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. 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 — Outstanding 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? 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 or Cynthia Harris on 0432 044 ***. 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.

Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad .

📌 Private Wealth Advisor: Client-First Growth Path (Brisbane)
🏢 Heart Talent
📍 Brisbane