Wealth Solutions Partner
at Findex
Australia, , Australia -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 30 Oct, 2024 | Not Specified | 31 Jul, 2024 | N/A | Good communication skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
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