Wealth Solutions Partner

Findex; Sydney; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Career advancement

Supportive team

Flexible work from home

Focus on client interactions

Integrated client base

Job summary

Findex is seeking an experienced Financial Planner to join the Go-To-Market team as a Wealth Solutions Partner in Sydney. You will lead discovery conversations, convert warm internal leads into Wealth clients, and work closely with Accounting and Wealth teams to deliver high-impact client experiences at the start of the journey.

You will enjoy flexibility with work-from-home options, a supportive team, and an uncapped earning potential as you build your client base and pipeline.

Qualifications

• Proven 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).
• Strong business development skills combined with a drive for growth.
• Exceptional relationship and stakeholder management skills, and a collaborative approach.
• A driven, self-motivated and relationship-focused mindset, with a passion for meeting new clients and helping them achieve financial success.
• Ability to travel to Findex offices within the region.

Responsibilities

• Meet and engage with new clients, understanding their financial needs and goals.
• Manage the client advice process from lead screening through to engagement, and own your pipeline against your KPIs.
• Partner with a team of trusted Findex Accountants and Wealth Advisers to unlock further advice opportunities within our internal client base.
• Develop joint account plans with our Accounting team to position our Wealth Management services.
• Connect clients with an Adviser for ongoing client work.
• Make the most of a steady supply of leads from our Inbound and Outbound programs.

Skills

Growth mindset

Relationship management

Business development

Stakeholder management

Education

FASEA exam

Adviser register

Job description

Are you ready to step away from traditional client servicing and focus on the part of advice you enjoy most? We're looking for an experienced Financial Planner to join our Go-To-Market team as a Wealth Solutions Partner in Sydney.

You will lead discovery conversations and convert warm internal leads into engaged Wealth clients, working closely with our Accounting and Wealth teams. Without the ongoing administration and compliance load of long-term client management, you'll deliver high-impact experiences at the very start of the client journey.

Your role, your contribution!

Meet and engage with new clients, understanding their financial needs and goals.

Manage the client advice process from lead screening through to engagement, and own your pipeline against your KPIs.

Partner with a team of trusted Findex Accountants and Wealth Advisers to unlock further advice opportunities within our internal client base.

Develop joint account plans with our Accounting team to position our Wealth Management services.

Connect clients with an Adviser for ongoing client work.

Make the most of a steady supply of leads from our Inbound and Outbound programs.

The benefits of joining us!

• A competitive salary package with uncapped earning potential.
• Opportunities for career advancement within a growing national business.
• 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.
• Access to an integrated client base across accounting, wealth, investment, lending and insurance.

What you will bring to the role:

• Proven 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).
• Strong business development skills combined with a drive for growth.
• Exceptional relationship and stakeholder management skills, and a collaborative approach.
• A driven, self-motivated and relationship-focused mindset, with a passion for meeting new clients and helping them achieve financial success.
• Ability to travel to Findex offices within the region.

Our Impact: Why Findex?

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across over 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

For the Community

The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.

For You

At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.

For our Customers

Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference.

For Diversity & Inclusion

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.