private client advisor jobs in Canberra, ACT

Overview Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiaryof Fisher Investments, which is a privately held multi-billion dollar...

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar global...

SW Business & Private Client Advisory Virtual Experience On-site Australia Online/remote Location Australia, Online/remote What is this? Interested in working in an accounting firm? Want to see what your day-to-day life would look like? Want experience from real case scenarios that have occurred at SW? NOW is your chance! In this virtual experience, you will be given the opportunity to...

About the Role Unique career opportunity for an experienced Personal Lines Senior Account Manager who is skilled with Private Client Group accounts. Working for a highly specialized team out of Arizona, your role includes: - Serving as a key member of a specialized team with an exclusive focus on private client group personal lines. - Being an integral part of the ongoing relationship...

OverviewInterested in working in an accounting firm? Want to see what your day-to-day life would look like? Want experience from real case scenarios that have occurred at SW? NOW is your chance! In this virtual experience, you will be given the opportunity to demonstrate and sharpen the skills required to be a Consultant in the Business & Private Client Advisory Division at SW. This includes...

A leading financial services firm in Perth is seeking a full-time Financial Advisor to deliver comprehensive financial planning services. The ideal candidate will have 3-5 years of experience, strong compliance knowledge, and excellent communication skills. Responsibilities include managing client relationships, providing tailored financial advice, and staying updated on market trends. This role...

A financial advisory firm in Gold Coast is seeking a Senior Financial Advisor to deliver comprehensive financial planning services. Responsibilities include client interviews, providing tailored advice, and maintaining relationships with clients. Candidates should have a minimum of 5 years of experience, strong communication skills, and knowledge of compliance regulations. This full-time position...

A boutique investment banking firm is seeking experienced Investment Advisors to join their team. This commission-only role offers top performers the potential to earn between $100,000 and $500,000 annually. Candidates should have at least 5 years in sales, preferably within financial services, and established connections with high-net-worth clients. The firm provides a collaborative work...

A Tier 1 Financial Advisory firm is offering a Finance Advisor Internship in Australia. This role provides hands-on experience in financial planning and advisory services, including financial modelling, client interaction, and compliance checks. Ideal candidates are detail-oriented finance graduates passionate about investment strategies. Comprehensive training will develop your technical...

A growing public practice in Western Australia seeks an experienced Senior Tax Accountant to manage a portfolio of clients and deliver strategic tax advice beyond compliance. The role offers genuine responsibility, autonomy in a small team, and flexible arrangements including part-time for the right candidate. Ideal for a professional with over 5 years' public practice experience and a CA or CPA...

We are currently seeking an experienced full time Physiotherapist to join a busy team in Canberra. About you Enthusiasm and passion for the profession are key. We are looking for someone who is easy-going, blends in a team, and communicates well with patients, colleagues, and other health professionals. Ideally, someone who has a strong work ethic and puts patients first, always striving for...

This is a Private Wealth Management Expert role with Mercor based in Sydney, NSW, Australia Mercor Role Seniority - mid level, junior More about the Private Wealth Management Expert role at Mercor Mercor is recruiting U.S./UK/Canada/Europe/Australia-based Private Wealth Management Experts for a research project with a leading foundational model AI lab. You are a good fit if you: Have at least 2...

2 weeks ago Be among the first 25 applicants Overview This role is for one of the Weekday's clients. We are seeking experienced Private Equity Experts based in the U.S., U.K., Canada, Europe, or Australia to collaborate on a research project with a leading foundational model AI lab. This opportunity is ideal for professionals with a strong private equity background who are interested in...

Role Overview Private Wealth Management Expert role with Mercor based in Sydney, NSW, Australia. About the Role - Work is fully asynchronous and can be adjusted to fit your schedule. - Commit at least 10 hours per week. - Minimum four-week engagement beginning in October, with potential for extension or rotation to similar future projects. - Successful contributions increase the odds of being...

The opportunity As our Senior Consultant you will get great opportunities to work across a range of industries and clients including corporate groups, trusts, privately owned business, and high net wealth families to help shape and enhance business strategies and solve tomorrow's tax problems today.This is a hybrid position based in Canberra. Our roles can potentially be adjusted to work flexibly...

Job Description Create your best future and join Westpac as a Director, Private Lending. What’s the role? This is your opportunity to lead with purpose and shape the future of Private Lending at Australia’s most awarded Private Bank. As Director – Private Lending, you’ll play a pivotal role in delivering exceptional outcomes for high-net-worth clients, while guiding a high-performing team and...

A global investment firm is seeking a Private Client Director in Australia focused on business development with high-net-worth investors. The role involves acquiring clients, engaging with leads, and educating them about financial solutions. Ideal candidates have over 5 years of financial services sales experience and a clean record with ASIC and APRA. This position offers a collaborative work...

A leading Australian bank is seeking a Director for Private Lending, responsible for delivering exceptional results and leading a high-performing team. This full-time role is focused on strategic change and involves managing complex lending solutions for high-net-worth clients. The ideal candidate will have a strong background in credit risk and lending strategy and excel in leadership and...

A leading wealth management firm is seeking a Private Client Director focused on acquiring high-net-worth wholesale clients. This remote role involves managing client relationships, utilizing provided leads, and presenting tailored investment solutions to affluent investors. The ideal candidate has at least 5 years of experience in financial services, a clean regulatory record, and a proven track...

A recruitment firm is seeking a Personal Lines Senior Account Manager to join a specialized team remotely. The ideal candidate will have at least three years in personal lines client management, focusing on high net worth clients. Your role includes relationship management and strategizing long-term risk management solutions. Proficiency in insurance programs, policy forms, and an active...