Private Client Adviser
vor 2 Wochen
Highlight Build strong, lasting client relationships while delivering strategic financial advice Be part of a collaborative, high-performing and growth-focused team Real opportunity for strategic influence in the business About Pitcher Partners Newcastle and Hunter Pitcher Partners Newcastle and Hunter is a leading accounting and advisory firm supporting a broad range of clients among the region, in a range of industries. With a team of 120 people across their Newcastle and Maitland offices, they are proud of the evolution of their team culture since a company merger took place nearly four years ago: considered one of inclusiveness and collaboration across cross-functional teams. About the opportunity As a Private Client Adviser, you’ll take ownership of a portfolio of valued clients, delivering personalised, high-quality advice aligned to their goals. You’ll be supported by a strong internal team, innovative technology, and a workplace culture that genuinely celebrates success and encourages growth. Responsibilities Manage and grow a portfolio of high-calibre clients by providing tailored, strategic financial advice. Build and maintain strong, trust-based relationships with clients, professional referrers, and internal stakeholders. Identify new business opportunities and contribute to the continued growth and direction of the business. Lead the delivery of advice strategies from development through to implementation, ensuring compliance and high standards at every stage. Play an active role in mentoring, coaching, and supporting the development of team members. Why Pitcher Partners? Joining Pitcher Partners means becoming part of a collaborative and values-led organisation. They are large enough to provide breadth and opportunity; small enough to ensure your contribution is visible and valued. As part of our Private Wealth team, you’ll gain access to a high-performing and supportive environment, a respected brand, and real opportunities for professional and personal development. About you To be successful in this role, you will bring a blend of strategic capability, strong relationship management skills and a genuine passion for supporting clients. You will have : Certified Financial Planner designation and Authorised Representative status. Proven ability to deliver high-quality, technically sound advice with a client-first mindset. Excellent communication skills, with the ability to simplify complex strategies and build strong relationships. High level of self-motivation, time management, and attention to detail. Strong business acumen with a drive to identify opportunities and contribute to the firm’s strategic goals. Experience with financial planning software and Microsoft Office suite. How to apply To learn more about key responsibilities, company culture and associated benefits of this opportunity, please email. Alternatively – click “Apply” to submit your covering letter and CV, outlining your motivation for this opportunity and how you believe your experience aligns. #J-18808-Ljbffr
-
Strategic Private Wealth Adviser
vor 2 Wochen
Newcastle City Council, Österreich Pitcher Partners VollzeitA leading accounting and advisory firm in Newcastle is seeking a Private Client Adviser to manage a portfolio of valued clients, delivering tailored financial advice. The ideal candidate will have a Certified Financial Planner designation and strong relationship management skills. This role offers opportunities for professional growth within a collaborative...
-
Strategic Private Client Adviser
Vor 7 Tagen
City of Melbourne, Österreich Pitcher Partners VollzeitA leading accounting and advisory firm in Melbourne is looking for a Private Client Adviser to manage a portfolio of high-calibre clients and provide tailored financial advice. The ideal candidate will have a Certified Financial Planner designation and possess strong strategic capability along with excellent relationship management skills. This role offers a...
-
Strategic Private Client Adviser
vor 1 Tag
City of Melbourne, Österreich Pitcher Partners VollzeitA leading accounting and advisory firm in Melbourne is looking for a Private Client Adviser to manage a portfolio of high‑calibre clients and provide tailored financial advice. The ideal candidate will have a Certified Financial Planner designation and possess strong strategic capability along with excellent relationship management skills. This role offers...
-
Private Client Adviser
Vor 7 Tagen
City of Melbourne, Österreich Pitcher Partners VollzeitHighlight Build strong, lasting client relationships while delivering strategic financial advice Be part of a collaborative, high-performing and growth-focused team Real opportunity for strategic influence in the business About Pitcher Partners Newcastle and Hunter Pitcher Partners Newcastle and Hunter is a leading accounting and advisory firm supporting a...
-
Private Client Adviser
vor 1 Tag
Council of the City of Sydney, Österreich Anton Murray Consulting VollzeitSydney Wealth Management Permanent Our client is an Australian boutique Wealth Management firm with a unique focused approach, fostering extraordinary outcomes for both clients and stakeholders. With deep institutional backing their offer is designed for advisers ready to scale up with purpose. This is an exceptional opportunity for a well-established...
-
Financial Adviser
vor 2 Wochen
City of Brisbane, Österreich VISIS Private Wealth VollzeitRole Summary We are seeking an enthusiastic and driven Associate Adviser to join our dynamic wealth management team at VISIS Private Wealth in Brisbane. As an Associate Adviser you will be mentored by one of our Partners who is a successful Financial Adviser. You will play a key role in providing comprehensive wealth management advice and service to our...
-
Legal Director
vor 1 Tag
Newcastle City Council, Österreich Tideri Jobbörse VollzeitOverview Legal Director / Partner – Private Client We are a national law firm with a local reach. We’re more than just a law firm – we’re a team working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll feel part of a friendly, inclusive environment where you’re valued for who you are and what you...
-
Private Wealth Associate
vor 1 Woche
Council of the City of Sydney, Österreich Integral Private Wealth VollzeitIntegral Private Wealth is seeking an exceptional Private Wealth Associate to support the Principal Adviser in a true private wealth environment. You will work directly alongside an adviser recognised nationally by Barron’s in The Australian and Financial Standard, supporting high net worth clients with complex and intellectually rewarding strategies. This...
-
Private Banking Associate Adviser: Client Impact
Vor 3 Tagen
City of Melbourne, Österreich Macquarie Group VollzeitA leading financial institution in Melbourne seeks an Associate Adviser for Private Banking. This role involves supporting Senior Private Bankers, preparing high-quality financial advice, and engaging with clients. The ideal candidate has strong academic qualifications in finance or a related field, with proven experience in delivering compliant financial...
-
Legal Director
Vor 3 Tagen
Newcastle City Council, Österreich Irwin Mitchell VollzeitOverview Legal Director / Partner - Private Client We are a national law firm with a local reach. We're more than just a law firm – we're a team working together to help individuals and businesses navigate life's ups and downs. Working here you'll feel part of a friendly and inclusive environment, where you're valued for who you are and what you bring....
