Are you an accounting, legal or finance professional looking for an opportunity to apply your expertise in a different way, build meaningful client relationships and make a positive impact on people's lives?

Ready to embrace a new challenge and develop your career alongside an exceptional team of advisers and financial planning specialists?

Here's an opportunity to join a client-first, independent private wealth firm that combines high professional standards with genuine care, respect and collaboration.

You'll have the opportunity to develop your knowledge across the full spectrum of personal finance and learn a distinctive, values-based approach to financial planning.

With a tailored development pathway and the support of a small, close-knit team, you'll be able to build on your existing expertise, develop new capabilities and work towards a meaningful, long-term career in private wealth advice.

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
- independent, client-first, fee-for-service model
- no product conflicts or sales pressure
- small, carefully selected high-net-worth client base
- structured training in a distinctive, values-based approach to financial planning
- mentoring from experienced advisers and technical specialists

About you





You're an experienced professional who enjoys working with clients and building relationships. You're curious about financial planning and motivated by the opportunity to develop new professional capability, build trusted client relationships and make a meaningful difference to your clients.

We'd love you to bring:

- professional experience in accounting, law, finance or a related advisory field
- strong analytical skills and an aptitude for complex financial matters
- excellent communication, client engagement and relationship-building skills
- genuine interest in people and understanding what matters to them
- commitment to a client-first, ethical approach and high professional standards
- a collaborative mindset and working style
- curiosity, a willingness to learn and openness to feedback
- commitment to undertake the required training and qualifications
- willingness to work in the office and contribute to the firm's culture through in-person engagement
- a long-term commitment to developing your career in private wealth advice.

Interested?

Outstanding, 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 [email protected].

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.

📌 A new career in private wealth advice (Brisbane)
🏢 Heart Talent
📍 Brisbane