Wealth Solutions Partner
Findex · Sydney, Sydney Region
Salary not listed · Full-Time · Posted just now
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About the job
Description The Opportunity Are you ready to step away from traditional client servicing and focus on the part of advice you enjoy most? We're looking for an experienced Financial Planner to join our Go-To-Market team as a Wealth Solutions Partner in Sydney. You will lead discovery conversations and convert warm internal leads into engaged Wealth clients, working closely with our Accounting and Wealth teams. Without the ongoing administration and compliance load of long-term client management, …
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