Description

Financial Adviser – Warm Leads | Holistic Advice | Build Your Own Niche
Ready to focus on advice, not prospecting?

At My Wealth Solutions, we’re a client-centric, goals-based financial planning firm dedicated to helping everyday Australians achieve financial freedom — and helping our advisers build careers they truly love.

We’ve built a proven lead generation system that delivers qualified, high-intent client appointments directly into your diary, so you can spend your time doing what you do best — creating meaningful financial strategies and building long-term relationships.

You’ll be fully supported by a dedicated back-office team of Associates, Review Officers, and CSOs, plus the opportunity to develop your own niche client base — whether that’s young professionals, business owners, pre-retirees, or families.

 
Why You’ll Love It Here
Warm leads booked for you – consistent flow of new client appointments every week.
ruly client-centric – we deliver holistic, goals-based advice that changes lives.
Full support team – admin, research, and implementation handled for you.
Build your niche – we’ll help you develop the client type and advice area you’re passionate about.
Family-owned culture – professional, supportive, and growth-minded.
Fast-growing firm – strong referral network and marketing engine.
 
What You’ll Do
Conduct discovery meetings and deliver holistic financial advice.
Build and maintain trusted, long-term client relationships.
Collaborate with our support team to deliver exceptional service and outcomes.
Stay across industry trends, compliance, and new strategy opportunities.
Contribute to our positive, collaborative team culture.
 
About You
FASEA-qualified (or on track by 1 Jan 2026).
At least 2 years’ experience providing holistic advice.
Strong communicator with genuine empathy and a client-first mindset.
Organised, proactive, and driven to keep learning.
 
What’s on Offer
Competitive salary + performance-based bonuses.
Full paraplanning, admin, and review support.
Continuous professional development and training.
A clear pathway to build your own niche and ideal client base.
A caring, fun, and high-performing team environment.
 
If you want to join a modern advice firm that fills your diary, supports your growth, and helps you build a client base you love — we’d love to meet you.

Apply now to join My Wealth Solutions and take your advice career to the next level.

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