At a Glance
- Tasks: Build meaningful client relationships and deliver comprehensive financial advice.
- Company: Independent private wealth firm with a supportive and collaborative culture.
- Benefits: Competitive salary, flexible work hours, and personalised professional development.
- Other info: Great Place to Work certified with opportunities for mentorship and continuous improvement.
- Why this job: Join a values-led team focused on client-first financial planning and professional growth.
- Qualifications: Exceptional communication skills and a commitment to ethical financial advice.
The predicted salary is between 90000 - 165000 $ per year.
Are you a relationship-led adviser who believes people, purpose and values should be at the heart of financial planning? Want to join a client-first, independent private wealth firm that’s committed to the success and wellbeing of its people and to delivering quality advice and positive impact for clients? Are you ready to embrace a different perspective on financial planning and develop your craft alongside an exceptional team of specialists?
Here’s an opportunity to join a small, close-knit team and enjoy a caring, supportive and collaborative culture built on trust, respect and a shared commitment to high performance and continuous improvement. If you’re an early or mid-career adviser who wants to focus on meaningful client relationships and deliver genuinely comprehensive advice supported by deep specialist expertise, this could be the place for you.
With no product conflicts or sales pressure and the collective expertise of a top‑notch team, you'll be able to focus on what matters most: building trusted, long‑term relationships and delivering world‑class advice.
What’s on offer:
- Permanent full-time role
- Brisbane CBD office (relocation assistance available)
- $100-150k + super, commensurate with experience
- Exceptional workplace culture — Great Place to Work certified
- Strong wellbeing philosophy including flexible work hours
- Personalised professional development and growth pathway
- Independent, fee‑for‑service model
- Differentiated advice approach
- Small, carefully selected HNW client base
- Structured training in a values‑based approach to financial planning
- Focus on high professional standards, genuine care, respect and collaboration
- Opportunity to develop your craft alongside experienced advisers and specialists
About you:
You're a relationship-led financial adviser who believes great advice starts with understanding people and what matters to them. You have exceptional communication, client engagement and relationship skills. You’re open-minded and motivated to learn a values-based approach to financial planning. You are registered on the Financial Advisers Register.
We’d love you to bring:
- Strong alignment with a client‑first, ethical, fee‑for‑service advice model
- Commitment to delivering truly comprehensive financial planning advice
- High professional standards and pride in the quality of your advice and service
- A collaborative mindset and willingness to work with experienced specialists
- Openness to feedback, mentorship and continuous improvement
- A commitment to your ongoing development and professional growth
- Willingness to work in the office and contribute to the firm’s culture through in‑person engagement
Whether you're an emerging adviser looking to build your capability or an established adviser seeking a different way to practise, you'll be motivated by meaningful client relationships, professional excellence and the opportunity to make a positive impact.
Interested? Great, we are looking forward to receiving your application and connecting with you.
Financial Adviser, Private Wealth – Brisbane in Melbourne 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.
