Wealth Solutions Partner – Sydney | Uncapped Earnings

Lawson Delaney; Sydney; On-site; AUD 120,000 - 170,000; Full time

Job summary

Lawson Delaney in Sydney seeks a Wealth Solutions Partner to own strategy, client relationships and revenue growth across the region. You will connect high-value clients to integrated Wealth, Insurance and Lending solutions and be rewarded by outcomes.

You will manage end-to-end client engagements, uncover opportunities, and collaborate with specialists across Wealth, Accounting, Advisory and Tax to deliver sophisticated multi-dimensional solutions.

Qualifications

• A Financial Advisor with strong commercial instincts and a genuine passion for exceptional client outcomes.
• Proven track record of winning and growing revenue; comfortable with targets and driven by them.
• Skilled at building trust fast, identifying opportunity and closing strategic solutions.
• Curious, collaborative and relentlessly results-driven.
• Comfortable managing a territory with some travel across greater Sydney.

Responsibilities

• Own new and existing client engagements end to end, from first conversation to long-term partnership.
• Uncover and convert opportunities in an extensive client base that has barely been worked.
• Act as the strategic connector between Wealth Management clients and specialists across Accounting, Advisory, Tax and Wealth.
• Collaborate across disciplines to deliver sophisticated, multi-dimensional solutions.

Skills

Financial advisor

Business development

Relationship building

Collaborative mindset

Territory management

Job description

Lawson Delaney in Sydney seeks a Wealth Solutions Partner to own strategy, client relationships and revenue growth across the region. You will connect high-value clients to integrated Wealth, Insurance and Lending solutions and be rewarded by outcomes.

You will manage end-to-end client engagements, uncover opportunities, and collaborate with specialists across Wealth, Accounting, Advisory and Tax to deliver sophisticated multi-dimensional solutions.