Financial Adviser jobs in Melbourne, VIC

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SENIOR FINANCIAL ADVISER

Lead the key client discovery meetings, understand the needs of the client, diagnose their unmet needs and connect them to our Adviser teams. Manage the client advice process from lead screening to engagement and be accountable fo...

CompanyFindex
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted 5 hours ago See detail

Senior Financial Adviser New

Findex

Melbourne, VIC

Lead the key client discovery meetings, understand the needs of the client, diagnose their unmet needs and connect them to our Adviser teams. Manage the client advice process from lead screening to engagement and be accountable fo...

Financial Adviser New

My Wealth Solutions

Melbourne, VIC

Conduct appointments with new and existing clients, utilising our proven client engagement tools to deliver an exceptional client experience. Utilise your strong technical knowledge and critical thinking skills, working closely wi...

Associate Financial Adviser New

Riva Recruitment

Melbourne, VIC

Grow your career in Wealth Advisory. Opportunity to be mentored, undertake or continue your Professional Year. Collaborative, friendly, and innovative team. Prepare for adviser advice and review meetings. Liaise with clients, para...

Senior Financial Adviser $120,000 – $165,000 + bonuses

Bensons Wealth

South Yarra, VIC

Meeting new and existing clients of the practice to deliver initial and ongoing financial advice. Development of strategies and solutions which are fit for purpose and deliver on the client's goals and needs. Monitor/review client...

Financial Adviser

Godfrey Group Recruitment

Melbourne, VIC

$140,000 - $160,000 a year

Understanding clients immediate needs, long term objectives and level of comfort with risk. Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy. Provide quality and trusted financial advic...

Financial Adviser

Telstrasuper

Melbourne, VIC

Engage with members by phone, provide assistance, identify advice needs and provide an effective triage service, explaining and promoting TelstraSuper Financial Plannings proposition and relevant alternatives for providing an adv...

Financial Adviser - Select Advice

Unisuper

Melbourne, VIC

3 days over Christmas and 3 days 'Community and Culture' leave allowing you to celebrate and contribute to things that are important to you outside of work. The opportunity to choose between 17% and 11% superannuation. $1,500 pers...

Financial Adviser

Associated Concepts

Hawthorn, VIC

Qualified Adviser: You must hold the necessary certifications and qualifications to provide competent financial advice. A minimum of three years in an advisory role is preferred. Specialisation or Key Interest: Demonstrated expert...

Senior Financial Adviser

Tribeca Financial

Hawthorn, VIC

We ensure our clients can relax and get on with life, leaving behind the stress and worry of money by knowing that they are implementing their financial roadmap that will achieve their short and long-term goals. This is a permanen...

Financial Planning Adviser

Tribeca Collective Pty Ltd

Hawthorn, VIC

$80,000 - $100,000 a year

We coach our clients to understand their full financial potential, guide them through tough times and are the number one advocates for their good life. This role will offer scope to be involved in all facets of the business and wo...