Join our Team

Why join our team?

At Kelly Wealth, our team is united by a shared commitment to delivering exceptional client experiences and meaningful financial outcomes.

We operate with a genuine client-first culture — and that starts internally, with the people we bring into our business.

We’re selective in our recruitment process because we’re building a high-performing team. But we also recognise that the right fit works both ways.

That’s why we see recruitment as a two-way conversation — giving you the opportunity to get to know us, our culture, and whether Kelly Wealth is the right place for your career.

What You Can Expect

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Competitive and tailored remuneration

A personalised salary package with annual reviews to recognise your growth and contribution.

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Additional superannuation payments

Helping you build your own financial future while you support others with theirs.

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5 weeks annual leave

More time to recharge, travel, and enjoy life outside of work.

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Flexible work perks

Including a monthly RDO or early Friday finishes to support work-life balance.

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Great workplace culture

Daily morning tea, quality coffee, and a supportive team environment you actually enjoy being part of.

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Team events and connection

Annual team getaway and regular opportunities to connect outside of the office.

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Recognised for people and culture

Finalists in the 2022 Cairns Chamber of Commerce and JCU Business Excellence Awards – Excellence in People Management.

Our values:

Kelly Wealth Family

Be it with our clients or colleagues, consistently acts as a proud ambassador & ensures everyone feels valued as a member of the KWS ‘family’

Client Experience

Consistently demonstrates an active interest in & understanding of our clients’ expectations – & delivers on commitments!

Courage & Fearlessness

Consistently demonstrates the wiliness to ‘give it a go’ & receive constructive feedback

Awareness

Consistently demonstrates awareness of their surroundings & seeks out the opportunity to assist colleagues

Communication

Consistently demonstrates responsiveness, respect & relevance in all internal & external communication

Ethics

Consistently demonstrates ethical & professional behaviour

Current Vacancies

The below opportunities are currently available for the right person. If this sounds like you, or you think you can add something to our team please email us at manager@kellywealth.com.au 

Financial Adviser

Position Overview: Are you passionate about the financial services industry and client-centric? As our firm is constantly growing, we are seeking a dedicated and enthusiastic person to help meet the growing demand in providing high level advice to the Far North Queensland community. The position can be flexible to suit the right person. Whether you have 10 year’s experience or 2 years’ experience, if you are client focused, will fit the KW team culture, and are driven to grow and progress your career, we would love to speak with you.

Essential Qualifications & Experience:

  • You have an approved bachelor’s degree (AQF7 level) or qualification and have passed the adviser exam.
  • You have completed your Professional Year.
  • Proficient computer skills, including advanced experience with the MS365 suite.
  • Exceptional organization, problem-solving, and communication skills.
  • A person who will fit the culture of the firm.

Key Responsibilities: Providing high level financial advice and services.

(further details available on application).

What we offer:

Our Employee Value Proposition (EVP) is very important to us and evolves each year. We currently offer our team the following:

  • Structured training to build skills quickly.
  • Career Progression.
  • Be part of a high performing team, with a great reputation.
  • Mentorship opportunities for those that want to further their career.
  • Flexible arrangements for study.
  • Salary and Remuneration Benefits.
  • Tailored remuneration package.
  • Annual salary review based on performance.
  • Bi-annual performance updates.
  • Monthly check-ins to provide regular feedback.
  • Superannuation co-contribution program.
  • Work Life Balance.
  • Additional Annual Leave – Total 5 weeks per year.
  • Flexible TIL arrangements.
  • Monthly RDO.

Other Benefits:

  • Excellent coffee (real coffee) and lunchroom chats.
  • Daily Morning Tea.
  • Annual employee weekend getaway.
  • Free financial advice for employees and spouses.
  • Discounted advice for family.

NOTE: Annual Salary commensurate with experience and industry.