Financial Advisor

We’re hiring a Financial Adviser in our Sunshine Coast office to deliver high-trust, strategy-led advice and build long-term client relationships. You’ll own the advice process end-to-end, backed by strong admin and compliance support so you can stay focused on clients.

Futurevest is a fee-for-service advice firm providing holistic advice to families, professionals, and business owners, predominantly in the accumulation phase.

Key responsibilities

• Deliver holistic advice aligned to client goals, values, and risk profile (super including SMSF, investments, insurance, retirement planning, cashflow, and estate considerations as relevant).
• Run client reviews, implement advice, and manage ongoing service and renewal workflows.
• Maintain best-practice compliance: clear SOA/ROA rationale, clean file notes, and audit-ready records.
• Build the book through referrals and relationship management, not product pushing.

What we’re looking for

• Authorised Representative to provide advice.
• 3-5+ year’s advising clients
• Strong communication and a client-first, ethical commercial approach.
• Evidence you can execute: retention, client outcomes, process discipline, and business development (where relevant).
• Clean compliance history.

Compensation

Base: $120K-$140K + bonus (structure based on client outcomes, retention, and growth contribution).

How to apply

Please include:

• Email to matthew@futurevest.com.au
• Resume
• A short note on your client segment, advice style, and why you’re a fit