WSP - Sydney

Lawson Delaney

Sydney

On-site

AUD 120,000 - 170,000

Full time

23 hours ago
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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

Build your career with one of Australia's leading Wealth Advisory firms. Lawson Delaney is Melbourne's premier firm for helping Wealth Management and Accounting practices achieve their ambitious growth goals. We're seeking a high-performing Wealth Solutions Partner to own strategy, client relationships and revenue growth across Sydney. You'll connect high-value clients to integrated Wealth, Insurance and Lending solutions - and be paid for the outcomes you deliver.

What You'll Do
  • Own new and existing client engagements end to end, from first conversation to long-term partnership
  • Uncover & 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
About you
  • A Financial Advisor with strong commercial instincts and a genuine passion for exceptional client outcomes
  • A proven track record of winning and growing revenue - you're comfortable with targets and motivated 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
Why this role stands out
  • Uncapped earning potential backed by a performance-driven reward structure - your results set your income
  • Access to a large, largely untapped national client base
  • Focus on growth & reward rather than compliance
  • A firm that actively invests in the development and long-term success of its people
  • A seat at the table: real influence over strategy, not just execution

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