Wealth Solutions Partner

at  Findex

Australia, , Australia -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate30 Oct, 2024Not Specified31 Jul, 2024N/AGood communication skillsNoNo
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Description:

We’re seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business who excels at meeting new clients and enjoys the initial discovery phase. This role emphasises collaboration and allows you to focus on what you do best: being in front of clients.

  • 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 and unlocking further advice opportunities within our internal client base?

If you answered yes to the above, we’d love to share more details with you!

AN OPPORTUNITY WITH A DIFFERENCE

We’re seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business who excels at meeting new clients and enjoys the initial discovery phase. This role emphasises collaboration and allows you to focus on what you do best: being in front of clients.

Responsibilities:

  • 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 and unlocking further advice opportunities within our internal client base


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Australia, Australia