Senior Financial Adviser Role

6 days ago


Sydney, New South Wales, Australia Findex Full time

Financial Services Career Opportunity

We're seeking an experienced Senior Financial Adviser to join our integrated Financial Services business. As a key member of our team, you'll focus on meeting new clients and enjoying the initial discovery phase.

What You'll Do:

  • 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.

Why 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.



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