In-Demand Financial adviser Jobs in Parramatta, Nsw

Wealth Manager
Hoxton Wealth —Sydney NSW
- Full-time
- Management
- Analysis skills
- Bachelor's degree
Quick Apply
11d
Retail Pricing Analyst
MetLife —Sydney NSW
- Full-time
- Microsoft Excel
- Analysis skills
- Machine learning
- Parental leave
- Employee assistance program
Investor Services Specialist
Colonial First State —Sydney NSW
- Full-time
- Hospitality
- Customer service
- In-person
Marketing Associate
Lonsec —Sydney NSW
- Full-time
- Marketing
- No degree
- Organisational skills
Paraplanner, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Work from home
Associate - Corporate Finance and M&A
Alvarez and Marsal —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
Senior Accountant to Assistant Manager
Kelly+Partners Accountants —Sydney NSW
- Full-time
- Master's degree
- Bachelor's degree
- QuickBooks
13d
Strategic Account Manager, Wealth Solutions
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Management
- Sales
- Business development
- Annual leave
- Work from home
7d
Associate Director - Corporate Finance and M&A
Alvarez & Marsal —Sydney NSW
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
Senior Accountant | Business Services & Tax
Prosperity Advisers —Sydney NSW
- Full-time
- Financial services
- Business
- Accounting
Senior Private Wealth Adviser
UniSuper —Sydney NSW
- Full-time
- Management
- Business development
- Presentation skills
- Parental leave
Head of Financial Planning
Septennial Group —Sydney NSW
- Full-time
- Leadership
- Communication skills
Quick Apply
13d
Founding Engineer, Sydney
Marloo —Sydney NSW
- $100,000 - $150,000 a year
- Full-time
- Management
- AI
Quick Apply
Associate Director - Corporate Finance and M&A
Alvarez and Marsal —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
Associate - Corporate Finance and M&A
Alvarez & Marsal —Sydney NSW
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
Director - M&A Transaction Services
Deloitte —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- Finance
- Parental leave
Perpetual Wealth Management Graduate Program 2027
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Organisational skills
- Business
- Annual leave
- Fuel discount
Senior Business Analyst | TaxIntell
GBST —Sydney NSW
- Hybrid work
- Agile
- AI
- Business
- Parental leave
- Employee assistance program
Quick Apply
Supervisor/Manager - Business Advisory
William Buck —Sydney NSW
- Full-time
- Supervising experience
- AI
Senior Client Partner
Collaborative Solutions —Sydney NSW
- Full-time
- Sales
- Salesforce
- Presentation skills

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financial adviser jobs near parramatta, nsw

Wealth Manager

Hoxton Wealth
Sydney NSW

Quick Apply

Job Details

Full-time
11 days ago

Qualifications

Financial planning
Management
Analysis skills
Bachelor's degree
Graduate diploma
Communication skills

Full Job Description

About the Role

Hoxton Wealth is seeking a skilled and dynamic Financial Advisor to join our established Australia team. In this role, you will work collaboratively within an existing group of professionals to service a portfolio of clients, while also expanding and refining our approach to holistic financial planning. This position offers the opportunity to make a significant impact by enhancing client relationships, providing comprehensive advice, and helping clients achieve their financial goals.

Key Responsibilities

Client Servicing: Maintain and nurture relationships with an existing book of clients, ensuring their financial needs are met with exceptional service and attention to detail.
Holistic Planning: Develop and deliver comprehensive financial plans that encompass investments, retirement, insurance, estate planning, and tax strategies tailored to client objectives.
Business Development: Identify opportunities to grow the client book by acquiring new clients through referrals, networking, and targeted outreach.
Collaboration: Work closely with the broader Hoxton Wealth team to integrate holistic planning into existing practices and enhance service offerings.
Compliance: Ensure all client interactions and advice comply with regulatory standards and company policies.
Client Education: Educate clients on financial planning principles and opportunities, empowering them to make informed decisions.

Skills and Experience

Experience: Minimum 3-5 years of experience as a Financial Advisor, with a proven track record of servicing and growing a client base.
Qualifications:
- Must hold a FASEA-approved qualification (e.g. approved bachelor degree or graduate diploma in financial planning) and have passed the ASIC Financial Adviser Exam and completed the Professional Year.
- Alternatively you must satisfy the Experienced Provider Pathway have and have passed the ASIC Financial Adviser Exam
- Registered on ASIC's Financial Adviser Register (FAR)
Communication: Exceptional interpersonal and communication skills, with the ability to explain complex concepts in a clear and relatable manner.
Analytical Thinking: Strong analytical skills to assess client needs and create tailored solutions.
Drive and Initiative: A proactive mindset with the ability to manage client relationships and generate new business opportunities.
Team-Oriented: A collaborative approach to working within a team to achieve shared goals.

What We Offer

Supportive Team Environment: Join an established team with a focus on collaboration and professional growth.
Professional Development: Access to ongoing training and opportunities to refine your skills in holistic financial planning.
Client Base: Work with an existing portfolio while expanding your network and business.
Competitive Remuneration: Attractive salary package, incentives, and benefits.
Global Presence: Be part of a reputable international wealth management firm with opportunities for cross-border collaboration.

About Hoxton Wealth

Hoxton Wealth is a leading international financial advisory firm dedicated to helping clients achieve financial security and growth through tailored, holistic solutions. With offices around the globe, we bring a unique perspective to wealth management, combining local expertise with global reach.

If youre passionate about financial planning, excel in client relationships, and are eager to take a holistic approach to wealth management, we invite you to apply for this exciting opportunity in our Australia office.

Quick Apply

Refine Your Search

financial adviser jobs in parramatta, nsw

Wealth Manager

Retail Pricing Analyst

Investor Services Specialist

Marketing Associate

Paraplanner, Perpetual Wealth Management

Associate - Corporate Finance and M&A

Senior Accountant to Assistant Manager

Strategic Account Manager, Wealth Solutions

Associate Director - Corporate Finance and M&A

Senior Accountant | Business Services & Tax

Senior Private Wealth Adviser

Head of Financial Planning

Founding Engineer, Sydney

Associate Director - Corporate Finance and M&A

Associate - Corporate Finance and M&A

Director - M&A Transaction Services

Perpetual Wealth Management Graduate Program 2027

Senior Business Analyst | TaxIntell

Supervisor/Manager - Business Advisory

Senior Client Partner

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