Property Wealth Planner

To $150K + comms OTE $300K
- Many benefits + balanced work/life
- Beautiful offices, top performing colleagues
- **To $150,000 package**:

- **Expected earnings **$250K - $300K p.a.**:

- **Well established, Highly-reputable Australian owned Advisory firm**:

- **Multiple benefits incl Wellness, team Yoga, WFH + balanced work/life**:

- **Beautiful offices, top performing colleagues**

**Our Client**

Based on Sydney’s Northern Beaches, this Australian owned and run residential wealth advisory has been operating successfully for over 15 years. With their niche sitting in near complete or recently completed off the plan apartments, townhouses and house & land properties, they have a solid research team to guide purchasing across Australia depending on where the greatest value and returns will be for their clients.

**Duties**

Reporting to the COO, this is a strategic position central to the future growth of the organisation, this role will be responsible for managing client engagement, activation and retention to grow business revenue
- Conduct client workshops to educate on property investment, identify the clients’ financial position and goals, and develop an investment plan individually tailored to each investor’s unique circumstances and financial goals
- Develop in partnership with the Investment Finance Broking team a long-term investment plan with the right financial structures individually tailored to each client’s unique circumstances
- Develop in partnership with the Investment Property team a high growth investment property portfolio that meets the Client’s requirements
- Build awareness of the Company brand and manage the client’s journey
- Develop and nurture client relationships and look for opportunities to engage the client in future property purchase as their equity and wealth grows
- Liaise with your other advisors such as accountants, financial planners, and lawyers to ensure the strategy and plan consider and integrates their advice

**Specific requirements**
- Significant experience in building relationships from a Wealth Management & Financial perspective
- Proven expertise in managing relationships with high-net-worth clients that involve complex investment and financial structures
- Tertiary qualifications in Finance, Business or equivalent.
- Confidence in presenting to small groups
- Substantial knowledge of the financial services industry as whole, including legislation and regulatory obligations with experience in Accounting, Tax, Superannuation, Insurance & Investments

**Benefits**
- Fantastic employee benefits, including a day off for your birthday every year, weekly Pilates, wellness, and adventure days
- Support and encouragement to maintain a balanced work/life
- Be part of a collaborative, high-performance culture that values personal and professional growth
- A truly outstanding team of mortgage, finance & property professionals that operate in a highly collaborative environment
- HQ in a stunning Northern Beaches seaside location
- 1 day / week WFH permitted

To take this rare opportunity to progress your Wealth Planner career, click the APPLY button and we’ll get in touch

**Kurt Steinmetz**

**0435 672 992**:

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