AddressWe have a unique opportunity for a Senior Financial Adviser to play a crucial role in the next phase of our growth execution. We are seeking a dynamic and passionate individual to join our integrated financial advice practice. In this pivotal role, you will be responsible for fostering meaningful relationships with new clients, guiding them through the process of defining their financial goals and objectives.
Collaboration lies at the heart of our integrated approach, and you will work closely with our internal team of accounting and wealth advisers to deliver holistic solutions that address every aspect of our clients' financial well-being. By leveraging your expertise and coordinating with other professionals within our practice.
What will your typical week look like?
- Lead the key client discovery meetings, understand the needs of the client, diagnose their unmet needs and connect them to our Adviser teams
- Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIs
- Manage key client and customer relationships
- Partner with a team of trusted Findex Accountants and Wealth Advisers
- Develop joint account plans with our Accounting team to position our Wealth Management services
- Connect Clients with an Adviser for ongoing client work
Benefits on offer
- Enjoy a steady supply of leads from our Inbound and Outbound programs
- A competitive salary package with uncapped earning potential
- Opportunities for career advancement within our growing business
- Work with an experienced, supportive team of colleagues and Leaders
- Flexibility to shape your workday, with options to work from home or the office
Let’s talk about you!
- Previous experience as a Senior Financial Adviser who has successfully completed the FASEA exam (and on the Adviser register)
- A true collaborator with exceptional relationship and stakeholder management skills
- Top-notch business development skills combined with a drive for growth
- Strong commercial and financial acumen
- Excellent oral and written communication skills
- Travel is required to Findex offices in the region
Why Findex? writeyournextchapter
We're focused on meeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services. We pride our self on an integrated service offering that includes an accounting, wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.
We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.
Next steps?
Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.
PLEASE NOTE: Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered
