Junior Financial Advisor — Build Your Own Practice

WealthBridge Financial Group; City Of Melville; On-site; AUD 70,000 - 120,000; Full time

Benefits offered by this job

No salary ceiling

Mentorship

Team culture

Meaningful work

People-first firm

Job summary

WealthBridge Financial Group seeks driven Financial Professionals to build personalized wealth plans for individuals, families, and businesses. You’ll meet clients, map their financial future, and grow a practice with a collaborative support structure behind you.

You’ll design strategies across retirement, investments, insurance, and estate planning, educate clients, and expand your client base with mentorship and modern tools to stay ahead in a dynamic market.

Qualifications

• Entrepreneurial mindset and self-motivation are essential for building a personal practice.
• Strong relationship-building and networking skills are needed to earn trust and referrals.
• Sales experience with finance or client service helps, but hunger and coachability matter more.
• Ability to translate complex financial topics into clear client guidance.
• Self-driven, goal-oriented, and able to work independently within a team.

Responsibilities

• Build lasting relationships with clients through a consultative, client-first approach.
• Design custom strategies covering retirement, investments, insurance, and estate planning.
• Educate and empower clients by breaking down complex topics for confident decisions.
• Bring in experts—CPAs and other professionals—to deliver holistic solutions.
• Grow your book by networking, referrals, and marketing with support.
• Stay sharp by keeping up with market trends and evolving planning strategies.

Skills

Entrepreneurial mindset

Relationship-building

Sales experience

Client-service experience

Coachability

Job description

WealthBridge Financial Group seeks driven Financial Professionals to build personalized wealth plans for individuals, families, and businesses. You’ll meet clients, map their financial future, and grow a practice with a collaborative support structure behind you.

You’ll design strategies across retirement, investments, insurance, and estate planning, educate clients, and expand your client base with mentorship and modern tools to stay ahead in a dynamic market.