
Finance Broker (Strategist)
Infinity Group Coaching
Posted 25 days ago
We make finance fun — and we’re damn good at it.
At Infinity Group, we’re flipping the script on what it means to build wealth. Backed by visionary leadership, a legacy of industry-shaking strategies, and a team that knows how to win (and have a blast doing it), we’re here to empower Australians to achieve financial freedom — faster, smarter, and quite simply, better - Just check out our enormous list of industry awards. Now, we’re looking for a dynamic Finance Broker (known to us as Strategist) to join our Norwest team and help us redefine what’s possible.
🚀 About the Role
As a Finance Strategist at Infinity Group, you won’t be grinding through cold calls or flipping old leads, you’ll be immersed in the heart of clients’ financial journeys. Step into the role of financial strategist, coach, and champion - all in one
No cold calls or flipping old leads; just high-quality, pre-qualified leads delivered monthly
You'll guide clients through tailored debt reduction, wealth creation, and property investment strategies, with a heavy focus on real outcomes, not just paperwork.
This is a career-building opportunity where you’ll genuinely help everyday Australians take control of their money and their future.
You’ll prepare detailed strategies, run client consultations, stay on top of loan structuring and borrowing capacities, and drive real financial change for our clients.
💬 Worried about walking away from your trailing commissions?
We get it, moving can feel like a big call when you’ve built a trail book.
But here’s the reality: our Strategists earn more in half a year (or less) than great brokers make in an entire year of trailing commissions elsewhere.
Don’t stay stuck managing a shrinking trail, join a team where you can build real wealth, faster.
💥 Key Responsibilities
Prepare detailed, compliant finance strategies to meet client goals.
Deliver customised wealth creation plans, incorporating debt reduction, cash flow analysis, and property investment.
Conduct structured consultations to assess client financial goals, aspirations, and constraints.
Coordinate with brokers, accountants, conveyancers, and real estate professionals to drive client outcomes.
Ensure CRM systems are kept 100% accurate, with up-to-date borrowing capacity data.
Complete thorough loan product, lender policy, and documentation checks.
Maintain clear police and credit checks and stay accredited with industry bodies (FBAA, MFAA, lenders).
Support promotional events, client review cycles, and business development initiatives.
✅ Required Qualifications
Certificate IV in Finance & Mortgage Broking (mandatory).
(Optional) Diploma in Finance & Mortgage Broking.
FBAA/MFAA accreditation.
2–3 years of industry experience preferred but not essential if you're sharp, driven, and ready to grow.
🌟 Why Join Us?
Endless growth opportunities; we’re growing fast, and we promote from within.
Ongoing professional training.
Work alongside some of Australia’s top finance and property strategists.
A fun, high-performance culture where innovation is celebrated.
If you’re sharp, client-focused, and ready to build a meaningful career, one where we back you at every turn to make sure you win, this could be the move that changes everything!
About Infinity Group Coaching
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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