Financial Advisor/ Wealth Coach

Ready to Coach 7-Figure Business Owners to Build Generational Wealth?

Aureus Financial is seeking a Senior Wealth Adviser who thrives working with high-performing business owners and wants to operate at a higher level.

We don’t do transactional advice.

We build long-term wealth strategies for 7-figure entrepreneurs who are serious about profit, time, and legacy.

If you are confident with complex clients, commercially minded, and ready to step into a growth-focused leadership role — this is for you.

About Aureus Financial

Aureus is an award-winning wealth, accounting and lending group helping service-based business owners remove cashflow bottlenecks, scale profit, and turn business success into personal wealth.

Our clients are ambitious.
Our standards are high.
Our environment is performance-driven

What You Will Do:

Coach high-net-worth business owners through our Wealth Mastery Machine
Help clients define their 20-year roadmap and build a One Page Wealth Plan
Implement systems to sustain surplus, destroy debt, and automate investments
Manage client portfolios using the Bucket System and Passive Income Plan
Protect client wealth through the Family Vault risk reduction framework

The Opportunity

This is a senior advisory role working with:

  • 7-figure business owners
  • High-net-worth families
  • Complex structures (companies, trusts, SMSFs)
  • Long-term wealth strategies

You will:

  • Lead strategic advice relationships with 7 figure + business owners
  • Drive revenue growth within the Wealth division
  • Manage and grow a substantial client portfolio
  • Contribute to refining investment philosophy and client strategy
  • Mentor junior advisers and contribute to team performance
  • Operate with dedicated research, paraplanning and implementation support
We Will Measure Success By:
  • 2 – 5 new clients onboarded per week
  • NPS score of 9 or higher
  • Client retention above 90%
  • Revenue growth under management
  • Strategic contribution to the Wealth division
  • Are commercially astute and understand tax-aware wealth structuring
  • Stay calm under pressure and lead with confidence
  • Take ownership of outcomes and operate with high accountability
  • Want to build something bigger than just your own book
You Are Perfect For This If You:
  • Hold a degree in Financial Planning
  • Have experience advising high-net-worth individuals or business owners
  • Stay calm under pressure and coach with confidence
  • Take ownership of client outcomes and follow through
  • Want to build your career with one of the fastest-growing businesses in Australia
Salary and Perks:

$110,000- 150,000 base + bonus ( 15 – 30% bonus of retained revenue uncapped ) + superannuation
Profit share bonus
Career fast-tracking in a high-growth environment
Work that matters: help build the next generation of wealthy Australians

Leadership pathway

How to Apply:
Send your CV and a short Loom video introducing yourself. Tell us why you are the right person to coach our clients to financial success.

Ember Felizco

Job Category: Financial Advisor
Job Type: Full Time
Job Location: Hybrid

Apply for this position

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