Your Vision Financial Solutions - Hamilton QLD

Your Vision Financial | Hamilton, Brisbane
Full-time or part time | Free street parking nearby
Work from our office 3-4 days a week but this is flexible depending on client meetings

You love being a Financial Adviser. You know your stuff, you care about your clients and you want to work with people who feel the same way.

At Your Vision Financial, our purpose is simple: help clients dream, plan and live their best financial life. Money matters because of the choices, experiences and memories it makes possible.

Maybe your current role is not ticking all the boxes anymore. Maybe you want more say in how things are done, or you are looking for a team where doing the right thing by clients matters more than making a sale. If that sounds familiar, we are glad you found us.

Your Vision Financial | Hamilton, Brisbane
Full-time or part-time | Free street parking nearby
Work from our office 3-4 days a week but this is flexible depending on client meetings

You love being a Financial Adviser. You know your stuff, you care about your clients and you want to work with people who feel the same way.

At Your Vision Financial, our purpose is simple: help clients dream, plan and live their best financial life. Money matters because of the choices, experiences and memories it makes possible.

Maybe your current role is not ticking all the boxes anymore. Maybe you want more say in how things are done, or you are looking for a team where doing the right thing by clients matters more than making a sale. If that sounds familiar, we are glad you found us.





A little about us and the role

We are an award-winning financial planning firm in Hamilton, across the road from Portside, and we are looking for an experienced Financial Adviser to join our team. We are all about strategy. We do not run our own managed accounts or investment committee, so if you love getting into the detail and working out how all the pieces of a client’s financial life fit together, you will enjoy the work here.

You will look after existing clients, including some transitioning from Patricia Garcia, our Practice Principal, as well as onboard new clients. Patricia will work with you on the handovers during your first year with us. You will eventually lead the meetings, develop the advice and take responsibility for the ongoing relationship.

Our clients are mainly high income professionals, pre retirees and retirees who want to make the most of their money. Many have been with us for more than 20 years and refer their family, friends and work colleagues. We get to know them properly, and that is a big part of what makes this work rewarding.

If you want to work part-time or take more than the standard 4 weeks off a year our Practice Principal understands.



Her goal is to work 4 days a week and to take 6-8 weeks off a year (because life is short).

What’s in it for you?

- Generous remuneration at the top end of the market, with potential for bonuses. Our team bonus structure is linked to revenue growth, subject to individual minimum performance targets.
- A future shareholding opportunity for the right person. It is a possibility, not a promise, but we want someone who is interested in being part of the business for the long term.
- Your opinion matters. We share our business plan and business performance openly, and we want your ideas about our processes, advice and where the business is heading.
- A team where you are genuinely valued. We take pride in our work, help each other out and value having a life outside the office too.
- We have fun together. Monthly lunches, quarterly social activities, Melbourne Cup celebrations and professional events are all part of getting to know each other beyond the work.
- Full time or part time. Tell us what hours work for you. You do need to be prepared to work from our Hamilton office 3-4 days a week.

Here’s what the job involves

- Looking after your own client portfolio and leading initial, strategy and review meetings.
- Managing the advice process from getting to know the client and developing their strategy through to presenting advice, overseeing implementation and ongoing reviews.
- Developing advice across goals-based planning, investments, superannuation, insurance, SMSFs, cashflow

📌 Financial Adviser (Brisbane)
🏢 Your Vision Financial Solutions
📍 Brisbane