This is a rare Brisbane-based opportunity to join a well-established, high-trust advisory practice at one of Australia's leading independent wealth management firms. The client base spans more than 20 years of relationship-driven wealth management and this is not a role that comes to market often.
You'll work directly alongside a Senior Director with real responsibility from day one, with client ownership growing over time as trust is established. For the right person there is a clearly structured pathway to a genuine business partnership.
What you'll be doing
- Delivering high-quality client service across a well-established high-net-worth book
- Supporting advice delivery including preparation of advice documents and paraplanning
- Managing client communication proactively and with long term relationship intent
- Contributing to growth opportunities within the existing book over time
- Professional Year completed and listed on the ASIC Financial Adviser Register (non-negotiable)
- Clean compliance history
- A natural relationship builder, curious and kind with a collaborative mindset
- Comfortable operating with autonomy in a high-trust, flexible environment
- Post-PY experience is flexible.
This is not a fill-a-seat hire. The business is taking its time to find the right person because the pathway is real. The culture is ego-free, values driven, and genuinely collaborative. For the right candidate there is a long-term opportunity to grow into something meaningful within a practice that clients trust deeply.
