Search job title or keyword

Search results

5 jobs

Sort by

Private Wealth Adviser

FourQuarters Recruitment

Perth WA 6000•Full time

KEY POINTS WE FOUND

Work directly with high-net-worth clients and experienced Senior Advisers
Provide high-quality retail financial advice aligned with clients' values and goals
Build your technical and advisory skills in a well-supported team

Senior Private Wealth Adviser

FourQuarters Recruitment

Perth WA 6000•Full time

KEY POINTS WE FOUND

Deliver complex, strategic advice to ultra-high-net-worth clients.
Build and manage high-value client relationships.
Mentor and collaborate within a strong advice team.

Financial Advisor

Wood Recruitment

Perth WA 6000•Full time

KEY POINTS WE FOUND

Build and manage long-term client relationships
Conduct client meetings and deliver tailored financial advice
Ensure compliance with ASIC and legislative requirements

Financial Adviser

Perth WA 6000•Full time

KEY POINTS WE FOUND

Deliver high-volume intrafund and retirement advice primarily over the phone.
Conduct thorough online fact-finding to understand client circumstances and goals.
Build and maintain strong relationships with internal and external referral partners.

Senior Paraplanner, Perpetual Wealth Management

Perpetual Limited

Perth WA 6000•Full time

KEY POINTS WE FOUND

Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
Collaborate with team members to formulate advice strategies and generate tailored advice documents.
Lead and coach junior team members while preparing financial calculations and attending client meetings.