Wealth Solutions Partner
Core
Lead discovery conversations and convert warm internal leads into engaged Wealth clients, partnering with Accounting and Wealth teams to deliver high-impact experiences at the start of the client journey.
Role type
Senior Financial Adviser (Wealth Solutions Partner)
Builds
Client engagement pipelines and joint account plans for Wealth Management services
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
client discovery, lead conversion, pipeline management, joint account planning, business development, relationship management
Preferred skills
experience in professional services (Accounting/Tax/Business Advisory), growth mindset
Technologies
FASEA exam, Adviser register
Responsibilities
Meet and engage with new clients to understand financial needs; manage the client advice process from lead screening to engagement; partner with Accountants and Wealth Advisers to unlock advice opportunities; develop joint account plans; connect clients with Advisers for ongoing work; utilize inbound and outbound lead programs.
Seniority
Senior, hands-on IC