Wealth Solutions Partner: High-Impact Growth & Flexible Hours

Traction; Sydney; Hybrid; AUD 130,000 - 180,000; Full time

Benefits offered by this job

Flexible work options

Job summary

Findex in Sydney is seeking a Wealth Solutions Partner to lead discovery conversations, convert warm internal leads into wealth clients, and partner with our Accounting and Wealth teams to unlock new opportunities. You will own the client advice pipeline from screening to engagement, collaborating with advisers to deliver initial advice and onboarding.

This role offers flexible work arrangements and access to an integrated client base across accounting, wealth, lending and insurance, with

Qualifications

• Proven experience in a growth-focused Senior Financial Adviser role with FASEA exam and Adviser register.
• 29
• Experience in a professional services environment with Accounting/Tax/Business Advisory teams is desirable.
• Strong business development and growth mindset.
• Excellent stakeholder management and collaboration skills.

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 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

Business development

Relationship management

Client engagement

Strategic collaboration

Education

FASEA exam completed

Adviser register

Job description

Findex in Sydney is seeking a Wealth Solutions Partner to lead discovery conversations, convert warm internal leads into wealth clients, and partner with our Accounting and Wealth teams to unlock new opportunities. You will own the client advice pipeline from screening to engagement, collaborating with advisers to deliver initial advice and onboarding.

This role offers flexible work arrangements and access to an integrated client base across accounting, wealth, lending and insurance, with