Holistic Wealth Advisor For High-Net-Worth Clients
ResponsibilitiesManage high‑net‑worth client relationships in Brisbane, Melbourne, or Sydney. Provide tailored financial advice, including retirement and investment planning, and develop client investment strategies.QualificationsAt least 1‑2 years of re…
Private Wealth Adviser
Brisbane, Queensland, Australia; Melbourne, Victoria, Australia; Sydney, New South Wales, Australia Position Summary This role is accountable for the delivery of advice and managing client relationships to facilitate an excellent level of client service. This …
Elite Wealth Advisor for High‑Net‑Worth Clients
Focus Financial Partners is seeking a financial advisor to manage high-net-worth client relationships in Brisbane, Melbourne, or Sydney. The role involves providing tailored financial advice, including retirement and investment planning, and developing investm…
Client Service Manager
The purpose of the Client Service Manager (CSM) is to proactively assist the Financial Adviser/s to exceed their clients’ expectations and financial planning requirements by assuming responsibility for the day-to‑day administration and implementation activ…
Holistic Wealth Advisor for High‑Net‑Worth Clients
A financial services firm is looking for a Financial Adviser to manage high-net-worth client relationships in Brisbane, Melbourne, or Sydney. The role entails providing tailored financial advice, including retirement and investment planning, and developing cli…
Head of Wealth Advisory
Position Summary The Head of Wealth Advisory is a senior executive leadership position responsible for overseeing the FPA wealth advisory function. This role has accountability to deliver revenue targets and growth ambitions for the business. It will drive the…