Financial Adviser, Private Wealth (Brisbane) (Melbourne)

Financial Adviser, Private Wealth (Brisbane) (Melbourne)

03 Oct
|
Heart Talent
|
Melbourne

03 Oct

Heart Talent

Melbourne

Financial Adviser, Private Wealth (Brisbane)
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 in Brisbane?
What's on offer
permanent full-time role
Brisbane CBD office (relocation assistance available)
$*******k + 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 great 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, skilled excellence and the opportunity to make a positive impact.
Interested?
Great, we are looking forward to receiving your application and connecting with you.
#J-*****-Ljbffr

📌 Financial Adviser, Private Wealth (Brisbane) (Melbourne)
🏢 Heart Talent
📍 Melbourne

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