Financial Planner – Wealthline

Wealthline is hiring financial planners to join our team. We need enthusiastic, driven individuals who want to build a business under our reputable AFSL OR wish to apply for a Financial Planner role and grow with us.

What We Want

• Basic Requirement-Passed professional year, ambitious, and ready to learn.

• Passionate about financial planning and client service.

• Bold enough to engage communities and address Australia’s increasing need for an accessible and affordable, quality advice.

• Eager to grow your own professional profile.

What We Offer

• Financial Planner: $80,000 + bonuses.

• Senior Financial Planner: $120,000 + bonuses.

• Executive SFP: $150,000 + business share potential.

• Full paraplanning support, systems, and tools.

• Flexible roles tailored to your experience and business plan.

• Clear path from FP to SFP to Entrepreneur.

Why Us?

We’re a trusted firm focused on client outcomes. We’ll support your growth with our knowledge and resources and assist you in building your career and your business.

About Us: Wealthline is a self-licensed financial advice practice that has been in operation for the last 8 years, concentrating on providing holistic financial advice. We believe in building community both with our staff and clients and endeavour to provide both exemplary service sound technical solutions for our clients. We are looking for someone to join the team who is motivated and eager to growth with and support their clients over the long term.

Key Responsibilities:

Manage and grow an existing client portfolio, delivering personalized financial advice and services.

Develop comprehensive strategies across wealth creation, retirement planning, investments, and more.

Build and maintain long-term client relationships based on trust and exceptional service.

Actively seek new clients and business opportunities to expand your client base.

Work independently with strong self-motivation and a results-driven approach.

Required Skills & Experience:

Minimum of 3 years’ experience as a Financial Planner or Adviser.

Strong technical knowledge in financial planning strategies, investments, and compliance.

Proven track record of developing and growing a client base.

Exceptional communication and relationship-building skills.

Self-motivated, goal-oriented, and detail-focused.

Benefits:

Flexible work-from-home (mobile work) environment.

Access to comprehensive resources and ongoing career development opportunities.

Competitive salary package and a clear career pathway.

Equity position in our own book so that you are building both capital and generating income.

Paraplanning and assistant support staff to enable you to concentrate on the important and value creation elements of the advice process.

How to Apply: Click the ‘Apply Now’ button or email your resume to [email protected].