Wealth Solutions Partner
- Port Macquarie, NSW
- Permanent
- Full-time
- Proactively engage with existing client base to uncover financial needs, build relationships, and offer tailored wealth management solutions;
- Collaborate with Accounting & Tax teams to uncover client needs and deliver relevant wealth strategies;
- Drive new client acquisition through strategic prospecting, relationship-building, and leading initial discovery meetings;
- Maintain up to date knowledge of financial trends, regulatory development to deliver relevant client strategies and strengthen the company's market edge;
- Lead discovery meetings with new and existing clients to assess financial needs, identify financial gaps, and connect them with the right Wealth Management advisers and solutions;
- Oversee sales from initial prospecting through to closing, maintaining strong control of the pipeline;
- Manage key client relationships during onboarding and transitions, while collaborating with Adviser teams to ensure a seamless, client-focused experience;
- Foster relationships with Accountants, Advisers, and specialists to identify and develop wealth opportunities;
- Act as a business partner to Accounting & Wealth Management teams, fostering credibility and collaboration to drive joint business growth and client engagement; AND
- Coordinate with the Servicing Adviser team to support efficient client service and transition.
- 6+ years of Financial Advice experience;
- Demonstrated ability to grow client base via strategic pipeline oversight, referral development, and targeted acquisition efforts;
- Background in professional services, working with Accounting, Tax, or Business Advisory functions (desireable); AND
- Possess exceptional communication, interpersonal, and relationship-building skills.