Careers with Impact
More than one million Australians trust us with their money, and that trust shapes how we work every day. Our members sit at the centre of everything we do, guiding our decisions and the impact we strive to make.
We’re looking for people who are purpose-driven and accountable, who value inclusion and collaboration, and who are proactive in managing risk to protect our members’ long-term outcomes. In return, you’ll be part of an organisation where your work contributes to strong returns, real-world impact, and a culture that reflects the communities our members serve.
Bring your authentic and passionate self to this exceptional role #careerswithimpact
You will spend your days helping HESTA members understand and take control of their financial futures, across every stage of their working lives. Your days will be varied, moving between group seminars, one-on-one member meetings, and employer site visits, so no two weeks look the same.
This is a field-based advisory and education role within HESTA's Member Engagement and Growth team. You will deliver General and limited Personal Advice alongside group education programs, working with members to strengthen their super literacy and confidence. You will report to the Manager of Advice and collaborate closely with Superannuation Advisers, Financial Planners, Member Education Managers and the Partnership Engagement team.
Day to day you will:
- Deliver seminars, workshops and one-on-one sessions to help members make confident super decisions across their working lives
- Provide personal advice in line with HESTA's AFSL, covering insurance, investment options, contributions and retirement planning
- Build and maintain relationships with key employers, including regional sites, to create regular access to members in their workplaces
- Develop and refine member engagement programs that increase financial literacy and deepen HESTA brand advocacy
- Regular travel is part of the role, including regional overnight stays, so a current driver's licence is essential.
About you
You are an empathetic, qualified adviser who loves helping everyday people navigate their super. You bring a natural ability to simplify complex concepts in the room, whether that is a boardroom seminar or a kitchen table conversation. You thrive working autonomously and enjoy the variety that comes with regional and field-based work. Time management skills are critical for this role coupled with
- Current registration on the ASIC Financial Advice Register (FAR) and completion of the FASEA exam
- Experience as a Financial Planner or Superannuation Adviser with a solid grasp of the advice process and regulatory requirements
- Strong communication and relationship-building skills across members, employers and internal stakeholders
- Comfortable working autonomously in remote or field-based environments
- Sound knowledge of superannuation legislation, SIS Act, SG requirements, relevant tax law and AFSL compliance obligations
Benefits that matter and make a difference for our employees
Leave for those moments that matter, an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Affirmation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few!).
Your Professional development matters, up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
Your health and wellbeing matters, free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
Your financial wellbeing matters, up to 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.
We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity.
We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team [email protected] and we’ll call you to discuss.
Please note: Applications via recruitment agencies will not be accepted for this position
