Careers at Wealth Today.

Each person in the Wealth Today corporate team shares the company’s commitment to positive outcomes for all clients and the lasting success of our Members.

If you share our vision of financial security for all Australians and have the required professional experience we’re seeking, then we’d like to hear from you!

To apply for a position below, please send your resume to, referencing the position in your subject field. We look forward to hearing from you!

In-House Financial Planners

Perth – north and south of the river.

We are seeking experienced Financial Planners to provide quality financial advice and plans in a timely fashion to clients referred by our Serviced Members across Perth.

Financial Planners joining our motivated team will enjoy a competitive remuneration package as well as our investment in their ongoing professional development. At Wealth Today, our Planners are fully supported by in-house Paraplanning, implementation and administrative support services operating out of our Head Office and all leads are supplied.

Spending time in Members’ offices, you will be responsible for facilitating ongoing referrals from Members, training them on how appropriately introduce advice to their clients and building a fee for service client book.

You will be responsible for keeping appropriate, up to date client files and records on our Client CRM and other relevant software. You will maintain all ongoing compliance requirements and provide weekly/monthly reports to Management.

Successful candidates will be able to demonstrate proven experience at delivering financial advice and the ability to write a consistent volume of business from qualified leads.

In addition you will possess the following skills and knowledge:

  • Minimum 3 – 5 years of current financial planning experience
  • Strong communication and interpersonal skills
  • The ability to communicate the value and impact of an appropriate financial plan to clients.
  • The ability to work autonomously as well as part of a team.

If you’re looking for a long-term, sustainable career providing every day Australians with appropriate, tailored financial advice and have the above necessary skills and experience, please apply.