Private Wealth Advisor — Client‑First, Fee‑For‑Service

Heart Talent; City of Melbourne; On-site; AUD 100,000 - 150,000; Full time

Benefits offered by this job

Relocation assistance

Flexible work hours

Great Place to Work certificate

Wellbeing philosophy

Personalised development pathway

Independent, fee-for-service model

Job summary

Heart Talent is seeking a relationship-led Financial Adviser for its private wealth team in Brisbane. This permanent full-time role offers a client-first, independent environment with no product conflicts and a supportive culture.

Relocation assistance and a competitive package of $100-150k plus super reflect experience. The firm emphasises flexible hours, well-being, and ongoing professional development within a values-based advice model.

Qualifications

• Strong client-first mindset and ethical, fee-for-service advice.
• Ability to deliver comprehensive financial planning.
• High professional standards and quality of advice and service.
• Collaborative mindset; willingness to work with specialists.
• Openness to feedback, mentorship and ongoing development.
• Commitment to ongoing professional growth and in-person engagement.

Responsibilities

• Build trusted, long-term client relationships and deliver world-class advice.
• Engage clients with clear, effective communication and assessment.
• Collaborate with a team of advisers and specialists to tailor planning.
• Contribute to a positive, values-led culture and continuous improvement.

Skills

Communication

Client engagement

Relationship skills

Education

Registered on Financial Advisers Register

Job description

Heart Talent is seeking a relationship-led Financial Adviser for its private wealth team in Brisbane. This permanent full-time role offers a client-first, independent environment with no product conflicts and a supportive culture.

Relocation assistance and a competitive package of $100-150k plus super reflect experience. The firm emphasises flexible hours, well-being, and ongoing professional development within a values-based advice model.