Financial Adviser

My Wealth Solutions is on the hunt for a driven and enthusiastic Financial Adviser to join our client-focused team. In this role, you will enjoy full back office support working closely with our team of Associates, Review officers and CSOs to research, develop, implement and review financial strategies for both new and existing clients. 

With our in house marketing team and referral partners your diary is filled with appointments so you can focus on giving great advice to your clients

Our ideal Adviser will be a driven and focused professional capable of thriving in an exceptionally busy practice whilst maintaining the high levels of service our clients deserve. This role is particularly suited for a client-centric Adviser experienced in providing high quality, holistic, goals based Advice. The firm is growing strongly with unprecedented levels of quality leads and presents a fantastic opportunity for the right Adviser to hit the ground running and build their client base.

My Wealth Solutions is a growing, boutique financial planning firm with a family-owned spirit at heart. Founded in 2011 with the goal of helping everyday families achieve financial success through professional guidance and support, we are focused on helping our clients build a brighter financial future in a way that is right for them. Every member of the My Wealth Solutions team is dedicated to working together to achieve the best outcome for our clients, whilst continuously striving to improve ourselves and the service we deliver. And that’s all while making time in our busy calendar for team building and social events. 

• Conduct appointments with new and existing clients, utilising our proven client engagement tools to deliver an exceptional client experience.
• Utilise your strong technical knowledge and critical thinking skills, working closely with our team of Associates to formulate holistic and compliant financial advice in our client’s best interest.
• Actively nurturing ongoing client relationships, acting as the primary touchpoint for your clients and working closely with our team of Review Officers and CSOs 
• Be proactive in maintaining My Wealth Solutions’ high standard when it comes to client service and support
• Maintain a strong understanding of the Financial Planning industry, relevant legislation, compliance obligations, strategy and product.
• Build and maintain strong relationships with our referral partners working closely with them to ensure the effective and efficient implementation of your advice where appropriate.
• Contribute to business development through proactively managing leads and building professional referral relationships.
• Positively contribute to a collaborative company culture and strive to continually improve professionally and contribute to the development of the team as a whole.
• A desire to contribute to improving company processes and achieve projects outside of your daily responsibilities.

• At a minimum; Had a status of 'current' on the Financial Adviser register at any time between 1 January 2016 and 1 January 2019 AND hold a FASEA approved qualification OR a demonstrable plan to achieve prior to 1 January 2026.
• Have sat and passed the FASEA ethics exam or a demonstrable plan to complete prior to 1 January 2022.
• Minimum 2 years experience providing holistic financial advice.
• Experience with Xplan (desirable) or equivalent.
• Exceptional organisational, communication and interpersonal skills.
• A committed and caring attitude focused on productivity, high-quality service and clients’ goals.
• Capacity to juggle competing priorities efficiently and successfully.
• A positive, can-do attitude.
• Proven strong attention to detail and a focus on high quality work.
• Professional presentation skills and a polite, caring, self-motivated manner.
• Proven ability to work closely in a team and autonomously.

As a family business, we want to help our team members achieve their full potential. This is what we offer in return:

• A competitive salary, including the opportunity to earn performance-based bonuses.
• A friendly, open-minded team environment.
• Commitment to ongoing professional development and training.
• Regular team building and social events.
• The opportunity to make a difference in a caring, vibrant work environment focused on improvement and success.

If the above sounds like you and you’d like to be a part of the My Wealth Solutions family, click Apply now to submit your application.

Please note that a cover letter is required for us to consider your application.

At this stage we are not accepting applications from recruiters, please apply directly to this ad to be considered for this position.