Tax Effective Accountants – Sydney CBD NSW
Financial Adviser – Tax & Wealth Management Are you an experienced financial planning professional ready to take the next step in your career? Join our dynamic team, where you'll play a pivotal role in helping clients transform their financial future through strategic tax planning and wealth management.
The Opportunity We have an exciting opportunity for an ambitious Adviser skilled in driving sales while ensuring our clients' best interests are met, to join our team in our next phase of growth.
You will engage with potential clients in discovery and strategy meetings, assessing their unique needs and identifying opportunities for tax planning and financial planning/wealth building. You'll work closely with our team to create actionable, effective strategies, establishing and nurturing relationships with clients while enhancing our firm's reputation for excellence.
You will be supported by our tax & accounting, mortgage broking and property investment divisions to help you provide true holistic strategies and really make a difference to your clients and help them achieve their goals.
Key Responsibilities Progress inbound enquiries to qualified opportunities. Conduct discovery meetings with potential clients to understand their financial goals and assess planning opportunities. Develop and present tax planning and wealth management strategies tailored to clients' needs. Act as the primary point of contact for client inquiries, providing insights and maintaining ongoing relationships. Manage the client process from initial meeting, providing the advice and collaborating with internal teams to ensure seamless execution of tax and financial strategies. Manage and maintain a client base, with regular meetings to review their plans, help progress their plans and make necessary adjustments. Research and develop tailored financial strategies across various entities, including Family Trusts, Companies, and SMSFs. Drive business growth by identifying and capitalising on new client opportunities. Benefits on Offer Enjoy a consistent supply of appointments from our Inbound and Outbound marketing initiatives and referrals. A competitive salary package with uncapped earning potential. Opportunities for career advancement within our growing business. Work with an experienced, fun and supportive team. Full Paraplanning and administration support. About you At least 5 years client-facing experience as a Financial Adviser. Have successfully completed the FASEA exam (and on the Adviser register). You hold an appropriate FASEA approved course. Have a successful track record of providing holistic financial planning services to clients. Excellent communication, interpersonal, organisational and presentation skills. Self-sufficient and open to learning, receiving feedback and following processes. Ability to analyse business opportunities and read situations well. Ability to develop compelling strategies that deliver results with a strong attention to detail. Ability to work in a fast-paced, growth-oriented environment. You must be willing to work from our office in Sydney CBD. Company Overview We are a well-established and diversified tax & wealth management firm going through a growth period and are dedicated to providing proactive, tailored strategies that help our clients maximize their wealth and minimize their tax obligations. Our collaborative approach and focus on results have positioned us as a trusted partner in helping clients achieve financial security and growth. Our clients are predominately wealth accumulator clients who are high-net-worth individuals, professionals, executives and/or business owners.
Our dynamic team provides specialist advice that our clients need including investments, superannuation, SMSFs, Trusts, retirement planning, home loans, property investment and personal risk insurance.
We have a positive and proactive work culture with very modern offices.
If you are someone who enjoys the challenge of providing high quality work, providing solutions to clients and likes to be rewarded for your hard work, we would love to have you join our team.
Visit our website and express your interest by forwarding your resume to ******. We look forward to hearing from you.
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