Wealth Solutions Partner

7 days ago

Sydney, New South Wales, Australia Findex Full time $90,000 - $120,000 per year
Job Description
  • Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction?
  • Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom?
  • Do you enjoy working collaboratively across divisions and unlocking further advice opportunities within our internal client base?
If you answered yes to the above, read on

An Opportunity with a Difference

We're seeking a dynamic individual with a background in Financial Planning who's ready to pivot into a role that's truly focused on the front end of the client journey.

Unlike traditional advice roles that balance ongoing servicing, reviews, and implementation, this opportunity is centred on what many advisers enjoy most, meeting new clients, leading discovery conversations, and helping them take the first steps toward financial advice.

You'll play a critical role in converting warm internal leads into engaged Wealth clients, without the ongoing administrative and compliance load of long-term client management. Working closely with our Accounting and Wealth teams, you'll collaborate to unlock opportunities and deliver seamless, high-impact experiences for our clients.

What will your typical week look like?
  • 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
Benefits on offer
  • A competitive salary package with uncapped earning potential
  • Opportunities for career advancement within our growing business
  • Work with an experienced, supportive team of colleagues and Leaders
  • Flexibility to shape your workday, with options to work from home and the office
  • The freedom to focus on client interactions without the administrative burden
Let's talk about you
  • Previous experience in a growth focused Senior Financial Adviser role, having completed the FASEA exam and listed on the Adviser register
  • Experience in a professional services environment, working alongside Accounting, Tax or Business Advisory teams (desirable)
  • 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
  • Ability to travel to Findex offices within the region
Why Findex? writeyournextchapter

We're focused on meeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services. We pride our self 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.

Next steps?

Apply now - we can't wait to hear from you Please note, you will be directed to our careers page to apply.

PLEASE NOTE:

Only candidates with valid work rights within Australia in which this position is based will be considered.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies

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