Job Description

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

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EST Financial is expanding.

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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.

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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.

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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.

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About EST Financial

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

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Our clients seek guidance around:

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- Property investment strategies
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- Debt reduction strategies
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- Cash flow improvement
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- Tax minimisation strategies
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- Long-term wealth creation
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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.

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About The Role

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

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These are not cold leads.

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Before meeting with you, clients have:

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- Responded to our marketing
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- Completed an initial qualification process
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- Discussed their goals and circumstances with our team
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- Been assessed as suitable for a strategy conversation
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Our marketing,



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

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

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Your responsibilities will include:

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- Conducting structured Zoom consultations with qualified clients
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- Understanding client goals, financial position and objectives
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- Educating clients on approved property and wealth strategies
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- Building strong client relationships
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- Guiding clients through appropriate next steps
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- Working closely with our advisory and administration teams
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- Contributing to the ongoing development of our Zoom consultation model
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What Makes This Opportunity Different

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This is not a traditional sales role.

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

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You will be supported by:

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- Consistent qualified appointment flow
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- Established marketing systems
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- Pre-qualified clients
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- Experienced administration and advisory support
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- Structured consultation processes
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- A premium advisory environment
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You will spend your time speaking with homeowners who have already demonstrated an interest in improving their financial position.

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Who We're Looking For

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

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- Property investment advisory
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- Financial services
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- Mortgage broking
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- Wealth management
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- Strategic consulting
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- High-value consultative sales
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You will bring:

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- Strong communication and presentation skills
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- Confidence conducting skilled Zoom meetings
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- The ability to explain complex concepts simply
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- Strong relationship-building ability
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- High emotional intelligence
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- A genuine passion for educating clients
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- A results-driven mindset
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Experience conducting online consultations or remote advisory meetings will be highly regarded.

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Income Opportunity

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

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

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

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

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Location & Working Arrangement

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Martin Place, Sydney CBD

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Hybrid working arrangement:

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- Professional Zoom consultations
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- Access to premium office facilities
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- Flexible working environment
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- Combination of office and remote work
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Why Join EST Financial?

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- Work with qualified, engaged clients
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- No cold prospecting
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- Established lead generation systems
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- Strong internal support structure
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- Premium boutique advisory environment
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- Opportunity to help build and shape a growing Zoom consultation division
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- Significant income potential for high performers
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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 (New South Wales)
🏢 est Financial
📍 New South Wales