Holistic Financial Strategist

3 days ago

Melbourne, Victoria, Australia beBeeAdviser Full time $110,000 - $143,000
Financial Strategy Specialist

We are seeking a skilled Financial Strategy Specialist to deliver holistic financial advice and manage client portfolios.

The ideal candidate will have expertise in superannuation, retirement planning, investments, and aged care.

  • Main Responsibilities:
  • Develop tailored financial strategies aligned with individual goals and life stages.
  • Stay informed on legislative and market changes to ensure compliant and relevant advice.
  • Collaborate with internal support staff to ensure seamless client service.

Requirements:

  • 5+ years of experience as a Financial Adviser.
  • Relevant qualifications and registration on the Financial Adviser Register.
  • Experience managing a client book.
  • Strong strategic thinking and problem-solving skills.
  • Ethical, client-first mindset with excellent interpersonal and communication skills.

Benefits:

A dynamic work environment and opportunities for growth and development.

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