Senior Wealth Consultant / Financial Closer – High-Value Client Advisory (In-Office Role)

Location: St Kilda, VIC (Head Office) Industry: Financial Consulting, Wealth Management, Mortgage Advisory Role Type: Full-Time, Permanent (Mandatory In-Office)

About Landmark Investments Australia

For over 30 years, Landmark Investments Australia has been a trusted partner in financial freedom, empowering Australians to achieve their wealth goals. With a strong legacy, streamlined internal operations, and a client base of well over 10,000 active clients, we are an established leader in the SME financial sector.

Our high-touch service model is built on bespoke, in-person consultations, guiding clients to achieve ambitious outcomes like paying off mortgages in 5–7 years, acquiring multiple investment properties, and reducing tax by a minimum of 30%. We pride ourselves on the quality of our advice and the long-term relationships we build.

We are currently seeking an elite Senior Wealth Consultant—the essential Closer—to join our Head Office team in St Kilda.

The Opportunity: The Financial Closer

This is not a cold-calling or lead-generation role. You will be the crucial final link, responsible for conducting high-level, complex, and consultative sales engagements with clients who are ready to commit to their financial future.

You will be managing clients who often hold multi-million dollar portfolios (typically $5M–$10M+). Your success will be measured by your ability to navigate long sales cycles, articulate deep financial value, and confidently finalise significant client engagements.

Key Responsibilities

In-Person Consultations: Conduct detailed, face-to-face meetings at our St Kilda office, providing the high-touch, personalised service our clients expect.

Consultative Sales: Guide clients through complex financial discussions encompassing mortgage strategies, property investment, tax optimisation, and SMSF.

Develop Bespoke Strategies: Translate client goals into actionable, multi-step financial plans,



demonstrating a deep understanding of investment and tax law principles.

Closing Engagements: Confidently and professionally finalise client contracts, ensuring alignment with their long-term wealth creation objectives.

High-Volume, High-Quality Work: Manage a continuous pipeline of high-net-worth prospects, consistently delivering exceptional quality and conversion rates.

What We Are Looking For (Mandatory Criteria)

We are an extremely selective employer seeking only the most suitable and effective candidates for our unique service model.

Proven Closer Track Record: Demonstrated success in a complex, consultative sales environment, ideally within finance, wealth management, or high-value advisory services.

In-Depth Financial Acumen: Strong working knowledge of Australian mortgages, property investment strategies, and tax structuring. The ability to clearly communicate these concepts to sophisticated clients is non-negotiable.

Mandatory In-Office Commitment: Our high-net-worth client base requires consistent, in-person service and team collaboration, especially during busy periods like tax season. This role is strictly full-time and requires daily attendance at our St Kilda Head Office. Applicants seeking work-from-home or hybrid arrangements cannot be considered.

Professional Presence: Exceptional communication, rapport-building skills, and the maturity to manage clients with significant wealth and high expectations.

Why Join Landmark Investments Australia?

Stability & Legacy: Join a respected firm with a 30-year history and robust, well-established internal systems.

Quality Over Quantity: Focus on closing high-value engagements with a continuous supply of qualified leads, allowing you to be selective and effective.

Professional Environment: Work alongside a stable, efficient, and experienced team of approximately 40 employees in a dedicated, corporate office workplace.

If you are a proven financial closer ready to commit to a high-standards, in-office role managing Australia’s most discerning clients, apply today.

📌 Senior Wealth Consultant / Financial Closer – High-Value Client Advisory (St Kilda)
🏢 Caitlin's Business
📍 St Kilda