Findex in Sydney is seeking a Wealth Solutions Partner to lead discovery conversations, convert warm internal leads into wealth clients, and partner with our Accounting and Wealth teams to unlock current opportunities. You will own the client advice pipeline from screening to engagement, collaborating with advisers to deliver initial advice and onboarding.
This role offers flexible work arrangements and access to an integrated client base across accounting, wealth, lending and insurance, with
#J-18808-Ljbffr
📌 Wealth Solutions Partner: High-Impact Growth & Flexible Hours (Sydney)
🏢 Accounting Times
📍 Sydney
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.