Client Adviser jobs in Newcastle, NSW

Jobs found: 168
Old Mutual South Africa
Newcastle

A leading financial services company is seeking a Commissioned Financial Adviser in Newcastle to help customers achieve their financial goals. The role emphasizes providing sound financial advice and expanding sales with existing clients. Key skills include consultative selling and building trust. Candidates should possess at least NQF Level 5 qualifications. This is a full-time position...

No Experience
2 days ago
Sufficient Funds ? Employer Of The Year, Women In Finance
Newcastle

Client Services Officer - with pathway to Financial AdviserRemote | Full-timeWe'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 deep...

3 days ago
Iov Omnibusverkehr Gmbh Ilmenau
Newcastle

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...

Remote
3 days ago
Bookmark Not interested
Weekday Ai (Yc W21)
Newcastle

OverviewWe 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...

3 days ago
Crossing Hurdles
Newcastle

Join to apply for the Financial Advising Expert | $95/hr Remote role at Crossing Hurdles This range is provided by Crossing Hurdles. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $*****/hr - $*****/hr Type: Hourly contract Compensation: $70–$95 per hour Location: Remote Duration: 1–2 months (with potential...

Remote
3 days ago
Bookmark Not interested
Ai Jobs
Newcastle

About the Role We are hiring for one of our prime clients — a leading AI research organisation — to engage experienced Financial Advisors for a high-impact, short-term project. In this role, you'll apply your financial planning and advisory expertise to help design, test, and refine AI-powered wealth management and financial planning systems . You'll ensure that these advanced tools reflect...

3 days ago
Bookmark Not interested
Picturewealth
Newcastle

Overview About 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 accessible and impactful for all. As a trusted financial advice firm with offices in Brisbane CBD, Gold Coast, Adelaide, and Perth, we specialise in...

3 days ago
Bookmark Not interested
Perpetual Limited
Newcastle

Risk Adviser, Priority Life page is loadedRisk Adviser, Priority LifeApply locations Melbourne 123 Pitt Street, Sydney time type Full time posted on Posted 5 Days Ago job requisition id R****More Time Off for What Matters:Enjoy up to 6 weeks of leaveFlexible Work Environment:Work where we work best – whether in the office or from home.Competitive salary packagePerpetual Group is an ASX-listed...

3 days ago
Bookmark Not interested
Ellis Bates Financial Advisers (Now Shackleton)
Newcastle

Join to apply for the Financial Adviser role at Ellis Bates Financial Advisers (now Shackleton) Newcastle Role Objective Deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their financial objectives and to drive new business from existing clients and acquisitions. Key Responsibilities Client Discovery & Financial...

3 days ago
Bookmark Not interested
Hood Sweeney Technology Pty
Newcastle

Hood Sweeney is a South Australian professional services firm with almost 50 years of experience. Our 140 staff across Adelaide and regional offices in Clare, Port Augusta, Whyalla, and Kadina serve more than 3,000 clients. We provide Accounting & Business Advisory, Financial Planning, Finance, Technology services through Orlo One, and consulting through Blue Jam. Throughout this period, we have...

3 days ago
Bookmark Not interested
Advice2Talent
Newcastle
$40 per hour

Senior Client Service Officer / Senior Administrator Location: Newcastle NSW – Office‑based Employment: Full‑Time (full or part time or flexible options available) Salary: A$85,000.00/yr – A$90,000.00/yr About the Role This is a senior, hands‑on position suited to someone who enjoys ownership and accountability. You will be the go‑to person for applications, follow‑ups, and workflow...

2 days ago
Irwin Mitchell
Newcastle

Overview Legal Director/Partner - Private Client (5311) role at Irwin Mitchell. 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. We’re always...

Hybrid
2 days ago
Bookmark Not interested
Epergne Solutions
Newcastle

Role Overview We are looking for a growth-focused professional to drive business expansion across Australia & New Zealand (ANZ). The role will focus on new client acquisition across industries such as Customer Experience, Product Engineering, Data, AI, and Martech. Work Mode: Remote (with travel across ANZ required). Location: Australia. What We're Looking For Energized by identifying, creating,...

3 days ago
Bookmark Not interested
Strava
Newcastle

Strava is the app for active people. With over 150 million athletes in more than 185 countries, Strava is where connection, motivation, and personal bests thrive. No matter your activity, gear, or goals, we help you find your crew, crush your milestones, and keep moving forward. Start your journey with Strava today. Strava for Business partners with brands looking to authentically engage with our...

Remote
3 days ago
Bookmark Not interested
Collaborative Solutions
Newcastle

The Client Partner is accountable for revenue growth and retention across a defined portfolio of mid-market and enterprise clients. The role achieves individual sales targets by developing and executing account strategies, in close collaboration with Workday and Cognizant stakeholders, to expand footprint, increase share of wallet, and deliver measurable client outcomes. Key...

3 days ago
Create job alert for new jobs for
Client Adviser, Newcastle
Irwin Mitchell Llp
Newcastle

Overview We're a national law firm with a local reach. Our legal experts are here for you. Whether it's personal or business, we understand that everyone's situation is different. But we're more than just a law firm – we're a team of people working together to help individuals and businesses navigate life's ups and downs. Working here you'll feel a part of our friendly and inclusive...

Hybrid
3 days ago
Bookmark Not interested
Sleek
Newcastle

Overview Through proprietary software and AI, along with a focus on customer delight, Sleek makes the back-office easy for micro SMEs. We give Entrepreneurs time back to focus on what they love doing - growing their business and being with customers. With a surging number of Entrepreneurs globally, we are innovating in a highly lucrative space. We operate 3 business segments: Corporate Secretary:...

Remote
3 days ago
Bookmark Not interested
Fatmap
Newcastle

About This Role Strava is the app for active people. With over 150 million athletes in more than 185 countries, Strava is where connection, motivation, and personal bests thrive. No matter your activity, gear, or goals, we help you find your crew, crush your milestones, and keep moving forward. Start your journey with Strava today. Strava for Business partners with brands looking to authentically...

Remote
3 days ago
Bookmark Not interested
Strava
Newcastle

Strava is the app for active people. With over 150 million athletes in more than 185 countries, Strava is where connection, motivation, and personal bests thrive. No matter your activity, gear, or goals, we help you find your crew, crush your milestones, and keep moving forward. Start your journey with Strava today. Strava for Business partners with brands looking to authentically engage with our...

Remote
3 days ago
Old Mutual South Africa
Newcastle

A financial services firm seeks an Advancing Financial Adviser for its Newcastle division. This entry-level role requires building strong customer relationships, understanding their needs, and providing tailored financial solutions. Candidates should have a Matric qualification, 12 months’ experience in financial services, and a valid driver’s license. Theorganization's commitment to diversity...

No Experience
2 days ago
Menu