Are you a relationship-led adviser who believes people, purpose and values should be at the heart of financial planning?
Want to join a client-first, independent private wealth firm that’s committed to the success and wellbeing of its people and to delivering quality advice and positive impact for clients?
Are you ready to embrace a different perspective on financial planning and develop your craft alongside an exceptional team of specialists?
Here’s an opportunity to join a small, close-knit team and enjoy a caring, supportive and collaborative culture built on trust, respect and a shared commitment to high performance and continuous improvement.
If you’re an early or mid-career adviser who wants to focus on meaningful client relationships and deliver genuinely comprehensive advice supported by deep specialist expertise, this could be the place for you.
With no product conflicts or sales pressure and the collective expertise of a top-notch team, you'll be able to focus on what matters most: building trusted, long-term relationships and delivering world-class advice.
Ready to build your career with an ambitious, values-led private wealth firm?
What’s on offer
- permanent full-time role
- Brisbane CBD office
- $100-150k super, commensurate with experience
- exceptional workplace culture — Great Place to Work certified
- strong wellbeing philosophy including flexible work hours
- personalised professional development and growth pathway
- independent, fee-for-service model
- differentiated advice approach
- small, carefully selected HNW client base
- structured training in a values-based approach to financial planning
- focus on high professional standards, genuine care, respect and collaboration
- opportunity to develop your craft alongside experienced advisers and specialists
About you
You're a relationship-led financial adviser who believes excellent advice starts with understanding people and what matters to them.
You have exceptional communication, client engagement and relationship skills.
You’re open-minded and motivated to learn a values-based approach to financial planning.
You are registered on the Financial Advisers Register.
We’d love you to bring:
- strong alignment with a client-first, ethical, fee-for-service advice model
- commitment to delivering truly comprehensive financial planning advice
- high professional standards and pride in the quality of your advice and service
- a collaborative mindset and willingness to work with experienced specialists
- openness to feedback, mentorship and continuous improvement
- a commitment to your ongoing development and professional growth
- willingness to work in the office and contribute to the firm's culture through in-person engagement
Whether you're an emerging adviser looking to build your capability or an established adviser seeking a different way to practise, you'll be motivated by meaningful client relationships, professional excellence and the opportunity to make a positive impact.
Interested?
Great, we are looking forward to receiving your application and connecting with you.
A cover letter is not required. If you want to submit one, please include it within your CV ie one document per application.
Questions and enquiries can be directed to *@hearttalent.com.au.
Please note this email address is for enquiries only; we do not accept applications via email. Please apply online.
Heart Talent is committed to responding to every applicant.