Strategic Financial Partners

15 hours ago

Brisbane, Queensland, Australia beBeeFinancial Full time $90,000 - $120,000
Wealth Solutions Partner Job Opportunity

We 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 possess strong communication skills, the ability to build rapport with new clients, and a passion for uncovering their financial needs and goals. They will work closely with our Accounting and Wealth teams to unlock opportunities and provide high-impact solutions for our clients.

Key Responsibilities:

  • Meet and engage with new clients, conducting in-depth discovery conversations to understand their financial objectives.
  • Manage the client advice process from lead screening to engagement, ensuring seamless transitions and meeting key performance indicators (KPIs).
  • Collaborate with a team of trusted Findex Accountants and Wealth Advisers to deliver integrated solutions and drive business growth.

What makes this role exceptional:

  • A refreshing career direction for those seeking to move away from traditional client servicing advice roles.
  • An opportunity to thrive on connecting with clients and delivering meaningful solutions to secure their financial freedom.
  • A chance to work collaboratively across divisions and unlock further advice opportunities within our internal client base.

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