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Senior Financial Planning Advisor

2 weeks ago

Brisbane, Queensland, Australia beBeeFinancial Full time $60,000 - $80,000
Expert Financial Strategist

We're seeking a highly skilled and accomplished financial strategist to play a key role in shaping the financial futures of individuals and families.

About the Role
  • This is an opportunity to utilise your expertise in creating tailored financial solutions that deliver lasting impact and help clients achieve their goals.
  • You'll work closely with clients to understand their financial needs, create personalised strategies, and provide guidance throughout major life events.
Responsibilities
  • Design and implement comprehensive financial plans, including savings, investment, insurance, and tax strategies.
  • Develop and maintain strong relationships with clients by reviewing and adapting financial plans as their needs evolve.
  • Collaborate with clients to assess their financial goals and current financial health.
  • Create detailed reports and presentations to communicate complex financial information effectively.
  • Ongoing professional development and support to attain required certifications.
Benefits and Opportunities
  • Paid day off for your birthday.
  • Wellbeing bonuses and initiatives: mental health support, fitness memberships, and flexible work arrangements.
  • Volunteer/community engagement days.
  • Networking opportunities through industry events and professional associations.
What You'll Need
  • Advanced degree in finance, economics, or related field.
  • Proven track record of delivering successful financial results.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to adapt to changing financial landscapes and regulations.