Senior Financial Adviser

2 weeks ago


Melbourne, Victoria, Australia Findex Full time

About the Role:

We are seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business. As a key member of our team, you will excel at meeting new clients and enjoy the initial discovery phase.

Key Responsibilities:

  • 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 to develop joint account plans.
  • Connect clients with an Adviser for ongoing client work.

What We Offer:

  • A competitive salary package with uncapped earning potential.
  • Opportunities for career advancement within our growing business.
  • Flexibility to shape your workday, with options to work from home or the office.
  • A supportive and collaborative work environment.

Requirements:

  • 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.
  • Ability to travel to Findex offices within the region.


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