Wealth Planner

We’re seeking an exceptional Wealth Planner.

• Are you looking to join Australia’s preeminent wealth through property advisory team? 
• Do you want to help everyday Australians grow, protect and pass on their wealth? 
•  Are you keen to elevate your career?
• You can work from our MELBOURNE, SYDNEY OR BRISBANE offices

Then join our Metropole Wealth Planning team!

About you 

• You have strong analytical skills and a proven track record, plus a knack for finding the right solution for your clients
• Client-Focused: You have an uncanny knack for identifying client needs and tailoring strategies to meet them.
• Wealth of Knowledge: You bring a consultative approach, offering clients tailor-made property and wealth solutions using the appropriate software analysis tools like PIA.
• Team Player: Collaboration is your middle name; you fit right into a cohesive, supportive team.
• Understand the intricacies of the Australian real estate and financial markets.

What You'll Do: 

1. Meet clients, discover their current financial position, ascertaining where they want to be and then design a way to get them there.
2. Craft personalized wealth creation and property solutions for these clients
3. Document the advice to Metropole’s standards using the appropriate software.
4. Deliver the written advice and then follow-up with meeting/s to make sure the client understands all aspects of the advice. 
5. Client relationship management through the period of getting ready to purchase 
6. Refer new and existing clients to our panel of internal and external affiliates – finance brokers, accountants and financial planners, property management, construction, development. 
7. Transferring the relationship to the local or interstate buyers’ agents

Why You Should Join Metropole: 

• Great remuneration: competitive base plus lucrative, performance-based incentives.
• Career Growth Be mentored by industry leaders.
• Dynamic Team: Be part of a team that’s just as driven as you are, in an environment that nurtures professional and personal growth.
• A company culture that values initiative, innovation, and results
• Influence: Opportunity to feature in The Michael Yardney Podcast, and in PropertyUpdate.com.au, and make your mark as an industry expert.

How to Apply:

Are you the missing puzzle piece in our dream team?

We're on the hunt for a solutions champion to help us make property magic happen!

So please forward your resume to our Director Brett Warren –

• Please include the following information: Why you want this job and why you want to be part of the Metropole team.
• Your previous experience .
• Any qualifications you hold.