagements span strategies, roadmaps, and assessments across various technologies, including whole of business IT Strategies as well as specific engagements around...


  • Melbourne, Victoria, Australia Grant Executive Search Full time

    Senior Wealth AdviserThis prestigious organization, a Top Tier Private Clients Group, prides itself on delivering exceptional client service despite challenging global financial conditions. With a strong focus on client values and impressive growth, they are seeking a Senior Wealth Adviser to manage a book of high net worth clients and provide holistic...

  • Senior HR Strategist

    3 weeks ago


    Melbourne, Victoria, Australia Michael Page Full time

    Job Title: Senior HR StrategistAt Michael Page, we are seeking a Senior HR Strategist to join our team. As a Senior HR Strategist, you will be responsible for developing and implementing HR policies and procedures that align with our company goals.Key Responsibilities:Develop and implement HR policies and procedures in line with company goals.Ensure...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    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.


  • Melbourne, Victoria, Australia Allens Operations Pty Ltd Full time

    About the RoleWe are seeking a skilled Senior Pricing Strategist to join our Pricing & Practice Economics Team at Allens Operations Pty Ltd. As a key member of our team, you will play a vital role in supporting our business teams with pricing and negotiation strategies.


  • Melbourne, Victoria, Australia FourQuarters Recruitment Full time

    Job Title:Senior Communications StrategistOverview:We are seeking a Senior Communications Strategist to join our dynamic team at FourQuarters Recruitment. This is an exciting opportunity for a highly skilled communications professional to shape the organisation's communications strategies, take ownership of key projects, and bring new ideas to the table.Key...


  • Melbourne, Victoria, Australia AFL Australia Full time

    Financial Leadership Opportunity with AFL AustraliaAFL Australia is seeking a seasoned financial strategist to lead our finance team and drive business growth.About the RoleThe Senior Financial Strategist will be responsible for developing and implementing financial strategies that align with our organization's goals, ensuring sustainable growth and...


  • Melbourne, Victoria, Australia Wavemaker Full time

    We are seeking an exceptional Senior Media Strategist to join our team at Wavemaker.As a Senior Media Strategist, you will be responsible for providing expert leadership in the application of the Agency Planning Process and tools. You will develop and execute strategic work that delivers business results for your clients and those of your direct reports.You...


  • Melbourne, Victoria, Australia Grant Executive Search Full time

    As a leading recruitment agency, Grant Executive Search is committed to building a high-performance culture that fosters individual career growth. To support this vision, we are seeking a skilled Digital Marketing Strategist to join our client's marketing leadership team.About the RoleDevelop and execute market-leading digital marketing campaigns aligned...


  • Melbourne, Victoria, Australia Aequalis Consulting (Finance & Accounting) Full time

    Aequalis Consulting, a leading Finance & Accounting firm, is seeking an experienced Senior Financial Strategist to join their team in Melbourne.As a Senior Financial Strategist, you will play a crucial role in shaping the financial future of our clients. You will work closely with senior leaders and CFOs to develop and implement financial strategies that...


  • Melbourne, Victoria, Australia Goldman Sachs Full time

    Job DescriptionWe are seeking a skilled Senior Financial Strategist to join our team at Goldman Sachs.About the RoleThis is an exciting opportunity to work on some of the most complex financial challenges and transactions in the market today. As a Senior Financial Strategist, you will be part of a dynamic team that advises clients on mergers, acquisitions,...


  • Melbourne, Victoria, Australia World Vision Full time

    Role OverviewAs a Senior Donor Engagement Strategist at World Vision, you will play a pivotal role in supporting the development, planning, and operations of our major gifts programs.


  • Melbourne, Victoria, Australia Sportsbet Full time

    We are seeking a Senior CRM Strategist to play a pivotal role in shaping strategic CRM initiatives that enhance customer engagement and drive business growth.At Sportsbet, we pride ourselves on being a leading Australian e-commerce business in the online wagering sector. With over 1,300 team members, we're part of the Flutter Group, a true global player.The...


  • Melbourne, Victoria, Australia Hudson Australia Full time

    Job SummaryWe are seeking an experienced Senior Policy Strategist to join our team at Hudson Australia.About the RoleThis is a short-term assignment opportunity for a duration of up to 3 months based in Melbourne CBD with an immediate start. As the Senior Policy Strategist, you will work collaboratively across the division to lead and implement new policy,...


  • Melbourne, Victoria, Australia Yarra City Council Full time

    Job Title: Senior Communications StrategistAbout the Role:We are seeking a highly skilled and experienced Senior Communications Strategist to lead our strategic communications portfolio. As an integral member of our team, you will play a key role in designing, delivering and evaluating communications strategies that help us engage our key audiences, enhance...


  • Melbourne, Victoria, Australia Flexhive Full time

    About the RoleWe are seeking a highly skilled Senior Policy Strategist to join our team in Melbourne. As a key member of our Heavy Vehicle Reform team, you will play a critical role in developing and supporting the delivery of national law reforms to ensure safe, sustainable, and productive heavy vehicle and freight transport operations in Australia.Key...