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 or Sydney, look no further. We would love to talk to you about building your financial advice or wealth management career.
Join Our Team
Join Our Team
CAREER OPPORTUNITIES WITH MY WEALTH SOLUTIONS
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.
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.
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.
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.
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:
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.
Job Openings
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Client Services Officer
About the role
We are on the hunt for a driven and enthusiastic Client Service Officer to join our fast-paced team. In this role, you will be working closely with the Adviser team, clients and other stakeholders to manage the implementation of the strategies documented in Statements of Advice. This role is an attractive opportunity for a candidate with excellent attention to detail, a positive attitude and prior experience in the finance industry wanting to expand their skill set.
Key Responsibilities:
- Prepare accurate documentation for upcoming Statement of Advice meetings.
- Managing the ongoing implementation of the strategies documented in Statements of Advice.
- Provide a high level of support to clients ensuring our customer service standards are met.
These can include (but are not limited to):
- Preparing My Wealth Solution’s SoAs and required forms for implementation meetings
- Managing insurance applications and the underwriting process
- Lodging required forms with product providers and ensuring completion as per recommendations
- Liaising with clients, keeping them up to date with the implementation process and any ongoing requirements
- Liaising with mortgage brokers & property specialists
- Completing withdrawals
- Other ad hoc administration tasks
- Ensure all compliance needs are met with a high standard and in a timely manner
- Maintain exceptional, concise communication with clients throughout the processes
- Think laterally to ensure best practice is carried out to grow and improve the business processes
- Positively contribute to team huddles and meetings demonstrating a collaborative team attitude
Our Ideal Candidate Will Have:
- Industry experience will be highly regarded however the right candidate without experience but looking for a start in the industry will be considered, write a cover letter and tell us why you are right for the job!
- Experience using XPlan or other similar software (preferable)
- Hold, or be working toward, a Degree in Financial Planning or a related discipline (preferred).
- Excellent organisational, communication and interpersonal skills.
- Demonstrate a proven ability to juggle competing priorities daily
- A positive, can do attitude with a team orientated approach
- Excellent presentation and a polite, professional manner
- Proven strong attention to detail
- Proven ability to work both in a team and autonomously
- A driven focus on process improvements and achieving set projects outside of your daily responsibilities
We want to help our team members achieve their full potential. This is what we offer:
A competitive salary, with a strong focus on coaching and development enabling career progression and the ability to grow with the business.
A friendly, open-minded team environment, mentoring and support from a team of experienced financial advisers and support staff & commitment to ongoing professional development and training. Regular team building and social events as well as the opportunity to make a difference in a vibrant work environment focused on team improvement and success.
Staff flexibility benefits such as scheduled work from home days and a half day Friday once a month.
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Client Services Officer - Review Team
About the role
We are on the hunt for a driven and enthusiastic person to join our fast-paced Review team. In this role, you will be working closely with the Adviser team to review and summarise our client’s financial situation to ensure they are on track to achieve their financial goals and targets. This role is an attractive opportunity for a candidate with excellent attention to detail, a positive attitude and a desire for a career in Financial Planning.
Key Responsibilities:
- Create client Wealth review documents compiling the clients current situation, projections, portfolio analysis and how they are tracking towards their goals.
- Provide clients with a Wealth Review document following their review appointment with the adviser
- Complete client & adviser requests following the review meeting.
These can include (but are not limited to):
- Setting up investment portfolios and aiding with transfer instructions
- Submitting of insurance quotes, increases & decreases, cancellations
- Rebalancing of funds held in client portfolios
- Liaising with mortgage brokers & property specialists
- Completing withdrawals
- Other ad hoc administration tasks
- Ensure all compliance needs are met with a high standard and in a timely manner, producing EFDS documents where required.
- Maintain exceptional, concise communication with clients throughout the processes
- Confidently provide detailed & accurate research and calculations for the Adviser
- Think laterally to ensure best practice is carried out to grow and improve the business processes
- Positively contribute to team huddles and meetings demonstrating a collaborative team attitude
Our Ideal Candidate Will Have:
- 2 years’ experience in an Advisor support role within a boutique to mid-sized Financial Planning firm is preferred, however we will consider applicants seeking a start in the industry. Tell us in the cover letter why you would be a good fit.
- Experience using XPlan or other similar software (preferable)
- To hold or be currently working towards a degree in Financial Planning or related discipline (preferable).
- Excellent organisational, communication and interpersonal skills.
- Demonstrate a proven ability to juggle competing priorities daily
- A positive, can do attitude with a team orientated approach
- Excellent presentation and a polite, professional manner
- Proven strong attention to detail
- Proven ability to work both in a team and autonomously
- A driven focus on process improvements and achieving set projects outside of your daily responsibilities
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, with a strong focus on coaching and development enabling career progression and the ability to grow with the business.
A friendly, open-minded team environment, mentoring and support from a team of experienced financial advisers and support staff & commitment to ongoing professional development and training. Regular team building and social events as well as the opportunity to make a difference in a vibrant work environment focused on team improvement and success.
Staff flexibility benefits such as scheduled work from home days and a half day Friday once a month .
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Financial Advisor Expression of Interest
If we have no current job openings, we nevertheless welcome you to complete an Expression of Interest for Financial Advisor or Equity Partner opportunities, and we will be in touch with you.
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Internship Program
Internships are available for those who are studying in financial services and are seeking a real-world placement. Depending on your tertiary institution, our programs can be counted towards Work Integrated Learning. This should be discussed with your course coordinator.
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Work Experience Program
We welcome Work Experience placements from time to time, for students who are seeking an understanding of what it’s like to work in a boutique financial planning firm. Work Experience placements run over a couple of days and assists in deciding if a financial advice career is right for you.