Senior Financial Planner

2 weeks ago

Gold Coast, Queensland, Australia beBeeFinancial Full time $100,000 - $140,000

Genuine opportunity to join a top-performing team and grow your career in financial planning.

Key Responsibilities
  • Collaborate with clients to understand their financial objectives and create tailored solutions.
  • Provide strategic advice on investment, wealth management, and business development.
  • Achieve annual growth targets through proactive relationship building and revenue generation.
About the Role
  • Deliver exceptional client service, retain, and develop new relationships through professional expertise.
Requirements
  • Previous experience as an Adviser with successful completion of FASEA exam and registration on the Adviser register.
  • 3-5 years plus providing comprehensive financial planning services.
  • Exceptional relationship management skills with strong commercial acumen.
  • SMSF experience highly regarded.
  • Positive, proactive, and result-orientated focus.
About Us
  • We are a leading corporate advice business with solid infrastructure, systems, and support for our collaborative team.

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