Property Investment Strategist
Build a $250,000+ income with no ceiling - helping Australian homeowners make smarter financial decisions!

EST Financial is expanding.

Following the success of our existing face-to-face advisory model, we are launching a dedicated Zoom Consultation Division to help more Australian homeowners access proven property and wealth strategies.

We are looking for an experienced Property Investment Strategist who is confident conducting professional online consultations, building trust quickly and helping clients make informed financial decisions.

This is an opportunity to become an early member of our new Zoom advisory team and help establish the standards, systems and client experience as this division grows.

About EST Financial

EST Financial is a boutique Australian advisory business specialising in helping homeowners improve their financial position through strategic property and wealth solutions.

Our clients seek guidance around:

- Property investment strategies

- Debt reduction strategies

- Cash flow improvement

- Tax minimisation strategies

- Long-term wealth creation

Unlike traditional businesses where clients are passed between departments, our team works collaboratively throughout the client journey - from initial consultation through to implementation and ongoing support.

About The Role

As a Property Investment Strategist , you will conduct professional Zoom consultations with qualified clients who are already engaged with our business.

These are not cold leads .

Before meeting with you, clients have:

- Responded to our marketing

- Completed an initial qualification process

- Discussed their goals and circumstances with our team

- Been assessed as suitable for a strategy conversation

Our marketing,



qualification and appointment-setting systems complete the groundwork before you meet the client, allowing you to focus on what you do best:

Building trust, educating clients and guiding them toward the right strategy for their individual circumstances.

Your responsibilities will include:

- Conducting structured Zoom consultations with qualified clients

- Understanding client goals, financial position and objectives

- Educating clients on approved property and wealth strategies

- Building strong client relationships

- Guiding clients through appropriate next steps

- Working closely with our advisory and administration teams

- Contributing to the ongoing development of our Zoom consultation model

What Makes This Opportunity Different

This is not a traditional sales role.

We focus on quality conversations and exceptional client outcomes rather than high-volume transactions.

You will be supported by:

- Consistent qualified appointment flow

- Established marketing systems

- Pre-qualified clients

- Experienced administration and advisory support

- Structured consultation processes

- A premium advisory setting

You will spend your time speaking with homeowners who have already demonstrated an interest in improving their financial position.

Who We're Looking For

This opportunity will suit an experienced professional from backgrounds such as:

- Property investment advisory

- Financial services

- Mortgage broking

- Wealth management

- Strategic consulting





- High-value consultative sales

You will bring:

- Strong communication and presentation skills

- Confidence conducting professional Zoom meetings

- The ability to explain complex concepts simply

- Strong relationship-building ability

- High emotional intelligence

- A genuine passion for educating clients

- A results-driven mindset

Experience conducting online consultations or remote advisory meetings will be highly regarded.

Income Opportunity

This is a performance-based opportunity designed for experienced professionals who want to focus on quality client conversations rather than generating their own leads.

With qualified appointments, established systems and strong internal support, the right person has the opportunity to build an income of:

$250,000+ per year, with no ceiling for high performers.

We are looking for someone who is confident in their ability to educate clients, build trust and deliver exceptional outcomes.

Location & Working Arrangement

Martin Place, Sydney CBD

Hybrid working arrangement:

- Professional Zoom consultations

- Access to premium office facilities

- Versatile working environment

- Combination of office and remote work

Why Join EST Financial?

- Work with qualified, engaged clients

- No cold prospecting

- Established lead generation systems

- Strong internal support structure

- Premium boutique advisory environment

- Opportunity to help build and shape a growing Zoom consultation division

- Significant income potential for high performers

If you are an experienced Property Investment Strategist who enjoys high-quality client conversations, educating homeowners and helping people make better financial decisions, we would love to hear from you.

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📌 Property Investment Strategist (City of Sydney)
🏢 est Financial
📍 City of Sydney