Job Description
Property Investment Strategist
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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 Prospect 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 professional 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