Associate, Client Engagement - Financial Services Industry - Remote

Job description

Looking for a different way to use your financial planning experience? If you have experience within a financial planning business and enjoy building trust with clients, this is an opportunity to apply your industry knowledge in a unique, client-facing role. Coastal Advisory Australia is seeking an experienced financial planning professional to manage and qualify new client enquiries and guide prospective clients through the early stage of their advice journey. This role sits at the front of our client experience — combining meaningful client conversations with sound judgement around suitability and alignment. The Role: This position sits at the intersection of client experience and commercial judgement. You will be the first point of contact for new enquiries generated through targeted marketing. Your role is to: You will not be providing personal advice or managing ongoing client portfolios. Instead, you will focus on creating a strong first impression while ensuring appropriate fit and readiness before Adviser engagement. - Engage prospective clients in structured, professional conversations - Understand their objectives and high-level financial position - Clearly explain our ad...