Job Description
Are you ready to join one of the Northern Beaches’ fastest-growing businesses?
We will offer the successful candidate one of the most exciting & rewarding career opportunities as a Finance Strategist.
What are we looking for?
- Are you a half glass full type of person?
- Do you go above and beyond to create a memorable experience for your clients?
- Are you self-motivated, always wanting more from your working life?
- Is your attention to detail something that you are proud of?
- Are you driven to achieve targets?
… tick a few boxes? Well then, we’d love to hear from you!
You will have access to a comprehensive suite of support including:
Qualified appointments - Booked exclusively for you!
The best technology & tools available in the marketplace so you can spend less time with paperwork and more time with your clients.
A close-knit and dedicated team that is collaborative and will help you grow as your pipeline grows.
Uncapped commission structure & competitive salary package - Customized for the right candidate.
Work from home - Flexibility to work from home anywhere in Australia, or you can choose to work from our office in the Northern Beaches (NSW).
Your Mission when you choose to accept
Reporting directly to the Head of Finance some of your responsibilities will include:
- DISCOVERY - Conduct discovery calls with prospective clients
- RESEARCH - Investigate and test suitable solutions that are in the best interest of the client
- STRATEGY - Develop strategies that will build wealth for the client
- DELIVERY - Deliver written advantageous strategies for the clients’ financial benefit.
OK, on to you
To join our team, the successful candidate must have:
- Minimum 1 Year experience in a similar finance role
- Diploma in Finance or Mortgage Broking (or willingness to obtain the qualification)
- Excellent attention to detail & problem-solving abilities
Remuneration
- Base salary
- Share of commission
- Mobile Phone
- Laptop supplied
What are the next steps?
- We would love to have a look at your CV.
- Our executive team will review all of the candidates to ensure suitability.
- Tell us anything about you that you think we should know that's not on your CV.
Please send your CV to [email protected]. We can’t wait to see your application.
We have helped thousands of Australians not just get their foot on the property ladder, but create a finance strategy that allows them to realise their property portfolio goals - all while growing and scaling their business and improving their cash flow.
We work with business owners and property investors to help them create prosperity through property and leverage little-known strategies that have helped many of our clients join the 1% of Australians who own multiple properties.
Many of our clients have scaled their businesses to multiple 7 figures, paid off huge debts to the ATO, purchased their dream home, accumulated multi-property portfolios, set their business up to allow them to work 4 days a week and 44 weeks a year, created inter-generational wealth plans and sorted out the boring stuff like insurance and estate planning too.
With over 1,000 successful clients who have built over $1.2 billion in combined wealth, imagine what we could do for you?