Private Wealth Assistant

Integral 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...

A financial advisory firm in Sydney is looking for a Private Wealth Associate to support the Principal Adviser. This role involves attending client meetings, preparing client summaries, and managing the advice workflow. Candidates should have at least 3 years of experience in financial planning and should excel in communication and detail-oriented tasks. The...

A prominent Wealth Management firm is seeking aPrivate Wealth Team Assistant to join their Melbourne office. With a strong presence across private wealth management, corporate finance, equity research, investment strategy, and institutional sales, the firm fosters a collaborative and innovative culture. It offers a flexible, respectful, and supportive work...

Join to apply for the Consultant - Private Wealth Support role at Netwealth - See Wealth Differently (ASX:NWL) About Netwealth Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award‑winning wealth management platform reflects our commitment...

This organisation is a long-standing player in the financial services industry. They have a strong presence in private wealth management, corporate finance, equity research, investment strategy, and institutional sales . The firm fosters a collaborative and innovative culture, offering an environment built on flexibility, respect, and support. As a Team...

A prominent Wealth Management firm is seeking a Private Wealth Team Assistant to join their Melbourne office. This role involves supporting a high-performing advisory team, assisting in financial advice preparation, and ensuring compliance and administrative efficiency. The ideal candidate holds a University Degree and has at least 3 years’ experience in a...

A global financial institution seeks a Dealers Assistant in Melbourne to support private client advisers within their Wealth Management team. Candidates should have 2+ years in equity operations or client services, possess strong communication skills, and ideally hold a relevant Bachelor's degree. The position offers a competitive salary range of $75-90k...

A financial services firm in Melbourne is seeking a Team Assistant to support the Private Wealth team. The candidate will assist with financial advice preparation and client communications while ensuring compliance and administrative effectiveness. Ideal candidates have a degree in business or finance and experience in a support role. Proficiency in various...

A wealth management firm in Brisbane seeks an enthusiastic Associate Adviser to provide comprehensive advice and service to clients. You will be mentored by a successful Financial Adviser and play a key role in developing financial plans, analyzing client needs, and implementing wealth management strategies. The ideal candidate has 2 years of experience in a...

On-site Posted 2 days ago Join a High-Growth Private Wealth Firm Backed by an Entrepreneurial Culture Our client is a respected and fast-growing Private Wealth business seeking experienced Advisors ready to take the next step in their career. If you’re seeking greater autonomy, stronger commercial reward, and the opportunity to shape your own growth...