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Join to apply for the Wealth Solutions Partner role at Findex2 days ago Be among the first 25 applicantsJoin to apply for the Wealth Solutions Partner role at FindexAre 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 unlocking further advice opportunities within our internal client base?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 unlocking further advice opportunities within our internal client base?If you answered yes to the above, read on!An Opportunity with a Difference!We''re seeking a dynamic individual with a background in Financial Planning whos ready to pivot into a role thats truly focused on the front end of the client journey.Unlike traditional advice roles that balance ongoing servicing, reviews, and implementation, this opportunity is centred on what many advisers enjoy most, meeting new clients, leading discovery conversations, and helping them take the first steps toward financial advice.You''ll play a critical role in converting warm internal leads into engaged Wealth clients, without the ongoing administrative and compliance load of long-term client management. Working closely with our Accounting and Wealth teams, youll collaborate to unlock opportunities and deliver seamless, high-impact experiences for our clients.What will your typical week look like?Meet and engage with new clients, understanding their financial needs and goals.Manage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIsPartner with a team of trusted Findex Accountants and Wealth AdvisersDevelop joint account plans with our Accounting team to position our Wealth Management servicesConnect clients with an Adviser for ongoing client workEnjoy a steady supply of leads from our Inbound and Outbound programsBenefits on offerA competitive salary package with uncapped earning potentialOpportunities for career advancement within our growing businessWork with an experienced, supportive team of colleagues and LeadersFlexibility to shape your workday, with options to work from home and the officeThe freedom to focus on client interactions without the administrative burdenLets talk about you!Previous experience in a growth focused Senior Financial Adviser role, having completed the FASEA exam and listed on the Adviser registerExperience in a professional services environment, working alongside Accounting, Tax or Business Advisory teams (desirable)Driven, relationship-focused, and self-motivatedPassionate about meeting new clients and helping them achieve financial successA true collaborator with exceptional relationship and stakeholder management skillsTop-notch business development skills combined with a drive for growthAbility to travel to Findex offices within the regionWhy Findex?writeyournextchapterWe''re focused onmeeting 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 anaccounting, wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.We attract, retain, andpromote people who share a sense of purpose and belonging. And wehave a passion for creating opportunities for growth and sustainability thatripple throughout our communities.Next steps?Apply now we cant 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 in which this position is based will be considered.Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment AgenciesSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesFinancial Services and AccountingReferrals increase your chances of interviewing at Findex by 2xGet notified about new Solutions Specialist jobs in Brisbane, Queensland, Australia.Embedded IoT / Edge Solutions Sales Representative, Manager and DirectorBrisbane, Queensland, Australia 1 week agoBrisbane, Queensland, Australia 1 week agoBrisbane, Queensland, Australia 1 month agoBrisbane, Queensland, Australia 1 week agoEight Mile Plains, Queensland, Australia 1 week agoBrisbane, Queensland, Australia 8 months agoBrisbane, Queensland, Australia 1 day agoSales & Mapping Representative Cardiac Ablation SolutionsBrisbane, Queensland, Australia 2 weeks agoEmbedded Linux Senior Software Engineer - OptimisationBrisbane, Queensland, Australia 2 weeks agoLinux Engineering Manager - Optimisation for Latest HardwareBrisbane, Queensland, Australia 5 months agoWere unlocking community knowledge in a new way. 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