- Jobs
- Australia
- South Australia
- Adelaide
- Wealth Adviser
Wealth Adviser jobs in Adelaide, SA
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,...
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...
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....
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...
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 New South Wales seeks a dynamic individual for a Senior Financial Adviser role focused on enhancing client experiences and achieving financial goals. This position emphasizes client interaction, pipeline management, and collaboration with Accounting and Wealth teams. The successful candidate will have a proven track record in financial advising, strong relationship...
Overview Join to apply for the Wealth manager | $85/hr Remote role at Crossing Hurdles. Location: Remote • Duration: 1–2 months (with possible extension) • Commitment: ~20 hrs/week (part-time, flexible) Base pay range $70.00/hr - $85.00/hr Details Type: Hourly Contract Compensation: $70–$85/hour (based on experience) Location: Remote Duration: 1–2 months (with possible...
Reporting directly to the CEO, Private Wealth Division Capital Haus Group & Baker Young are seeking an experienced Practice Manager to lead the day-to-day operations of its private wealth practice based in Adelaide. This is a senior, hands-on role accountable for how the practice operates — supporting advisers, client services, systems, and operational standards — while working closely with the...
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...
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...
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...
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,...
Senior Research Analyst - Perpetual Wealth ManagementJoin to apply for the Senior Research Analyst - Perpetual Wealth Management role at Perpetual LimitedPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.About the RoleThis...
Baker Young is seeking an experienced Practice Manager to oversee the day-to-day operations of its private wealth practice based in Adelaide. Reporting directly to the CEO of the Private Wealth Division, this is a senior, hands‐on role accountable for practice operations, adviser and client service support, systems, and operational standards. The role supports local teams in Adelaide while...
A leading financial institution is seeking an Adviser Support to join their Adelaide team. This role involves strengthening client relationships, supporting advisers in investment analysis, and managing compliance. The suitable candidate should have a strong interest in investments, exceptional communication skills, and proficiency in MS Office. The working environment is inclusive, fostering...
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...
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...
A prominent financial services group in Adelaide is seeking an experienced Practice Manager to oversee operations within its private wealth division. This senior role involves managing day-to-day workflows, supporting advisers and client services, and ensuring operational compliance. The ideal candidate should have a strong background in wealth management, leadership skills, and experience with...
A leading financial services firm in Sydney is seeking a Senior Paraplanner to provide quality paraplanning services and strategic advice support. The role involves collaborating with advisers, generating tailored advice documents, and coaching junior team members. The ideal candidate will have a minimum of 5 years of experience in paraplanning and be proficient with XPLAN software. This position...
A leading financial services firm in South Australia seeks a proactive Senior Paraplanner to prepare comprehensive Statements of Advice and Strategy Documents. This role involves collaborating with advisers and ensuring compliance within a quality-focused advice environment. The ideal candidate will have 5+ years of experience in paraplanning, strong technical knowledge of superannuation,...