Jobs Board

Role Type
Employment Type
Work Type

Private Client Associate

BlueRock

BlueRock Private Wealth are specialists in creating wealth through their unique goal-based financial planning approach. Our team are responsible for finding solutions for all our clients seeking financial advice. From financial planning to investments to life insurance, BlueRock Private Wealth can help.

We work holistically to create an approach that suits every client’s strategy and personal situation, leaning on the skills and experience of the broader BlueRock community to add value and expertise.

UNIQUE FINANCIAL ADVISER OPPORTUNITY (BRISBANE BASED) No Licensee fee. Lots of leads. Joint Venture. Details below.

WHAT IF ADVICE

Brisbane based financial advice firm. Self-licensed. Due to business growth we want to add another adviser, but don’t want to just employ someone – we want you to join in and own part of the business.

Associate Adviser

or

Remote

Kelly Partners Private Wealth

High growth business servicing a range of different clients providing holistic advice

CSO / Front of House / Social Media & Marketing

Embrace Wealth (Ascot Vale, VIC)

The team at Embrace Wealth are passionate about educating clients to make well-informed decisions, so they can enjoy life without the burden of financial worry. They listen and help people to develop and articulate their goals whilst learning about what’s important to them and their families.

With extensive knowledge including self-managed super funds, investments to generate passive income, superannuation, insurance and sensible debt planning, they really do have all bases covered. Embrace Wealth partners with accountants, lawyers and debt specialists to ensure clients have a trusted personal advisory board who understand their goals and work collaboratively towards helping them achieve them.

Client Service Administrator with pathway to Associate Financial Adviser

King Financial Group

We are an established and professional boutique financial planning practice that is dedicated to delivering the best possible service to our clients. We have a strong reputation in delivering exceptional financial services to ensure that clients receive the best possible outcomes.

Our extensive client base benefits from having access to the full range of holistic advice services including Wealth Accumulation, SMSF, Retirement, Superannuation, Estate Planning, Risk and specialised Aged Care advice.

We are a company that believes in assisting our employees achieve their full potential and we offer:

– Competitive salary including bonus structure (paid monthly!)
– Friendly environment and open office culture
– Commitment to professional development and training
– A caring and supportive work environment

Financial Adviser/Financial Planner to Australian Expats – Dubai, UAE

Atlas Wealth Management

Atlas Wealth Management is the leading provider of Australian expat financial advice. With clients in over 35 countries we are the only financial services firm in Australia that specialises in providing Australian expat financial planning and wealth management services to Australian expats.

As our name suggests we are globally focused and delivering expat financial planning to Australian expats is our specialty.

Operating from two offices – one in Australia that looks after Australian expats in the APAC & America regions and the other office in Dubai which works with Australian expats in the EMEA region – over the past 10 years we have built a firm that employs that latest technology to be able to deliver our services to expats in any country.

We are the recipient of numerous Australian and international financial advice awards for the high level of financial advice that we provide to our clients.

Financial Planner Sought

Master Your Money Now

Go to www.masteryourmoneynow.com.au to find out more about us

Xplan Advice Technology Consultant

or

Remote

Wealth Axis

Advice Technology Consultant
Full-Time and Contract Available Work From Home
Introducing Wealth Axis and our services

Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent.

What we offer

We offer a environment which challenges you to realise your potential.

In addition employees enjoy:

Professional growth competitive compensation
Incentive payments
Flexible work arrangements
Paid training
Mentoring
Work Type

Advice Technology Consultant

Full-Time and Contract Available Work From Home

We are currently looking for an Advice Technology Consultant to join our team supporting our best of breed financial planning solutions built in XPLAN.

The successful candidate will be providing quality first line support to our Dealer Groups which includes financial advisers, support staff and also internal departments via email and phone solving a variety of advice technology challenges and implementing XPLAN solutions. You will also play a fundamental role in the planning, building, and execution of critical configurations project within the Wealth Axis Xplan System to ensure it meets the needs of our customers.

OUTSOURCED PARAPLANNER – WORK FROM HOME

or

Remote

Wealth Axis

Outsourced Paraplanner Work From Home

Introducing Wealth Axis and our services

Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent to join our Outsource Paraplanning Team. The successful applicant will have plenty of experience using XPLAN (particularly the modelling modules such as XTOOLS+ and WealthSolver). Working with peers in Australia and overseas, you will be responsible for creating Advice Documents on behalf of our clients.