26 Wealth Management Jobs in Melbourne, Australia

Role highlights

• At Netwealth, we're investing in a dedicated Broking & Wealth Management channel, bringing together the strength of our established platfor…
• We're looking for someone who: Has 3+ years experience in financial services, platform support, relationship management, client service or…

Role highlights

• You’ll bring: 2–4 years’ experience in sales, distribution or business development across Broking Strong understanding of wealth management…
• This is a growth role, focused on driving new business, strengthening client relationships, and expanding Netwealth’s presence across advis…

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• This is a senior opportunity to help shape and grow a developing team supporting multinational clients across Asia and Pacific.
• You will lead complex client relationships, provide strategic guidance on employee health and benefits, and contribute to the direction of…

Role highlights

• As a Private Wealth Adviser, you will: Support the Senior Private Wealth Advisers successfully manage client relationships Provide high qua…
• About the Role The purpose of the Private Wealth Adviser role is to support the Senior Private Wealth Advisers managing…

Role highlights

• As a trusted Financial Planner, you will provide clients with financial advice tailored to their needs and goals, ensuring performance…
• A fantastic opportunity to take your financial planning career to the next level with a progressive, wellbeing-focused firm.

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• Job Description We have fantastic opportunities for passionate Senior Dispute Resolution Specialists to be part of an exciting project-base…
• Financial Planning experience Dispute resolution experience is desirable.

Role highlights

• Job Description We have fantastic opportunities for passionate Senior Dispute Resolution Specialists to be part of an exciting project-base…
• Financial Planning experience Dispute resolution experience is desirable.

Role highlights

• As a Senior Client Service Executive, you’ll manage and grow key Association and Affinity insurance programs while supporting a portfolio…
• You’ll work closely with clients, association partners, members and our internal teams to deliver great service, identify growth opportunit…

Role highlights

• The RM will work both autonomously and closely with senior Client Advisors on large institutions, across a broad set of…
• Possess a partnership mindset and ability to build relationships across all levels at client organisations and across global teams in…

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• Team Leader – Intra fund Financial Advice Mercer Financial Advice provides simple advice via phone to Super Fund Members, and…
• Proactively maintaining and enhancing the profile of Mercer Financial Advice internally within Mercer and externally within the industry to…

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• Supporting business growth by helping win, onboard and develop new strategic partnerships.
• You'll work alongside our Strategic Account Managers and collaborate with teams across Product, Operations, Legal and Compliance to create…

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• Join our Client Success team, as a Senior Consultant, where you’ll work with leading financial institutions (i.e. Investment Banks, Asset…
• What We Offer A structured onboarding and development program with two-week training in Manila, Philippines designed to build on your…

Role highlights

• The opportunity We are growing our impressive and highly regarded Financial Service Regulatory practice working with Partner Adeline Hiew,…
• To succeed in this role, ideally you'll have 4+ years PAE experience and interest in Financial Services Regulatory matters -…

Role highlights

• Our team is seeking extraordinary individuals with deep expertise to support our continued expansion in the financial services industry and…
• Preference will be given to candidates with: At least 4 -8 years of relevant Financial Services experience, ideally with a…

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• Strong time‑management and ability to work effectively in a high‑volume, dynamic team environment.
• Intra‑fund Financial Adviser (phone-based) We are seeking a talented individual to join our Mercer Financial Advice team at Mercer.

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• Strong financial acumen for pricing, margin optimization and risk management, including experience shaping commercial models that balance c…
• Exceptional relationship building and mentorship skills, combining sector expertise with strong client engagement and stakeholder managemen…

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• Join our Wealth Implementation team!
• Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “W…

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• As a Client Director, you will supervise the FI&P portfolio and focus on achieving consistent acquisition, excellent retention and delivery…

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• What You’ll Need Considerable business analysis experience within a financial advice/planning environment with superannuation background id…
• This role will support the Financial Advice stream for our new financial advice operation and AFSL – connecting people, process,…

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• The team consists of several areas of specialisation including: Transaction Management & Support Investment Operations & Client Service Inv…
• Key responsibilities of the role will include: Manage the end-to-end onboarding of new investors and clients, ensuring a smooth and…

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• Provide technical leadership and specialist underwriting expertise across Financial Lines products.
• About you You are a highly regarded Financial Lines underwriting professional with a strong market reputation and a passion for…

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• As an SMSF Specialist in our Private Tax & Advisory team, you will support a group of talented Managers, Directors…
• Advance your career with our driven team that excels in offering fully integrated tax services to our clients based on…

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• In this key placement and leadership role , you will provide guidance and support to a team of 6 Account…
• Maintain strong technical knowledge across Financial Lines (PI, Cyber, ML) and Commercial Products.

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• About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and bus…
• Position Summary The Senior Manager – Practice Management & Performance is accountable for the day‑to‑day operational performance, capacity…