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This is a featured job

This is a Full time job

subClassification: Client Services
classification: Banking & Financial Services
  • Working from Home Opportunity available
  • Ongoing Training and Great Team Culture
  • Genuine Work Life Balance | No weekends, public holidays, and afterhours work
We are looking for customer-centric, team member to join our team who will embody our company values and ensure exceptional service, each time.
Listed two days ago

This is a Full time job

$120,000 – $180,000+ per year
subClassification: Financial Planning
classification: Banking & Financial Services
  • Deal with inbound client enquiries - No need to search for new clients.
  • Build relationships and help clients take control of their finances.
  • Structured Training | Excellent Remuneration | Career Growth Opportunities.
Best of Both Worlds - A Financial Adviser role where you can help clients by providing great advice and still make good money.
2d ago
Listed one day ago

This is a Full time job

subClassification: Client Services
classification: Banking & Financial Services
  • Join an industry leader with a clear focus on career development & mentoring
  • Hybrid working and great employee benefits
  • Be part of an amazing team of CSO's & Financial Advisers
As a Client Service Officer you will provide a high level of service and admin support to our Financial Advisers and their clients.
1d ago
Listed twenty one hours ago

This is a Full time job

Attractive Remuneration Package
subClassification: Financial Planning
classification: Banking & Financial Services
  • Join an aware winning, industry super fund with a strong member focus
  • Enjoy a fantastic work culture, well-being days, cultural leave days & more
  • AFR BOSS Best Places to Work
In this role you will manage the Advice and Licensee Policy, Advice Documentation and Advice Offer.
21h ago
Listed one day ago

This is a Full time job

subClassification: Client Services
classification: Banking & Financial Services
  • Centrally located modern office close to public transport and parking
  • Excellent opportunity to develop your career
  • Flexible working, including hybrid home/office
Join our small and supportive customer service team and help us deliver outstanding service to our customers.
1d ago
Listed forty one minutes ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Job security with a well-established and respected national practice
  • A professional, supportive and friendly culture, where staff are valued
  • The ability to make an impact within the workplace and its client base
This role offers diversity, ongoing support, exposure to a full range of financial services and is led by people who genuinely wish to see you succeed
41m ago
Listed three days ago

This is a Full time job

$140k - $160k + Super + Bonus
subClassification: Financial Planning
classification: Banking & Financial Services
  • Long-term opportunity in the Sydney CBD | Mostly review meetings.
  • Leading name in the Advice industry | Great career opportunity.
  • Great workplace culture | Large friendly team | Some WFH available.
Provide holistic advice. Established book of long-term clients. Very well-supported role (4:1). Excellent back-office team. Focus solely on the client
3d ago
Listed one day ago

This is a Full time job

$110,000 – $120,000 per year
subClassification: Financial Planning
classification: Banking & Financial Services
  • Competitive package: Base salary, commission & share options aligned to skills
  • Hybrid work: Work from home and from the office for better work-life balance
  • Dynamic Growth: Join a fast-growing business, shape your portfolio in 3-5 years
Empower Wealth are seeking a Financial Planner: Drive Client Success, Excel in a Supportive Team, and Shape Your Future!
1d ago
Listed seven days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Sophisticated high net-wealth client base
  • Career progression pathway to Adviser
  • Full-time, perm position in our modern CBD office
Newly created position within our Private Wealth team, working closely with the Director to support a growing and diverse client base.
7d ago
Listed three days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Excellent salary package on offer with some WFH available. Sydney CBD office.
  • Existing, stable long-term book - complex and technically challenging
  • Long-standing business with steady growth trajectory - Equity options on offer
Manage an existing boutique portfolio of High Net Wealth clients. An opportunity to join a leading established national Private Wealth business.
3d ago
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