Personal Budgeting Specialist

At MyBudget, we believe everyone deserves to live a life free from money worries. Since 1999, our award-winning service has supported more than 130,000 Australians to take control of their finances and achieve their goals. What sets us apart is our people — a passionate, purpose-driven team committed to making a genuine difference. If you’re looking for a role where your work truly matters, this is it.

As a Personal Budgeting Specialist, you’ll be at the forefront of transforming lives. Every day, you’ll have meaningful conversations with clients — understanding their financial situation, uncovering their goals, and guiding them toward a clearer, more confident future. The impact is real and immediate — you’ll see the relief, confidence, and hope your support creates. This is more than a job — it’s a chance to help people change their lives.

You don’t need to come from a financial background — we’ll provide comprehensive training to set you up for success. What matters most is your empathy, communication skills, and genuine desire to help others.

• Guide and support clients on their financial journey with care and confidence

• Build strong, trusting relationships through meaningful conversations

• Take a consultative approach to understand needs and offer tailored solutions

• Solve problems with empathy and insight

• Deliver results in a KPI-driven environment, balancing performance with genuine care

• Put the client first by remaining flexible and responsive — adapting to changing needs and priorities to deliver the best possible outcomes

• As a Personal Budgeting Specialist, you’ll be at the forefront of transforming lives. Every day, you’ll have meaningful conversations with clients — understanding their financial situation, uncovering their goals, and guiding them toward a clearer, more confident future.

• Strong communication and emotional intelligence

• An ability to multi-task, and adapt in a face-paced setting

• A positive mindset and willingness to learn

• Confidence in a consultative, client-focused environment

This is a full time role requiring shift work to align with our clients’ availability, therefore a standard working week would look as follows.

Please note its essential that you can commit to the below hours and you state this in your application. 

8.30am - 6pm (One Day)

1pm - 8.30pm (Two Days)

10.30am - 8.30pm (One Day)

10.30am - 6pm (One Day)

There will also be an expectation to work one Saturday a month from 8:30 am - 3:30 pm. 

Starting salary: $75,800 + super + performance incentives
Progression: Up to $86,460 as you develop
Incentives: Uncapped commission from day one

At MyBudget, you’re more than just a number — you’re part of a team that genuinely cares. Our leaders are hands-on, supportive, and invested in your success. We’ve built a culture where people feel valued, supported, and empowered to grow — all while making a meaningful impact. We live by our values: We Care. We Make a Difference. We Are Financially Responsible.

We support our people in every aspect of their wellbeing through our MyBenefits Program:

Financial & Lifestyle

• Exclusive retail discounts across hundreds of brands

• Free access to the MyBudget service

• Novated leasing options

• Family & friends referral incentives

• Uniform allowance 

Health & Wellbeing

• Wellness subsidy (Be Well)

• Discounted private health insurance

• Employee Assistance Program (Unmind) 24/7 platform and counsellor access 

• Annual flu vaccinations (vouchers and onsite) 

Connection & Recognition

• Social Club events

• Purchased leave options

• Recognition and reward programs

If you’re looking for a role where you can combine purpose with performance and truly change lives, we’d love to hear from you. Apply now — and don’t forget to include a cover letter telling us why you’re the right fit for this role.

We’re proud to be an inclusive workplace that values diversity in all its forms. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, culturally diverse communities, and the LGBTQIA+ community.