Client Adviser jobs in Melbourne, VIC

Select how often (in days) to receive an alert: Location: MELBOURNE, VIC, AU, 3008 Employment Type: Permanent Full Time - Permanent Full Time Opportunity - Lead a Team of 10-12 Direct Reports The opportunity to join our team Excellent opportunity in Melbourne to Lead and develop a team of exceptional people responsible for delivering adviser and client services across the Wrap business. In...

A renowned financial advisory firm in Melbourne is seeking an experienced Senior Financial Adviser to deliver high-quality, client-first advice within a supportive and independent environment. The ideal candidate will manage an established client base, contribute to advice quality, and build long-term relationships. This role emphasizes independence and professionalism, offering autonomy coupled...

A leading financial advice firm in Melbourne is seeking an experienced Wealth Adviser to manage and grow a portfolio of clients. You will provide tailored financial advice aligned with clients' personal goals, build long-term relationships, and uphold high ethical standards. The ideal candidate should have strong interpersonal skills, a relevant degree, and proven experience in financial...

A leading financial wellbeing organization based in Melbourne is seeking a Manager to lead a team responsible for client services within the Wrap business. This role requires proven experience in managing people in the Financial Service industry, exceptional communication skills, and the ability to develop successful client engagement strategies. You'll be working in a collaborative environment,...

A leading insurance company based in Melbourne is looking for a Client Development Manager to drive business growth by servicing and expanding adviser distribution. The successful candidate will support advisers, build strong relationships, and meet production targets. Qualifications include experience in life insurance or financial services and a Diploma of Financial Services. Enjoy flexible...

Client Services Officer - with pathway to Financial Adviser Remote | Full-time We'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...

A leading financial services firm in Melbourne is looking for an experienced Wealth Adviser to manage and grow client portfolios through tailored financial advice. The role requires proven experience in delivering holistic financial strategies, excellent communication skills, and a commitment to high ethical standards. Ideal candidates will hold a relevant Bachelor’s degree and CFP certification....

A growing financial advisory firm in Melbourne seeks a motivated Junior Financial Adviser. This role offers the opportunity to inherit and manage an existing client portfolio while delivering holistic advice on superannuation and investments. The ideal candidate will have 1+ years of post-Professional Year experience, strong communication skills, and proficiency in CRM tools. Benefits include...

Overview Paterson Retirement Planning is a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about removing financial complexity so our clients can focus on what matters most. While we provide retirement advice to all Australians, we have a deep understanding of the unique financial...

Overview People and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational Excellence Looking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial advice. As an Associate...

Join to apply for the Financial Adviser role at MUFG Pension & Market Services 5 days ago Be among the first 25 applicants Join to apply for the Financial Adviser role at MUFG Pension & Market Services Get AI-powered advice on this job and more exclusive features. A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely,...

We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth solutions. At Macquarie, our advantage is...

Location: Melbourne - CBD and Inner Metro suburbs Reference: DJCS/DO3045_JAN At the Department of Justice and Community Safety, we’re looking for people who want to make a difference. People who take pride in their work. People who get things done. People who are committed to making Victoria a safer place. We embrace diversity and strive to have a workforce that reflects the community we serve....

About Us An exciting opportunity to join a high-performing legal team at the centre of government, which advises on a variety of commercial and regulatory legal matters across the justice system. The Office of the General Counsel (OGC) is responsible for providing in-house legal services across the Department of Justice and Community Safety (DJCS) and to the Attorney-General, as First Law...

A leading financial wellbeing organization in Melbourne seeks a passionate team leader to drive client and adviser service delivery. The role focuses on developing a team and implementing customer engagement strategies. Candidates should have a strong background in the financial services industry, excellent communication skills, and the ability to manage complex relationships. This position...

A leading financial wellbeing organization is looking for a passionate leader to manage a team in Melbourne. This role involves driving strategic direction and enhancing customer engagement for adviser and client services. The ideal candidate should have proven experience in the financial services sector, exceptional communication skills, and a strong commitment to client satisfaction. The...

Overview Our client is a well-established Financial Planning Practice renowned for professionalism and a strong focus on providing quality advice. The practice has a great team environment and dedicated support and paraplanning staff, and seeks to appoint a new Senior Financial Adviser after an internal promotion. The role involves managing a quality established client base and providing...

A leading financial wellbeing organization is seeking a passionate leader to manage a team in Melbourne. You will drive strategic direction and enhance customer engagement for adviser and client services. The ideal candidate will have proven experience in managing within the financial services sector, exceptional communication skills, and a strong commitment to client satisfaction. This role...

Excellent opportunity in Melbourne to Lead and develop a team of exceptional people responsible for delivering adviser and client services across the Wrap business. In this role you will be responsible for the management of adviser & client experience through delivery of successful customer engagement strategies. You will ensure that all client regulatory obligations are met to ensure that we...

A respected financial advisory firm in Australia is seeking a Senior Associate Adviser to join its advice team. This role involves supporting advisers in delivering high-quality, compliant financial advice and building long-term client relationships. Ideal candidates will have experience as an Associate Adviser, strong technical knowledge, and a genuine commitment to ethical advice. Enjoy a...