Private Wealth Advisor: Client-First Growth Path (Brisbane)

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

Benefits offered by this job

Permanent role

Brisbane CBD office

Salary 100k–150k AUD + super

Great workplace culture

Flexible work hours

Independent advisory model

No product conflicts

Small client base

Structured training

Mentoring from advisers

Job summary

Heart Talent is seeking an experienced accounting, legal or finance professional to apply expertise in private wealth advisory. Join a client-first, independent firm with a values-based approach, offering a tailored development pathway and close-knit mentoring from advisers and technical specialists.

In this permanent full-time Brisbane-based role, you’ll build meaningful client relationships, learn across personal finance and contribute to a fee-for-service model with no product conflicts.

Qualifications

• Experience in accounting, law, finance or a related advisory field.
• Strong analytical and communication skills are essential.
• Willingness to undertake training and qualifications to advance in private wealth advice.

Responsibilities

• Engage with clients and build trusted relationships in private wealth.
• Contribute to a values-based planning approach with high professional standards.
• Participate in tailored development pathways and structured training.

Skills

Client relationships

Analytical skills

Communication

Collaboration

Learning mindset

Job description

Heart Talent is seeking an experienced accounting, legal or finance professional to apply expertise in private wealth advisory. Join a client-first, independent firm with a values-based approach, offering a tailored development pathway and close-knit mentoring from advisers and technical specialists.

In this permanent full-time Brisbane-based role, you’ll build meaningful client relationships, learn across personal finance and contribute to a fee-for-service model with no product conflicts.