Current jobs related to Financial Investment Adviser - Neutral Bay - SJM Search & Selection

  • Financial Operations Specialist

    4 days ago

    Charlotte Bay, Australia beBeeTreasury Full time US$80,000 - US$100,000

    Job DescriptionWe are seeking a highly skilled and detail-oriented individual to join our team as a Treasury Support Operations Analyst. This role will involve coordinating daily cash balance reporting across multiple accounts and transactions, processing and tracking capital calls and distributions, and monitoring cash levels and advising senior management...

  • Financial Operations Coordinator

    2 days ago

    Charlotte Bay, Australia beBeeTreasury Full time $80,000 - $123,000

    About the RoleWe are seeking a highly skilled Treasury Support Operations Analyst to join our team. In this role, you will be responsible for coordinating daily cash balance reporting across multiple accounts and transactions. You will also process and track capital calls and distributions across various investment funds.As a key member of our Client...

  • Senior Financial Services Lawyer

    18 hours ago

    Charlotte Bay, Australia beBeeFinancial Full time US$180,000 - US$237,500

    Financial products are revolutionizing the way we manage our finances, and Circle is at the forefront of this innovation.We are seeking a highly skilled Special Counsel to partner with our Product, Engineering, and Compliance teams to launch new financial infrastructure products.Develop and negotiate product-related documentation, regulatory submissions, and...

  • Real Estate Investment Specialist

    2 weeks ago

    City of Canada Bay Council, Australia Liviti Full time

    North Strathfield, Australia | Posted on 10/31/2024The Real Estate Investment Specialist will provide expert financial guidance in wealth management and property investment. This role involves evaluating clients' financial situations, risk tolerance, and investment objectives, as well as recommending and implementing tailored investment strategies. The...

  • Senior Financial Infrastructure Attorney

    2 days ago

    Charlotte Bay, Australia beBeeFinancial Full time US$180,000 - US$237,500

    Senior Financial Infrastructure AttorneyWe seek a seasoned attorney to lead the development of innovative financial infrastructure products and ensure compliance with legal and regulatory frameworks.Key ResponsibilitiesDraft, review, and maintain standard product terms, SLAs, and customer-facing documentation for financial products.Coordinate with Legal and...

  • Real Estate Investment Consultant

    2 weeks ago

    City of Canada Bay Council, Australia St Trinity Property Group Full time

    North Strathfield, Australia | Posted on 11/29/2024We are seeking an experienced Real Estate Investment Consultant to provide expert advice and guidance in wealth management and property investment. In this role, you will evaluate clients' financial situations, understand their risk tolerance and investment objectives, and develop customized strategies to...

  • Financial Analyst

    1 day ago

    Charlotte Bay, Australia AfterQuery Experts Full time

    OverviewFinancial Analyst - AfterQuery ExpertsThis is a short-term, high-intensity contract role for undergraduate students with top-tier finance internship experience. You'll be tasked with writing highly specific, technically rigorous questions designed to stump AI models — the kinds of questions you'd encounter in elite investment banking, private...

  • Financial Regulatory Advisor

    2 days ago

    Charlotte Bay, Australia beBeeLawyer Full time $207,500 - $270,000

    Payment Law SpecialistGlobal payment regulations are in constant flux, requiring professionals who can expertly navigate and advise on these laws.Key ResponsibilitiesDevelop in-depth knowledge of global payment regulations to provide strategic legal counsel to internal teams.Advise on regulatory obligations and ensure compliance across multiple...

  • Financial Infrastructure Specialist

    1 day ago

    Charlotte Bay, Australia beBeeSpecialCounsel Full time $180,000 - $237,500

    Job SummaryAs a Special Counsel, you will partner with cross-functional teams to launch innovative financial infrastructure products.Key Responsibilities:Draft and negotiate product-related documentation, including terms of service, distribution agreements, and enterprise integrations.Prepare regulatory submissions and deliver practical guidance on payments...

  • Financial Strategist

    5 days ago

    Charlotte Bay, Australia beBeeExpert Full time $120,000 - $180,000

    Lead Financial ExpertWe are at the epicenter of an emerging ecosystem where value can travel globally and less expensively than legacy systems. Our infrastructure helps businesses and developers harness breakthroughs in payments, commerce, and markets.What You'll Be Part OfOur team is committed to visibility and stability in everything we do. We have...

Financial Investment Adviser

2 weeks ago

Neutral Bay, Australia SJM Search & Selection Full time

Prestigious Boutique and Brand
- Experienced Fun Team and Flexible workplace
- Base plus commission and profit share

**Our client**

They are well established independently owned full-service Wealth Management and Stockbroking businesses enjoying significant growth. Their professional self-managed workplace provide staff the ideal location to enjoy a relaxed and healthier work-life balance.

Supporting a salary and high commission profit share model they have a clear plan to grow their business with a focus on scalability by investing in continuous business process improvement and people.

The business provides stability and security of being licensed with the country’s most respected and prestigious independent AFSL who consistently win industry awards for retail broker and wealth manager of the year.

**The opportunity**

With the directors operating at capacity, they are also experiencing a spike in new client inflow and referrals from the business partners there is an opportunity for an established and well-connected investment adviser, stockbroker, and financial planners to join them.

The business is structured to support scalability and efficiency so the advisers can focus on their business and looking after their clients. The business in supported by a full-time practice manager and experienced team of administration and adviser support staff.
- Award winning research
- One of the leading research teams in the country
- Regular high-quality IPO and capital raising opportunities for clients
- Holistic and extremely competitive portfolio management platform
- Professional business workplace and established systems
- Smart Technology, CRM, Research and Digital Platforms
- Supportive and negotiable remuneration package
- Attractive commission rates and high-volume incentives
- On-going CPD training support and development
- REM model to support a high income

**About You**

To be considered you have been a successful private client adviser or financial planner holding a current (AR) on ASIC adviser register. You will have proven ability and confidence to build trusted relationships with private HNW clients and to join a like-minded team and build you own client portfolio and FUM.

You will need to meet all regulatory requirements to practice as a financial planner and investment adviser. Passed all mandatory FASEA exams and meeting ASIC education standards hold your ADFP RG146 with current related finance related degree or masters.

**Next step**

To have a confidential chat over the phone during or after business hours, please contact our Managing Partner, Simon on 0402 075 305.

**Job Type**: Permanent

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Neutral Bay NSW: Reliably commute or planning to relocate before starting work (preferred)

Work Authorisation:

- Australia (required)