Help wealth-conscious Australians create financial freedom with personalised advice that actually makes a difference.

At Zion Financial, we help clients do more than just manage money — we support them in building long-term wealth, reducing financial overwhelm, and making confident, values-aligned decisions about their future.

We’re a boutique financial planning and mortgage broking firm based on the Sunshine Coast. Our clients are wealth-conscious Australians — often in their 30s to 50s — navigating real milestones: buying property, growing families, investing, protecting what matters, and preparing for retirement.

If you're a Financial Adviser who wants to step into a warm, well-supported role and grow with a team that genuinely cares, this could be your next move.

What you'll be doing:

Delivering strategic, personalised advice across cash flow, super, investments, insurance, debt, and retirement

Managing and growing your own client book, with strong internal referrals and lead flow

Crafting SOAs and ensuring compliant, client-first advice (we use AdviserLogic)

Collaborating with our in-house mortgage broker for holistic client outcomes

Empowering clients with regular reviews, education, and clear communication

Who you are:

A licensed Financial Adviser (ASIC-registered) with relevant qualifications

Ideally 2+ years of experience in a client-facing advice role

Confident in delivering and implementing advice across a wide range of strategies

A strong communicator — values-driven, clear, and proactive

Based on the Sunshine Coast — working hybrid from home and our office

Why Zion?

Warm client base – step into demand from day one, with consistent referrals and lead flow

Supportive team – work alongside a Director (Financial Adviser/Mortgage Broker), Paraplanner, Implementation Officer, and Client Service Coordinator

In-house marketing – our Marketing Manager handles branding and lead generation to build trust and bring in ideal clients consistently

Salary + commission – competitive base pay with commission structure and long-term growth potential

Hybrid flexibility – work from home and our office

No micromanaging, no burnout culture – just good people doing good work

Real impact – help clients make smart, aligned decisions about property, investing, protection, and long-term wealth

Boutique model – we go deep, not wide — and our clients value the difference

Sound like your kind of role?

Send your CV and a cover letter to Beau at [email protected] — we’d love to chat.