Career Opportunities in Financial Planning and Wealth Management

1 week ago


Sydney Ballarat Perth, Australia beBeeInvestment Full time $60,000 - $85,000
Job Description

As a Financial Services Professional, you will be part of a dynamic team that provides expertise in financial planning, investment advice, and wealth management.

  • Financial planning and portfolio management
  • Retirement planning, superannuation, and risk management
  • Inter-generational wealth transfer and strategic planning
  • Data accuracy and consistency, procedural advice
  • Supporting financial advisers and conducting administrative tasks
Required Skills and Qualifications
  • Currently studying towards or completed a Bachelor's degree in Business/Commerce, Accounting, Economics with a Finance major
  • Strong professional values, effective communication, and self-motivation
  • Proactive, resilient, and committed to continuous learning and development
Benefits

Join our company and take on new challenges in a supportive environment. Apply today



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