Senior Financial Adviser: Lead Client Wealth

Fortuna Advisory Group is a multi-disciplined advisory business providing accounting, legal, wealth, finance, IT managed services, insurance and outsourcing to over 15,000 clients nationally. The business was started in 2012 in Perth and has now grown to have 15 offices, principally in WA and 1 office in Sydney, but has an aggressive growth strategy to be...

Description We are seeking a talented individual to join our Mercer Financial Advice team at Mercer. This role is based in Perth. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Financial Adviser We are seeking an experienced and highly motivated Senior Financial Adviser to join our Perth team. The...

Company : Mercer Description We are seeking a talented individual to join our Mercer Financial Advice team at Mercer. This role is based in Perth and is a hybrid role that requires working at least three days a week in the office. Senior Financial Adviser We are seeking an experienced and highly motivated Senior Financial Adviser to join our Perth team. The...

A financial advisory firm in Perth is seeking an experienced Senior Financial Adviser to join their team. This hybrid role requires providing expert financial advice to high-net-worth individuals, developing tailored financial strategies, and maintaining strong client relationships. The ideal candidate will possess a relevant degree, advanced certifications,...

A leading financial advisory firm based in Perth is seeking an experienced Senior Financial Adviser to join its team. The role focuses on providing expert financial advice to high-net-worth individuals, developing tailored financial strategies, and building strong client relationships. A minimum of 5-7 years in financial advisory is required, along with...

A leading financial advisory firm in Perth is seeking a Senior Financial Adviser to join its team. This hybrid position requires strong skills in financial planning and client management, with a minimum of 5-7 years’ experience preferred. The successful candidate will develop tailored financial strategies for high-net-worth clients and maintain long-term...

A leading financial services firm based in Perth is looking for a Full-Time Graduate Investment Accountant. This role supports the Wealth Management and Protection team, focusing on updating investment transactions and maintaining client records. Ideal candidates should have a Bachelor's in Commerce or Financial Planning and possess strong communication and...

A leading financial advisory firm is seeking an experienced Senior Financial Adviser to join its team in Perth. In this hybrid role, you will provide expert financial advice to high-net-worth individuals and develop tailored financial strategies. The ideal candidate should have a minimum of 5-7 years in financial advisory along with relevant qualifications....

A reputable financial firm in Perth is seeking a Full-Time Graduate Investment Accountant to support the Wealth Management team. The role involves updating investment transactions, maintaining records, and ensuring client satisfaction. Ideal candidates will possess a Bachelor of Commerce or similar, and exhibit excellent communication and organisational...

A leading financial planning firm in Perth is seeking Client Services Associates and Managers with experience in Wealth Management. This full-time position involves assisting clients with financial advice across various areas, including investments and insurance. Candidates should possess a relevant degree and strong communication skills, along with at least...