Job Description
We're Sufficient Funds. We're multi-award winning, including being proud recipients of Australia's Best Financial Advice Employer (IFA) and Employer of the Year (Women in Finance). We're not your average firm. We're proudly values-first, jargon-free, and genuinely obsessed with delivering life-changing outcomes for under 50's.
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Think life-first financial advice. 100% virtual, long before it was cool. Deep impact without the corporate fluff.
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We've had nearly 7 years of continued, strong growth and are now setting our sights even higher. We've built an incubator of personal and professional growth for culturally-aligned high performers and are now looking for a driven Junior Financial Adviser who is ready to become a face of SF and lead the next generation toward financial success.
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The future of advice starts here
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About the Role
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Full-time, remote and flexible - no clock-watching, just results
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Lead "Defining Sufficient" sessions - diving deep into what matters before creating a Money Action Plan (MAP)
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High impact - post your industry-leading business specific training - engage, onboard and deliver for 6-8+ new clients per month using our proven, meticulous process
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Cooperative environment - work alongside a powerhouse team of CSO's, associates, paraplanners, great leadership, and the amazing mortgage brokers at SF Home Loans.
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Continuous growth - benefit from our industry-leading, business specific training program, designed to sharpen your craft
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Competitive remuneration - a package that reflects your value and the impact you will have
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Why Sufficient Funds?
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We've cracked the code on advice that actually matters to young Australians. We focus on life first, money second. Our clients aren't just numbers; they're people with big dreams, and we provide the "secret sauce" to help them get there.
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You'll join a team of emotionally intelligent humans who practice what they preach. We are cruisy, t-shirt-wearing, and sunscreen-scented, but we are also a formidable force when it comes to quality and compliance. We grow together, lead with kindness, and are building the future of the profession from wherever we call home.
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What You'll Need to Bring
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Experience: up to 3 years post Professional Year as a Financial Adviser. We are also keen to chat if you are currently completing or have recently finished your PY.
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Education: Approved financial planning degree and FASEA ready.
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Emotional Intelligence: You are energized by client conversations and can lead people through "Beyond Sufficient" moments.
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Autonomy: A self-starter with a proven track record of productive WFH life.
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Mindset: A "Learn. Grow. Repeat." attitude. You want to share your knowledge and help the team rise with you.
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Clean Record: Strong compliance history and attention to detail.
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Sound like you?
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Slide into our inbox with your CV and a cover letter that tells us who you are and why you're the perfect fit for the SF Team.
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📌 Junior Financial Adviser (Townsville)
🏢 Sufficient Funds
📍 Townsville