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Career Opportunities with My Wealth Solutions

My Wealth Solutions has continued to experience sustained growth since our inception. We are training future Financial Advisors, sharing our expertise with the next generation of financial professionals.

We are also seeking experienced Financial Advisors who are looking to take their career forward by joining our team or through equity partnership opportunities with the My Wealth Solutions network.

If you are a financial advisor or student looking for financial advisor jobs in Brisbane, Sydney, Melbourne, Ballina and Gold Coast, look no further.

We would love to talk to you about building your financial advice or wealth management career.

award winning and highly recommended

Financial Advisors

My Wealth Solutions is always seeking EOI’s from driven, professional, and enthusiastic Financial Advisers to join our client-focused team. In a Financial Planner role with us, 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.

My Wealth Solutions has a diverse client base, providing the opportunity to help develop financial strategies for those just starting out, through wealth management, and into retirement.

Click below to complete an EOI for financial planning jobs or review our job openings for current opportunities.

Job Openings

Equity Partnership Pathway

We are actively seeking experienced and well-regarded Financial Advisers to join My Wealth Solutions as our company grows. We have a number of opportunities for Equity Partnership, or a Financial Adviser pathway to equity partnership for those with a growth mindset who are looking to take the next step in their career. This opportunity might also be suitable for Advisers requiring a Succession Plan for their business, those interested in furthering their career in wealth management, or those looking for senior financial advisor roles.

Please click through to read more about My Wealth Solutions, our criteria to be considered for partnership, and to complete your Expression of Interest. Our leadership team will then connect with you.

Learn More

Future Advisor Program

We are excited to have several of our team members complete their Financial Adviser training with us.  We welcome those who are interested in becoming Certified Financial Advisers to enquire about career pathways or look at current job openings for roles within our team. 

See Job Openings

Other Roles

From time to time, other roles may become available within our team. These opportunities could include Operations, Client Services, or Marketing roles. Please see our job openings for current opportunities.

See Job Openings

Our Culture & Values

From our beginnings as a small, family-owned business to now, a unique set of company values have always been at the heart of everything we do. As well as ensuring that our clients and what’s right for them are at the center of our practice, we also strive to embody these values in our everyday operations:

Excellence

Always working to be the best in everything that we do - and the way we do it - in order to achieve the right results for our clients.

Respect

Being respectful of what we do and why we’re here because we know how important the work we do is to our client's financial futures.

Trust

Remembering that our clients have confidence in our ability, which is built on consistent excellence, integrity and dependability.

Integrity

Striving to do what we say we’re going to do, when we say we’re going to do it, with the highest ethical standards.

Our People

My Wealth Solutions has one aim: to help our clients achieve their dream financial futures by empowering them to make smart financial decisions.  Since our founding in 2011 as a two-person operation, My Wealth Solutions has grown exponentially to include a flourishing team and hundreds of satisfied clients.  With over $500M in funds under management, My Wealth Solutions is proud to provide a client-centred and personalised service.

Our team is relaxed, hard-working, and cheerful. We respect and help each other, we drink coffee and workout together, and we always try to be better today than we were yesterday. We have an individualised approach to mentoring our growing team, that focusses on personal improvement and development.

Meet the Team

Job Openings

What Our Network Has To Say:

CLIENT TESTIMONIAL

My Wealth Solutions is a very well run business which is making significant progress in all major areas that are required today to be a modern “advice” model business. It has sustainable revenues and funds under management and continues to grow. This business is enjoying growth in an industry which is experiencing little growth. There is a significant focus on marketing and the disciplines employed on marketing performance is reflective of the high quality of management.

Steve Prendeville, Managing Director
Forte Asset Solutions

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