11 Oct
|
Heart Talent
|
Melbourne
11 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 offerpermanent full-time roleBrisbane CBD office (relocation assistance available)$*******k + super, commensurate with experienceexceptional workplace culture — Excellent Place to Work certifiedstrong wellbeing philosophy including flexible work hourspersonalised professional development and growth pathwayindependent, fee‐for‐service modeldifferentiated advice approachsmall,
carefully selected HNW client basestructured training in a values‐based approach to financial planningfocus on high professional standards, genuine care, respect and collaborationopportunity to develop your craft alongside experienced advisers and specialistsAbout youYou'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 modelcommitment to delivering truly comprehensive financial planning advicehigh professional standards and pride in the quality of your advice and servicea collaborative mindset and willingness to work with experienced specialistsopenness to feedback, mentorship and continuous improvementa commitment to your ongoing development and professional growthwillingness to work in the office and contribute to the firm's culture through in‐person engagementWhether 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.
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📌 Financial Adviser, Private Wealth (Brisbane) (Melbourne)
🏢 Heart Talent
📍 Melbourne