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Job Role Type: Adviser

Private Client Associate

BlueRock Private Wealth are specialists in creating wealth through their unique goal-based financial planning approach. Our team are responsible for finding solutions for all our clients seeking financial advice. From financial planning to investments to life insurance, BlueRock Private Wealth can help.

We work holistically to create an approach that suits every client’s strategy and personal situation, leaning on the skills and experience of the broader BlueRock community to add value and expertise.

Financial Adviser/Financial Planner to Australian Expats – Dubai, UAE

Atlas Wealth Management is the leading provider of Australian expat financial advice. With clients in over 35 countries we are the only financial services firm in Australia that specialises in providing Australian expat financial planning and wealth management services to Australian expats.

As our name suggests we are globally focused and delivering expat financial planning to Australian expats is our specialty.

Operating from two offices – one in Australia that looks after Australian expats in the APAC & America regions and the other office in Dubai which works with Australian expats in the EMEA region – over the past 10 years we have built a firm that employs that latest technology to be able to deliver our services to expats in any country.

We are the recipient of numerous Australian and international financial advice awards for the high level of financial advice that we provide to our clients.

Associate Financial Adviser

Our firm is growing at an overwhelming rate and we need a team member ready and willing to be part of something big! Wealth Management and Financial Advice have changed a lot in recent years.

Believe it or not, it’s turned into a fast paced environment that is now relying more on technology every day. We’re not a Big Bank and definitely not the suburban financial planning firm stuck in the 1990’s!

We’re proactive, young, value and consulting focussed and go above the basics of just selling products. We’re goal orientated and are passionate about business and wealth creation. We believe winners hang with winners. We work hard and play hard.

We have a combination of offshore and local team members. With a Finance and Accounting Division, there is plenty of scope to explore all areas of the clients world.

We always take on a challenge, believe in constant and never ending learning and growth and support all our team members to achieve their best.

Senior Financial Adviser

• FFS, privately licensed, award-winning
• Strategy first, high complexity advice
• Remuneration package includes a potential for equity
Our client is a boutique financial advisory practice located on the outskirts of the Sydney CBD. Privately licensed, their advisers have won multiple awards including the IFA and AFA awards in 2019. The clients that they service are Business Owners, Executives, and Families. Their mission is to improve the lives of their clients through superior, FFS financial advice.