Strategic Financial Specialist

5 days ago

Melbourne, Victoria, Australia beBeeFinancialAdvisor Full time $90,000 - $120,000
Job Description

We are seeking an experienced Strategic Financial Specialist to provide high-quality, personalized financial advice to valued members.

The successful candidate will deliver intra-fund financial advice in line with legal and regulatory frameworks, assessing customers' financial situations and providing strategic superannuation advice that aligns with regulations and best practices.

This is a key role in our organization, requiring the ability to build strong relationships with customers and provide tailored advice to meet their individual needs.

Required Skills and Qualifications
  • Australian Citizen
  • Undergraduate degree or above in finance-related discipline
  • Minimum 12 month direct financial planning experience
  • Australian Financial Services (AFS) license or authorized representative status
  • Continuing Professional Development (CPD) activities
Benefits

This role offers a challenging and rewarding work environment, with opportunities for professional growth and development.

You will be working closely with our team of experts to deliver exceptional customer service and achieve business objectives.

In addition to a competitive salary, you will also have access to ongoing training and development opportunities, as well as a comprehensive benefits package.

Others

If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we would love to hear from you.

Please submit your application, including your resume and a cover letter outlining your experience and qualifications.

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