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.
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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.
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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.
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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.
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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.
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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.