Our Careers.
Oakmont Financial Group was formed in 2017 through the merger of several established advice businesses, bringing together more than 180 years of combined experience, client relationships and industry knowledge.
While financial advice has changed considerably over that time, the importance of trust, personal relationships and quality advice has not. Those principles continue to guide the way we work with our clients and with each other.
Today, Oakmont combines those foundations with a modern approach to advice, ongoing investment in technology and a commitment to continually improving the outcomes we deliver for clients.
Why Oakmont
At Oakmont, we believe our success comes from the quality of our people.
Over the past two years, we've continued to grow our team, expand our client base and strengthen our position as one of Australia's leading specialist financial planning and personal insurance advice businesses. Today, our team supports hundreds of clients across wealth management, personal insurance, employee benefits and business advisory services, with continued investment in our people, technology and capabilities.
That reputation is reflected in our results. Oakmont has been recognised as Practice of the Year in two of the last three years by our licensee - an acknowledgement of the quality of advice, client outcomes and team culture we've built together. Alongside that, a number of our individual team members have been recognised through industry awards, reflecting the calibre of people we attract and the environment we create for them to grow.
What makes Oakmont different is the opportunity that comes with that growth.
When you join Oakmont, you won't spend years waiting for your chance to contribute. You'll work alongside experienced professionals, be trusted with meaningful responsibility and have the opportunity to make a genuine impact from day one.
Whether your ambitions lie in client facing roles, operations, leadership or business support, Oakmont is an environment where talented people build rewarding long term careers and grow alongside the business.
14
TEAM MEMBERS
A growing team of professionals who collaborate, support one another and share in the success of the business.
2025
IFA WELL-BEING FINALIST
Recognition of our committment to supporting the mental and physical well being of our team.
30%
AVG REVENUE GROWTH
Strong and consistent growth provides stability, career progression and investment in our people.
150+
NEW CLIENTS EACH YEAR
New business volume creates opportunities for our people to develop, progress and make an impact.
Who Thrives Here
We hire for mindset as much as experience. The people who go furthest at Oakmont tend to share a few things in common:
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Curious and willing to learn
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Comfortable taking ownership
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Positive and adaptable
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Team oriented
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Committed to delivering great outcomes
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Looking to build something over the long term
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Technical skills can be taught.
Attitude, curiosity, professionalism and a willingness to contribute are what make the difference.
Career Pathways
At Oakmont, you'll gain exposure to both wealth protection and wealth creation, something few firms still offer. Whether you're starting out or taking the next step, opportunities exist across wealth, insurance and business support, with clear pathways to grow as the business does.
Our Culture
These aren't just values on a wall. They're the principles that shape how we build our team, support our people and contribute to the communities around us.
Community
We believe success comes with a responsibility to give back.
Through community partnerships, fundraising initiatives, volunteering opportunities and local involvement, we encourage our team to make a positive impact beyond the workplace. Supporting the communities we live and work in is an important part of who we are and something we're committed to strengthening as we continue to grow.
Connection
We work hard, but we also believe people perform at their best when they enjoy what they do and who they do it with.
From team celebrations and social events to interstate conferences and shared experiences, we invest in creating an environment where people genuinely enjoy coming to work. Equally important is maintaining balance. We recognise that careers are only one part of life, and we encourage our team to prioritise family, friendships, health and the things that matter most outside of work.
Well-Being
Long-term success should never come at the expense of health.
We place a strong emphasis on both mental and physical well-being, creating an environment where people feel supported to perform at their best professionally and personally. As a finalist in the 2025 IFA Well-Being Program category, we're proud of the initiatives we've built, but we see well-being as an ongoing commitment rather than a finished product.
Each year, we aim to strengthen our employee offering through new initiatives, benefits and support programs that help our people live healthier, happier and more sustainable lives.
Learning and Development
At Oakmont, learning is part of how we work, not something that happens once a year in a formal review. Whether you're working toward your first qualification, building specialist expertise or stepping into leadership, you'll be supported by people who are genuinely invested in your progress.
That means access to mentors who've built the careers you're aiming for, study support when you're working toward qualifications, and the kind of day-to-day exposure that accelerates development faster than any classroom. It also means being part of a business that sends its people to conferences, invests in CPD, and creates space for curiosity.
We're proud that several of our team members have gone on to be individually recognised by the industry. We don't think that's a coincidence.
Our goal is simple: every person who joins Oakmont should finish each year more capable and confident than when they started, and have a clear sense of where they're headed next.
Expressions of Interest
If you're looking for an opportunity to build your career with a team that values both performance and people, we'd love to hear from you.