06 Oct
|
Heart Talent
|
Melbourne
06 Oct
Heart Talent
Melbourne
Job Description
Financial Adviser, Private Wealth (Brisbane) n
Are you a relationship-led adviser who believes people, purpose and values should be at the heart of financial planning?
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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?
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Are you ready to embrace a different perspective on financial planning and develop your craft alongside an exceptional team of specialists?
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Here’s an opportunity to join a small, close-knit team and enjoy a caring, supportive and team-oriented culture built on trust, respect and a shared commitment to high performance and continuous improvement.
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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.
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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.
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Ready to build your career with an ambitious, values‑led private wealth firm in Brisbane?
What’s on offer n
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permanent full-time role
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Brisbane CBD office (relocation assistance available)
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$100-150k + super, commensurate with experience
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exceptional workplace culture — Great Place to Work certified
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strong wellbeing philosophy including flexible work hours
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personalised professional development and growth pathway
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independent, fee‑for‑service model
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differentiated advice approach
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small, carefully selected HNW client base
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structured training in a values‑based approach to financial planning
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focus on high skilled standards, genuine care, respect and collaboration
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opportunity to develop your craft alongside experienced advisers and specialists
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About you n
You're a relationship-led financial adviser who believes great advice starts with understanding people and what matters to them.
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You have exceptional communication, client engagement and relationship skills.
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You’re open-minded and motivated to learn a values-based approach to financial planning.
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You are registered on the Financial Advisers Register.
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We’d love you to bring:
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strong alignment with a client‑first, ethical, fee‑for‑service advice model
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commitment to delivering truly comprehensive financial planning advice
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high professional standards and pride in the quality of your advice and service
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a team-oriented mindset and willingness to work with experienced specialists
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openness to feedback, mentorship and continuous improvement
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a commitment to your ongoing development and professional growth
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willingness to work in the office and contribute to the firm’s culture through in‑person engagement
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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? n
Great, we are looking forward to receiving your application and connecting with you.
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📌 Financial Adviser, Private Wealth (Brisbane) (Melbourne)
🏢 Heart Talent
📍 Melbourne