Entry-Level Wealth Strategist

5 days ago

Melville, Australia beBeeFinancial Full time $101,000 - $161,625
Job Summary

We are seeking a strategic and definitive financial advisor to fill an entry-level position offering room for growth and a promising job outlook.

This role involves providing tailored financial plans, pursuing training development opportunities, and determining cash flow and financial status to help clients define and achieve their financial objectives.

The ideal candidate will be driven by the need to deliver excellent client service and build strong relationships with existing and prospective customers.

Key Responsibilities
  • Develop comprehensive financial plans considering clients' life stage, professional circumstances, and changing financial needs.
  • Pursue ongoing training development and educational opportunities as a coachable, organized team member.
  • Determine cash flow, income, financial status, financial goals, monetary assets, and other financial situations to help clients define and achieve their financial objectives.
  • Secure new clients to serve as a trusted advisor for crucial financial decisions.
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals.
Required Skills and Qualifications
  • Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is required.
  • A baseline knowledge of financial industry concepts, financial products, and the role of a financial advisor is desired.
  • A Bachelor's degree in finance, business administration, or an alternate related analytical field is required.
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers are essential.

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