Expert Financial Consultant

4 weeks ago

Sydney, New South Wales, Australia Findex Full time
Unlock New Opportunities

A competitive salary package with uncapped earning potential awaits our next Senior Financial Adviser.

About the Role:

  • 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.

Your Background:

  • Previous experience as a Senior Financial Adviser, having completed the FASEA exam and listed on the Adviser register.
  • 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.
  • Strong commercial and financial acumen.
  • Excellent oral and written communication skills.
  • Ability to travel to Findex offices within the region.

About Findex:

We're focused on meeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services. We pride ourselves on an integrated service offering that includes an accounting, wealth management, investment, lending, and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.

Career Advancement:

With a competitive salary package and opportunities for career advancement within our growing business, you'll have every chance to succeed and reach your full potential.

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