Let’s cut to it: we’re after a doer.

Someone who doesn’t just “manage relationships” or “oversee advice processes”- but actually gets in the trenches, works with clients, solves real problems, and helps build a better life for them. Someone who thinks differently, challenges the status quo, and wants their work to mean something.

If that sounds like you, keep reading.

About Us – Innate Wealth

We’re an independent financial services business based in Melbourne’s inner west, helping affluent clients build better worlds for themselves and their families. We exist to explore potential, disrupt boundaries, and challenge convention - not for the sake of it, but because better outcomes come from better thinking.

Our culture?

It’s built on curiosity, collaboration, and a healthy dose of fun. We want people who bring their whole self to work- their skills, their passions, their ideas.

With a clear growth strategy, we’re assembling a team of motivated individuals who think like entrepreneurs, tinker constantly, and drive positive change. If you want a seat at a firm where you can actually influence the future - not just follow a script - this is it.

The Role - What You’ll Be Doing

Delivering strategic, personalised financial advice to clients at different life stages.

Managing existing client book with care while creating opportunities for new connections.

Running ongoing client reviews that go deeper than “tick the box”.

Collaborating with a sharp, capable support team to deliver high-quality service.

Challenging how we do things and helping us make them better.

You Should Apply If You Are:

FASEA Qualified

5 year + experience

Someone who loves rolling up your sleeves and getting things done.

Comfortable with change (maybe even thrive on it).

Endlessly curious, always asking “why not?”.

A team player who shares ideas and collaborates openly.

Results-driven, believing success is a team sport.

Highly organised and efficient with workflow.

A clear, confident writer and presenter.

Passionate about people, purpose, and making a positive impact.

Excited by being part of a bigger picture where the future is yours to write.

What’s In It for You?

Work alongside industry leaders on complex and meaningful client work.

Be part of a tight-knit team where your voice is heard and ideas are actioned.

A remuneration structure, commensurate with your experience and value add.

A supportive, dynamic environment that values both personal and professional growth.

And yes - plenty of laughs along the way.

Interested?

We don’t want a cookie-cutter application.

Send us your resume and a one-page cover letter telling us who you are, why this resonates with you, and what you’re passionate about. Better still if you are up for it, fill free to go digital and send through a video.

If you’re ready to build better - with us and for your clients - this is your moment.