Financial Advisor

Michael Page · Australia, New South Wales, Australia

Location
Australia
Job Type
Permanent
Posted
June 03, 2026

Job Description

About Our Client

Fast-growing property-led wealth business specialising in tax strategies, debt structuring, and residential property investment. The company generates strong inbound lead flow through social and digital channels and operates in a highly commercial, sales-driven environment.

Job Description

Convert warm inbound leads into new advisory clients

* Conduct Zoom/Teams strategy consultations

* Present Statements of Advice (SOAs) and wealth strategies

* Advise clients on property-led wealth creation, tax strategies, and debt structuring

* Manage high-volume client conversations and follow-ups

* Build trust and drive client conversions through strong presentation skills

* Work closely...

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