Client Adviser jobs in Adelaide, SA

Client Services Officer - with pathway to Financial Adviser Remote | Full-time We're Sufficient Funds – recently crowned Australia's Employer of the Year (Women in Finance) – and we're not your average financial planning firm. We're proudly values-first, jargon-free, and genuinely obsessed with delivering real outcomes for young Australians. Think 100% virtual, long before it was cool. Think...

A leading financial advisory firm in Australia is seeking an experienced Financial Adviser to provide exceptional service to clients in achieving their financial goals. This role demands a strong commitment to client relationship management, with responsibilities including the development of financial strategies and communication of investment data. Applicants should have 4-5 years of experience...

Overview - 40% Billable / 60% Team Management - $130,000 – $150,000 + super - Run the Melbourne Planning Team. Team Manager or Senior looking to take the step up to help lead the VIC Environmental Planning team for a National Australian consultancy. The current Planning Manager has been promoted to VIC GM, with huge vision from the CEO to supercharge the team with more Planning capability as...

A financial planning firm based in Adelaide is seeking a Senior Financial Adviser to join their team. This role involves managing a client portfolio and delivering strategic financial advice. The ideal candidate will have over 5 years of experience, FASEA/ASIC compliant qualifications, and a strong focus on client relationships. The firm offers competitive salary, performance bonuses, and...

Overview Permanent full-time opportunities based in our Adelaide CBD office. Be part of a high-performing and collaborative team that'll uplift your career in Wealth Management. Partner with our Advisers to provide the best service to our clients and communities. Our people are client obsessed. They prioritise the goals and needs of the client above all else. Our mindset fosters innovation and...

A mortgage network company is seeking self-employed Mortgage Advisers to join their team. This role offers the freedom to manage your own schedule and client relationships while receiving expert support and modern technology. You'll enjoy competitive commission splits and the flexibility to work from anywhere. Ideal candidates will be self-motivated and have a strong understanding of mortgage...

A leading Australian financial services firm is seeking a Senior Financial Adviser to provide exceptional service and manage client accounts. This role involves preparing strategic financial plans, supporting business development, and maintaining strong client relationships. Ideal candidates will have over seven years of experience and relevant qualifications. Flexible work arrangements are...

About Jacaranda Financial Planning At Jacaranda Financial Planning, we specialise in optimising superannuation and retirement outcomes. As a part of Perpetual Wealth Management, our team of professional advisers is dedicated to enhancing clients' financial confidence and prosperity. We deliver this by adopting a warm, engaging approach that's grounded in clarity, quality, and client-centered...

Overview We are seeking experienced Financial Advisors to collaborate on a cutting-edge project with a leading AI research lab. In this role, you will apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. Your insights will be critical in ensuring...

A leading financial services company is seeking a Financial Adviser to provide IntraFund advice to clients. You will be responsible for educating members and delivering personalized financial advice to help them achieve their retirement goals. Candidates should have a strong background in superannuation planning and must be registered on the Financial Adviser Register. This opportunity offers a...

Overview Join to apply for the Financial Adviser - Remote role at PictureWealth Get introduced to this opportunity and other exclusive features. About Us At PictureWealth, we're dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering "More Advice to More Australians", making expert financial advice...

Overview A global financial services firm in Melbourne is seeking a passionate Financial Adviser to join their telephone-based Intra-Fund Advice Team. This role involves delivering high-quality retirement advice, simplifying complex financial concepts, and maintaining strong client relationships. Qualifications 1-3 years of experience, strong technical knowledge in financial advice, and...

A leading financial advice firm in Sydney is looking for an experienced Adviser Assistant / Paraplanner. You will support life insurance advisers in advising and servicing clients. Ideal candidates have 2-3 years in a similar role, strong communication skills, and are proficient with tools like Xplan and Microsoft Office. This role offers a competitive salary and the potential to work from home...

A leading financial services firm is seeking a Senior Financial Adviser to join their Perth team. This hybrid role requires developing tailored financial strategies for high-net-worth clients and maintaining long-term relationships. Ideal candidates will possess a degree in finance or related fields and have a strong background in financial planning and investment management. The position offers...

What role will you play? Through your experience and expertise, you will deliver bespoke investment and strategic advice tailored to the unique needs of high‐net‐worth individuals and their families. Building and nurturing trusted relationships will be central to your role, ensuring an exceptional and seamless client experience. You will also oversee and prepare advice and review documents,...

About our Client Pride Advice Established in Adelaide and Sydney, Pride Advice is a leader in Financial Services, serving clients locally and across Australia. They pride themselves on being strong, loyal, protective, and fearless—core attributes that define how they care for and protect their clients. Their Financial Advisers have a proven track record of helping clients achieve their goals,...

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 successful candidate will have a strong background...

Catapult Wealth is a growing, client-focused financial planning firm based in Adelaide. We are seeking an experienced Senior Financial Adviser to join our team and play a key role in the continued growth of the business. This is an opportunity for a high‑calibre adviser who enjoys delivering quality advice, building long‑term client relationships, and working closely with a supportive leadership...

A financial services firm in Australia is seeking a Senior Adviser to join their dedicated team. The role involves developing tailored financial strategies, providing investment and tax advice, and building long-term client relationships. The ideal candidate will possess experience in financial advising and a strong understanding of superannuation, ensuring clients achieve their financial goals....

This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. - NSW based Adviser (Sydney office) - Insurance only Advice - Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...