At a Glance
- Tasks: Build meaningful client relationships and make a positive impact on people's lives.
- Company: Join a client-first, independent private wealth firm with a strong workplace culture.
- Benefits: Competitive salary, flexible work hours, and structured training in financial planning.
- Other info: Great opportunity for long-term career growth in a supportive team environment.
- Why this job: Embrace a new challenge and develop your career alongside experienced advisers.
- Qualifications: Experience in accounting, law, finance, or related advisory fields.
The predicted salary is between 90000 - 165000 $ per year.
Are you an accounting, legal or finance professional looking for an opportunity to apply your expertise in a different way, build meaningful client relationships and make a positive impact on people's lives?
Ready to embrace a new challenge and develop your career alongside an exceptional team of advisers and financial planning specialists?
Here's an opportunity to join a client-first, independent private wealth firm that combines high professional standards with genuine care, respect and collaboration.
You'll have the opportunity to develop your knowledge across the full spectrum of personal finance and learn a distinctive, values-based approach to financial planning.
With a tailored development pathway and the support of a small, close-knit team, you'll be able to build on your existing expertise, develop new capabilities and work towards a meaningful, long-term career in private wealth advice.
Are you an accounting, legal or finance professional looking for an opportunity to apply your expertise in a different way, build meaningful client relationships and make a positive impact on people's lives?
Ready to embrace a new challenge and develop your career alongside an exceptional team of advisers and financial planning specialists?
Here's an opportunity to join a client-first, independent private wealth firm that combines high professional standards with genuine care, respect and collaboration.
You'll have the opportunity to develop your knowledge across the full spectrum of personal finance and learn a distinctive, values-based approach to financial planning.
With a tailored development pathway and the support of a small, close-knit team, you'll be able to build on your existing expertise, develop new capabilities and work towards a meaningful, long-term career in private wealth advice.
- What's on offer
- permanent full-time role
- Brisbane CBD office
- $100-150k + super, commensurate with experience
- exceptional workplace culture — Great Place to Work certified
- strong wellbeing philosophy, including flexible work hours
- independent, client-first, fee-for-service model
- no product conflicts or sales pressure
- small, carefully selected high-net-worth client base
- structured training in a distinctive, values-based approach to financial planning
- mentoring from experienced advisers and technical specialists
About you
You're an experienced professional who enjoys working with clients and building relationships.
You're curious about financial planning and motivated by the opportunity to develop new professional capability, build trusted client relationships and make a meaningful difference to your clients.
We'd love you to bring
- professional experience in accounting, law, finance or a related advisory field
- strong analytical skills and an aptitude for complex financial matters
- excellent communication, client engagement and relationship-building skills
- genuine interest in people and understanding what matters to them
- commitment to a client-first, ethical approach and high professional standards
- a collaborative mindset and working style
- curiosity, a willingness to learn and openness to feedback
- commitment to undertake the required training and qualifications
- willingness to work in the office and contribute to the firm's culture through in-person engagement
- a long-term commitment to developing your career in private wealth advice.
- #J-18808-Ljbffr
A new career in private wealth advice in Brisbane employer: Heart Talent
C2 Group is an exceptional employer that fosters a dynamic and collaborative work culture, offering employees the chance to influence growth and shape solutions in the telecommunications and consulting sectors. With a competitive salary package, including superannuation and commission, along with opportunities for professional development and engagement with senior leadership, C2 provides a rewarding environment for those looking to make a meaningful impact in their careers. Located in Sydney, the hybrid work model allows for flexibility while being part of a team dedicated to solving complex challenges across various industries.
