
Wealth Solutions Partner
4 weeks ago
Join to apply for the Wealth Solutions Partner role at Findex
2 days ago Be among the first 25 applicants
Join to apply for the Wealth Solutions Partner role at Findex
- Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction?
- Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom?
- Do you enjoy working collaboratively across divisions and unlocking further advice opportunities within our internal client base?
- Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction?
- Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom?
- Do you enjoy working collaboratively across divisions and unlocking further advice opportunities within our internal client base?
An Opportunity with a Difference
We're seeking a dynamic individual with a background in Financial Planning who's ready to pivot into a role that's truly focused on the front end of the client journey.
Unlike traditional advice roles that balance ongoing servicing, reviews, and implementation, this opportunity is centred on what many advisers enjoy most, meeting new clients, leading discovery conversations, and helping them take the first steps toward financial advice.
You'll play a critical role in converting warm internal leads into engaged Wealth clients, without the ongoing administrative and compliance load of long-term client management. Working closely with our Accounting and Wealth teams, you'll collaborate to unlock opportunities and deliver seamless, high-impact experiences for our clients.
What will your typical week look like?- Meet and engage with new clients, understanding their financial needs and goals.
- Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIs
- Partner with a team of trusted Findex Accountants and Wealth Advisers
- Develop joint account plans with our Accounting team to position our Wealth Management services
- Connect clients with an Adviser for ongoing client work
- Enjoy a steady supply of leads from our Inbound and Outbound programs
- A competitive salary package with uncapped earning potential
- Opportunities for career advancement within our growing business
- Work with an experienced, supportive team of colleagues and Leaders
- Flexibility to shape your workday, with options to work from home and the office
- The freedom to focus on client interactions without the administrative burden
- Previous experience in a growth focused Senior Financial Adviser role, having completed the FASEA exam and listed on the Adviser register
- Experience in a professional services environment, working alongside Accounting, Tax or Business Advisory teams (desirable)
- Driven, relationship-focused, and self-motivated
- Passionate about meeting new clients and helping them achieve financial success
- A true collaborator with exceptional relationship and stakeholder management skills
- Top-notch business development skills combined with a drive for growth
- Ability to travel to Findex offices within the region
We're focused onmeeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services. We pride our self on an integrated service offering that includes anaccounting, wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.
We attract, retain, andpromote people who share a sense of purpose and belonging. And wehave a passion for creating opportunities for growth and sustainability thatripple throughout our communities.
Next steps?
Apply now – we can't wait to hear from you Please note, you will be directed to our careers page to apply.
PLEASE NOTE:
Only candidates with valid work rights within Australia in which this position is based will be considered.
Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies
Seniority level
- Seniority levelMid-Senior level
- Employment typeFull-time
- Job functionFinance and Sales
- IndustriesFinancial Services and Accounting
Referrals increase your chances of interviewing at Findex by 2x
Get notified about new Solutions Specialist jobs in Brisbane, Queensland, Australia.
Embedded IoT / Edge Solutions Sales Representative, Manager and DirectorBrisbane, Queensland, Australia 1 week ago
Brisbane, Queensland, Australia 1 week ago
Brisbane, Queensland, Australia 1 month ago
Brisbane, Queensland, Australia 1 week ago
Eight Mile Plains, Queensland, Australia 1 week ago
Brisbane, Queensland, Australia 8 months ago
Brisbane, Queensland, Australia 1 day ago
Sales & Mapping Representative – Cardiac Ablation SolutionsBrisbane, Queensland, Australia 2 weeks ago
Embedded Linux Senior Software Engineer - OptimisationBrisbane, Queensland, Australia 2 weeks ago
Linux Engineering Manager - Optimisation for Latest HardwareBrisbane, Queensland, Australia 5 months ago
We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr-
Brisbane, Queensland, Australia Macquarie Bank Limited Full timeBusiness Development Manager – Wealth SolutionsPrimary office locationBrisbaneDate25-Aug-2025Permanent - Full time,Job categoryBusiness Development & Sales, Wealth ManagementOur Wealth Solutions team offers market-leading integrated wealth solutions for advisers and their clients. Business Development Managers at Macquarie Wealth help financial advice...
-
Strategic Financial Partners
15 hours ago
Brisbane, Queensland, Australia beBeeFinancial Full time $90,000 - $120,000Wealth Solutions Partner Job OpportunityWe are seeking a dynamic and experienced professional to join our team as a Wealth Solutions Partner. This role offers a unique opportunity for individuals looking to pivot into a front-end focused position, leveraging their financial planning expertise to deliver seamless client experiences.The ideal candidate will...
-
Brisbane, Queensland, Australia ANZ Banking Group Limited Full time $80,000 - $120,000 per yearAbout Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role The purpose of the Private Wealth Adviser role is to support the Senior Private Wealth Advisers managing the financial advice relationships with high net worth...
-
Private Wealth Adviser
2 weeks ago
Brisbane, Queensland, Australia ANZ Full timeAbout UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.About the RoleThe purpose of the Private Wealth Adviser role is to support the Senior Private Wealth Advisers managing the financial advice relationships with high net worth ANZ...
-
Personal Wealth Manager
1 day ago
Brisbane, Queensland, Australia beBeeBanking Full timeOpportunity SummaryThis is a chance to be part of a prestigious Australian financial institution with a reputation for innovation and superior service. The role involves owning a growing portfolio of high net worth (HNW) and ultra high net worth (UHNW) clients, delivering tailored banking and wealth solutions in a relationship-driven environment.Key...
-
Private Wealth Adviser
3 weeks ago
Brisbane, Queensland, Australia ANZ Full timeJoin to apply for the Private Wealth Adviser role at ANZ2 days ago Be among the first 25 applicantsJoin to apply for the Private Wealth Adviser role at ANZGet AI-powered advice on this job and more exclusive features.About UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and...
-
Private Wealth Adviser
3 weeks ago
Brisbane, Queensland, Australia ANZ Full timeJoin to apply for the Private Wealth Adviser role at ANZ2 days ago Be among the first 25 applicantsJoin to apply for the Private Wealth Adviser role at ANZGet AI-powered advice on this job and more exclusive features.About UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and...
-
Business & Wealth Graduate Program (Feb 2026)
4 weeks ago
Brisbane, Queensland, Australia Gotafe Full timeYour New RoleJoin a team where our people are our greatest asset. As part of the Business & Wealth Graduate Program, you'll support our prestigious franchise and top-tier brands. Immerse yourself in the heart and soul of the Australian business sector.This is a 15-month program with 3 x 5-month rotations, allowing you to engage in diverse areas such as...
-
Senior Accountant
2 days ago
Brisbane, Queensland, Australia Wealth Nexus Full time2 days ago Be among the first 25 applicantsWealth Nexus is a boutique accounting firm dedicated to delivering tailored financial solutions and exceptional client service. Our mission is to provide personalized and professional financial guidance to meet the unique needs of each client. Based in Brisbane, QLD, we pride ourselves on our dedication to client...
-
Senior Accountant
2 days ago
Brisbane, Queensland, Australia Wealth Nexus Full time2 days ago Be among the first 25 applicantsWealth Nexus is a boutique accounting firm dedicated to delivering tailored financial solutions and exceptional client service. Our mission is to provide personalized and professional financial guidance to meet the unique needs of each client. Based in Brisbane, QLD, we pride ourselves on our dedication to client...