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    3 financial planning jobs found in Rose Bay, New South Wales

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    • senior wealth adviser - wholesale

      • sydney, new south wales
      • permanent
      • AU$250,000 - AU$300,000 per year, very attractive package
      • banking & financial services
      About the companyThis leading financial services firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry. About the roleAs a Wholesale Inve
      posted 25 november 2025
      About the companyThis leading financial services firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry. About the roleAs a Wholesale Inve
      show job details

    • associate advisor

      • sydney, new south wales
      • permanent
      • AU$90,000 - AU$110,000 per year
      • banking & financial services
      Associate Adviser Attractive salary packageCBD Based - close to metro Work life balance / wfh options About the companyThis growing financial advice business based in the CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals. They have a gre
      posted 29 october 2025
      Associate Adviser Attractive salary packageCBD Based - close to metro Work life balance / wfh options About the companyThis growing financial advice business based in the CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals. They have a gre
      show job details

    • client service manager - wealth management

      • sydney, new south wales
      • permanent
      • AU$80,000 - AU$100,000 per year
      • banking & financial services
      Client Service Manager - Wealth Management Attractive salary packageStrong career growthWork life balance Success begins here! Join a reputable advice business and build your long term careerAbout the companyThis growing financial advice business based in CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accum
      posted 27 october 2025
      Client Service Manager - Wealth Management Attractive salary packageStrong career growthWork life balance Success begins here! Join a reputable advice business and build your long term careerAbout the companyThis growing financial advice business based in CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accum
      show job details

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