Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Ikigai WealthI empower people to live more deliberately, strategically shape their financial futures and enhance their financial well-being.Financial Planner – Holistic Wealth Advice | Brisbane-BasedMake 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 AreA fully qualified financial planner – Must be eligible to provide advice by the 2026 deadline and have passed the FASEA exam.At least 1 year of experience as a financial planner – Experience in holistic advice is a big plus.A people-first adviser – You care deeply about helping clients achieve financial wellbeing and life fulfilment.Confident with both new and existing clients – You're happy to handle new clients while also servicing and building relationships with existing clients.Detail-oriented and highly efficient – You're task-focused and get things done without compromising quality.Based in QLD – Ready to be part of a small but growing firm with huge ambitions.The RoleHolistic advice only – No transactional or product-driven approach.
We focus on our clients' whole-of-life objectives.Client age range – Mostly in their 30's & 40s, with some late 50s.Build your own client book while also working with an existing client base, gradually transitioning relationships.Be part of a growing, innovative team where there's room to develop, scale, and make a real impact.Work in a business that is changing the way financial advice is done.Why Join Us?Purpose-driven work – Our approach isn't just about wealth; it's about life fulfilment.Growth & Opportunity – We're scaling, and there's room for you to grow with us.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!
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