Wealth Solutions Partner
vor 3 Wochen
Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction? Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom? Do you enjoy working collaboratively across divisions and unlocking further advice opportunities within our internal client base? If you answered yes to the above, read on An Opportunity with a Difference We're seeking a dynamic individual with a background in Financial Planning who’s ready to pivot into a role that’s truly focused on the front end of the client journey. Unlike traditional advice roles that balance ongoing servicing, reviews, and implementation, this opportunity is centred on what many advisers enjoy most, meeting new clients, leading discovery conversations, and helping them take the first steps toward financial advice. You’ll play a critical role in converting warm internal leads into engaged Wealth clients, without the ongoing administrative and compliance load of long-term client management. Working closely with our Accounting and Wealth teams, you’ll collaborate to unlock opportunities and deliver seamless, high-impact experiences for our clients. What will your typical week look like? Meet and engage with new clients, understanding their financial needs and goals. Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIs Partner with a team of trusted Findex Accountants and Wealth Advisers Develop joint
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Wealth Solutions Partner
vor 3 Wochen
City of Brisbane, Österreich Findex VollzeitConsiderations Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction? Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom? Do you enjoy working collaboratively across divisions and unlocking further advice opportunities within our...
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Wealth Solutions Partner
vor 3 Wochen
City of Melbourne, Österreich Findex VollzeitAre you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction? Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom? Do you enjoy working collaboratively across divisions and unlocking further advice opportunities within our internal...
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Wealth Solutions Partner
vor 3 Wochen
City of Brisbane, Österreich Findex VollzeitConsiderations Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction? Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom? Do you enjoy working collaboratively across divisions and unlocking further advice opportunities within our...
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Partner/Associate Partner
vor 3 Wochen
City of Melbourne, Österreich Xprt Dev VollzeitPartner/Associate Partner - Wealth Management Lawson Delaney Australia location_pin Sydney, NSW home_work On-site Posted 10 days ago Lawson Delaney is Melbourne's leading firm when it comes to assisting Wealth Management and Accounting Practices achieve their business objective. Join a nationally respected advisory firm with deep relationships across...
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Private Banking Associate: Client Care
Vor 7 Tagen
City of Melbourne, Österreich Westpac VollzeitA leading bank in Melbourne is seeking an Associate Private Banker to deliver outstanding client service and support high-net-worth clients. The ideal candidate will partner with Private Bankers, manage client needs, and coordinate lending solutions. Applicants should have a passion for client relationships, experience in banking or wealth management, and...
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City of Melbourne, Österreich Goldman Sachs VollzeitWealth Management Professional – Melbourne Join to apply for the Private Wealth Management, Wealth Management Professional, Melbourne role at Goldman Sachs. Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide...
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Operations Manager
vor 2 Wochen
City of Melbourne, Österreich Australian Wealth Solutions VollzeitAustralian Wealth Solutions (AWS) is a boutique financial advice and wealth management firm committed to delivering high-quality, unparalleled service provision to our family groups. We are seeking a detail-oriented Operational Manager to lead and manage our client services, paraplanning, and offshore teams. This role is pivotal in ensuring operational...
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Business Development Manager – Wealth Solutions
vor 22 Stunden
City of Brisbane, Österreich Macquarie Group VollzeitBusiness Development Manager – Wealth Solutions Join to apply for the Business Development Manager – Wealth Solutions role at Macquarie Group . Our Wealth Solutions team offers market-leading integrated wealth solutions for advisers and their clients. Business Development Managers at Macquarie Wealth help financial advice firms and financial brokers...
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Business Development Manager – Wealth Solutions
vor 2 Wochen
City of Brisbane, Österreich Macquarie Bank Limited VollzeitBusiness Development Manager – Wealth Solutions Primary office location Brisbane Date 25-Aug-2025 Permanent - Full time, Job category Business Development & Sales, Wealth Management Our Wealth Solutions team offers market-leading integrated wealth solutions for advisers and their clients. Business Development Managers at Macquarie Wealth help financial...
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City of Brisbane, Österreich VISIS Private Wealth VollzeitBusiness Support Co-ordinator at Award Winning Private Wealth Firm Part-time or Full-time considered for the right candidateStart an exciting new opportunity in early 2026! About the Role VISIS Private Wealth, an award-winning financial services firm, is seeking a detail-oriented and proactive Business Support Co-ordinator to join our Brisbane team. This is...
