Financial Planning Jobs in Melbourne CBD &amp; Inner Suburbs Melbourne VIC

classification: Banking & Financial Services

Sizeable client book
Growing firm
Future equity opportunity

Are you an exceptional adviser? Take your career to the next level working for one of Melbourne's leading firms. WFH options. Future equity potential.

Listed four days ago

Financial Adviser

at Telstra Super

This is a Contract/Temp job

subClassification: Financial Planning

classification: Banking & Financial Services

South Yarra, Melbourne VIC

Provide comprehensive initial & ongoing personal advice (fee-for-service basis)
Modern CBD Office. Flexible and supportive work life balance. 12m FTC
Leading profit-to-members superannuation fund

Seeking experienced Financial Adviser to join Telstra Super Financial Planning within the Advice Delivery Team. 12 Month Fixed Term Contract.

4d ago

Listed two days ago

Senior Financial Adviser $120,000 – $165,000 + bonuses

at Bensons Wealth

This is a Full time job

$120,000 – $165,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Sizeable client book
Growing firm
Future equity opportunity

Are you an exceptional adviser? Take your career to the next level working for one of Melbourne's leading firms. WFH options. Future equity potential.

2d ago

Listed three days ago

Servicing Advisor $90,000 - $110,000 + Super

at FS Recruitment Solutions

This is a Full time job

$90,000 – $100,000 per year + super

subClassification: Financial Planning

classification: Banking & Financial Services

Take over an existing portfolio of clients ongoing advice clients. Join a business that care about existing clients just as much as new clients

3d ago

Listed three days ago

Associate Adviser - $90,000-$100,000 + super

at FS Recruitment Solutions

This is a Full time job

$90,000 – $110,000 per year + super

subClassification: Financial Planning

classification: Banking & Financial Services

Fitzroy North, Melbourne VIC

Work with UHNW client, with a mix of retail and wholesale. Opportunity to take over a portfolio of clients in the next 12-18 months

3d ago

Listed three days ago

Associate Adviser

at Mint People

This is a Full time job

Up to $100,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Down-to-earth, collaborative and supportive boutique environment
Mentoring and career development to progress into an Advisor role
Fantastic culture and work environment

Are you looking to showcase your well-developed paraplanning skills whilst broadening your skills as an Associate Adviser?

3d ago

Listed two days ago

CSM / Associate Adviser

at Berritta Consulting

This is a Full time job

$80,000 – $100,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

South Melbourne, Melbourne VIC

Have you started or want to start your PY - Work towards becoming an Adviser and looking after your own clients

2d ago

Listed thirteen days ago

Private Wealth Advisor - Progressive Firm

at PATRICK JOHN WALFORD

This is a Full time job

$180,000 – $200,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

You’re an ambitious Advisor seeking an opportunity to build your career in a reputable, progressive advice firm.

13d ago

Listed eleven days ago

Financial Planner

at Fuse Recruitment

This is a Full time job

AUD 90000 - 120000 per annum

subClassification: Financial Planning

classification: Banking & Financial Services

Hybrid working arrangements
Long standing established firm
Supportive office culture

An exciting opportunity to join a long standing established firm that provides holistic advice to a range of clients.

11d ago

Listed nine days ago

Senior Financial Advisor

at Ivy Recruitment Partners

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Outstanding opportunity for experienced advisor to join high end city fringe firm. Excellent culture, flexibility + future partnership opportunity.

9d ago

Listed eleven days ago

Associate Adviser

at The Andersen Partnership

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Currently seeking a dynamic Associate Adviser for a National Financial Planning practice.

11d ago

Listed two days ago

Private Wealth Assistant

at Ord Minnett Holdings P/L

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Join a market leader in the financial services industry
Opportunity to learn and grow from the best in the industry
Great office location – 35 Collins Street

We are currently seeking a Private Wealth Assistant to join us on a full-time, permanent basis!

2d ago

Listed six days ago

CSO/CSM

at Berritta Consulting

This is a Full time job

$70,000 – $85,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Great opportunity to support senior advisers - career development encouraged - Excellent team culture

6d ago

Listed two days ago

Banking/Treasury Analyst

at Pitcher Partners

This is a Full time job

Docklands, Melbourne VIC

subClassification: Financial Planning

classification: Banking & Financial Services

at Independent Wealth Partners

Join a diverse and supportive team
Office located next to Southern Cross Station
Ongoing training and development to support your career

Provide high quality banking support to our Investment Advisory practice group!

2d ago

Listed thirteen days ago

Paraplanner

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Paraplanner role for an independent award-winning financial advice firm.

13d ago

Listed three days ago

Part Time Client Service Manager

at FS Recruitment Solutions

This is a Part time job

$75,000 – $85,000 per year FTE

subClassification: Financial Planning

classification: Banking & Financial Services

at Strategic Financial Group Australia

Part time CSM workign with Wealth Advisers, you pick the hours and days (minimum 25 hours), vibrant Melbourne CBD offices

3d ago

Listed thirteen days ago

Senior Paraplanner

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

A varied and exciting role with strong career prospects and flexibility
Be part of a fun and enthusiastic team of professionals
Have exposure to high profile projects and elite clientele

Join a diverse and progressive organisation in the heart of Melbourne and let us help you build your career

13d ago

Listed six days ago

Client Services Officer (WFH 3 days per week)

at Lantana Private Wealth

This is a Full time job

Malvern, Melbourne VIC

$70,000 – $85,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

A unique opportunity for a talented Client Services 'all rounder' to take their acumen, skillset and career to the next level.

6d ago

Listed thirteen days ago

Financial Planning Administrator

at Private Advertiser

This is a Full time job

$60,000 – $75,000 p.a. (based on experience)

subClassification: Financial Planning

classification: Banking & Financial Services

We are seeking a dedicated and professional financial planning administrator to join our Financial Planning team.

13d ago

Listed nine days ago

Financial Accountant

at Viridian Advisory

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Flexible working arrangements
Birthday gifted leave & Wellness Day leave
Access to the Employee Share Scheme (after a qualifying period)

An opportunity has arisen at Viridian Financial Group for an experienced Financial Accountant to join our Finance team in the Melbourne CBD office.

9d ago

Listed twelve days ago

Risk Adviser - Insurance Specialist

at Godfrey Group Recruitment

This is a Full time job

$120k - $150k + Superannuation

subClassification: Financial Planning

classification: Banking & Financial Services

at Integrated Pathways Pty Ltd T/A Empower Wealth

Global Firm | Long Term Career Opportunities
Pod Structure with Mentoring and Training | Broad APL
Learn, grow and develop in Insurance | Large National Business

Work with existing clients. Broad APL - strong focus on client engagement and high-quality insurance advice. No claims work involved - focus on advice

12d ago

Listed eleven days ago

Customer Service Officer

This is a Full time job

North Melbourne, Melbourne VIC

$60,000 – $65,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services