Financial Services Professional

1 week ago

Sydney, New South Wales, Australia beBeeWealth Full time $60,000 - $85,000
Financial Services Advisor

We are seeking recent accounting graduates to join our team of experienced professionals in the Wealth Advisory department.

About the Role:

  • To generate client reviews and portfolio rebalances, execute investment trades, manage client correspondence, liaise with clients, and attend meetings with opportunities for personal client portfolios.

Our Work Environment:

  • A collaborative and inclusive workplace with an open-door policy and one-on-one access to Directors/Partners.
  • Clear career pathways and focused learning and development programs, including National Graduate College and CA support.
  • Diverse range of social events and activities, including firm gatherings, colleague breakfasts, and lunches.

What We Offer:

  • Salary Continuance Insurance, providing financial security.
  • National Graduate Training Conference, offering networking opportunities.
  • Financial Assistance and Study leave for CA Program, supporting continued education.
  • Improved Work Life Balance and Hybrid Work Arrangements, enhancing productivity.
  • Focus on Continued Learning & Development at all levels, promoting growth.

Your Qualifications:

  • Recent accounting graduate from an Australian University.
  • Possess a passion for Wealth Management / Financial Planning.
  • Hold high attention to detail, good listening skills, and eagerness to learn.
  • Able to work collaboratively and be client-focused.

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