Financial Adviser

**Business Name: Masu Financial Management Pty Ltd** **Location: Suite 803, Level 8/55 Clarence Street, Sydney, NSW - 2000** **Job Title: Full time - Associate Financial Adviser - Pathway to Adviser - PY Year** **Salary: $70,000 plus superannuation** **Tasks**: - Interviewing clients and collecting information on their income, expenses, Superannuation,...

Based in Sydney CBD our client is a growing dynamic accounting and financial advice group that is growing their business. Taking over and building on a existing advice client book your role will be to build strong long term relationships with sophisticated clients. You will have access to back office support including Paraplanning and administration...

My client is a well established Private Wealth Firm assisting the needs of individuals and families, offering financial advice and management of investment portfolios.The Associate Adviser is essential in supporting the smooth development and implementation of client strategies, ensuring thorough documentation and compliance.Responsibilities: Assist Lead...

My client is a well established Private Wealth Firm assisting the needs of individuals and families, offering financial advice and management of investment portfolios.The Associate Adviser is essential in supporting the smooth development and implementation of client strategies, ensuring thorough documentation and compliance.Responsibilities: Assist Lead...

Based in Sydney CBD - Hybrid working arrangement. - Opportunity to grow your career within a collaborative and supportive team. - A range of exciting benefits, incl. two weeks of additional paid leave Provide ongoing client service and high-quality support to Financial Advisers and Partners supporting a Partner in our Jacaranda Sydney team. Sounds...

Working From Home - Established book of clients ready to maintain - Working with renowned Senior Advisers Financial Adviser (Servicing) Excellent opportunity to join a boutique firm with an established book of clients. You will be working with some Senior Advisers who have extensive experience within the industry to lean on. This opportunity would suit...

**Job **Title: Experienced Financial Adviser x 2** Are you an experienced and passionate Financial Adviser looking for a rewarding career opportunity? A leading Financial Planning firm located in the vibrant heart of North Sydney, we are seeking two experienced Financial Advisers to provide expert guidance and personalized financial solutions to our...

Sounds interesting? Here are some specifics about the opportunity: - Prepare & present strategic financial plans to prospective clients & provide ongoing strategic & investment reviews to existing clients- Provide expertise & support to a specific market segment- Support development of new business by completing prospecting activities & converting leads...

A new adventure awaits- At Zurich we’re on a journey, even though we are 150 years young, we are lighting the way to a brighter future. A brighter future for you - focused on your career, your wellbeing and your community - as well as our customers and the planet.- This exciting adventure will drive positive impact. So, if you want to be part of a values...

Work-from-home flexibility - Office based at Parramatta - Focus on work/life balance - Reimbursement for any relevant future study Our client is a global organisation that partners with financial market participants (equities, pension, superannuation, investments, property, etc.) to deliver services and solutions that enhance the user experience and make...

High performing team with reputation for superior client service - Opportunity to join this well regarded business. Stable team with HNW clients. - Generous salary negotiable for experience ($80-110kpackage) + career development A fantastic opportunity has just become available for an Associate Adviser / Client Relationship Manager to join the Wealth...

Permanent full-time positions in Melbourne and Sydney - Hybrid working arrangements - Be a part of our MLC Asset Management division **The Role** As an Investment Specialist for Multi Asset Investments reporting to the National Sales Manager, you will play a pivotal role in propelling growth and maintaining funds under management (FUM) across our...

Permanent full-time positions in Melbourne and Sydney - Hybrid working arrangements - Be a part of our MLC Asset Management division **The Role** As an Investment Specialist for Multi Asset Investments reporting to the National Sales Manager, you will play a pivotal role in propelling growth and maintaining funds under management (FUM) across our...

Investment Specialist - Multi Asset Investments - Permanent full-time positions in Melbourne and Sydney - Hybrid working arrangements - Be a part of our MLC Asset Management division **The Role** As an Investment Specialist for Multi Asset Investments reporting to the National Sales Manager, you will play a pivotal role in propelling growth and maintaining...

Investment Specialist - Multi Asset Investments - Permanent full-time positions in Melbourne and Sydney - Hybrid working arrangements - Be a part of our MLC Asset Management division **The Role** As an Investment Specialist for Multi Asset Investments reporting to the National Sales Manager, you will play a pivotal role in propelling growth and maintaining...

**Associate Adviser** **What can you expect?** - To support the Senior Strategic Financial Advisers by participating in various client activities including preparation for and attendance of meetings, research, phone contact, paraplanning and support. **What is in it for you?** At Mercer, we recognize that our most important asset is our people. We offer...

Practice Manager - Permanent Full Time Position - Sydney Location - Join our Rhombus Business **The Role** Excellent opportunity to work with our Rhombus Brand as a Practice Manager. You will be responsible for a group of financial planning practices in NSW. This role is responsible for assisting each designated practice in implementing initiatives that...

Permanent Full Time Position Sydney Location Join our Rhombus Business The Role Excellent opportunity to work with our Rhombus Brand as a Practice Manager. You will be responsible for a group of financial planning practices in NSW. This role is responsible for assisting each designated practice in implementing initiatives that ensure the practice...

Want to fasttrak the PY? - Receive a market rate income once the completion of the Professional Year. - Work with the movers and shakers of Sydney's advisory landscape **Associate Adviser - Fast Track your Professional Year - $90K** - Want to fasttrak the PY? Receive a market rate income once the completion of the Professional Year. - Work with the movers...

**Date**:28 Aug 2023**Location**:Sydney, NSW, AU, 2000**Employment Type**:Permanent Full Time- **Full-Time Permanent position based in Sydney**: - **Salary Range $85000 - $95000**: - **Lean Six Sigma certification (must have)** - **Join a transforming organisation and grow your career with us**: **The Role** - Great opportunity available to support the...