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I empower people to live more deliberately, strategically shape their financial futures and enhance their financial well-being.
Financial Planner – Holistic Wealth Advice | Brisbane-Based
Make a real impact beyond just money
Work with a fast-growing, purpose-driven firm
Build your own client book while transitioning into an existing one
Are you a financial planner who believes that true wealth is about more than just numbers? Do you want to work with clients on a deeper level—aligning their finances with their life goals and aspirations? If so, this could be the opportunity you've been looking for.
At Ikigai Wealth, we take a life-centred approach to financial planning, helping our clients connect their money with their purpose. We’re not just about growing wealth; we’re about helping people live their best lives.
Now, we’re looking for an empathetic and driven Financial Planner to join our growing team in QLD.
Who You Are
1. A fully qualified financial planner – Must be eligible to provide advice by the 2026 deadline and have passed the FASEA exam.
2. At least 1 year of experience as a financial planner – Experience in holistic advice is a big plus.
3. A people-first adviser – You care deeply about helping clients achieve financial wellbeing and life fulfilment.
4. Confident with both new and existing clients – You’re happy to handle new clients while also servicing and building relationships with existing clients.
5. Detail-oriented and highly efficient – You’re task-focused and get things done without compromising quality.
6. Based in QLD – Ready to be part of a small but growing firm with huge ambitions.
The Role
1. Holistic advice only – No transactional or product-driven approach. We focus on our clients’ whole-of-life objectives.
2. Client age range – Mostly in their 30’s & 40s, with some late 50s.
3. Build your own client book while also working with an existing client base, gradually transitioning relationships.
4. Be part of a growing, innovative team where there’s room to develop, scale, and make a real impact.
5. Work in a business that is changing the way financial advice is done.
Why Join Us?
1. Purpose-driven work – Our approach isn’t just about wealth; it’s about life fulfilment.
2. Growth & Opportunity – We’re scaling, and there’s room for you to grow with us.
3. Collaborative environment – We value teamwork, innovation, and a client-first mindset.
If you’re ready to be part of a business that is redefining wealth management, we’d love to hear from you!
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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