Strategic Financial Advisor

1 week ago

Sydney, New South Wales, Australia beBeeAdviser Full time $180,000 - $220,000
Job Overview

Wealth advisory professionals can unlock their potential with a firm prioritizing client outcomes, professional growth, and meaningful relationships.


This senior role shapes the future of wealth advisory through a fee-only, client-first model and low advisor-to-client ratios, enabling impactful advice delivery.


Key Responsibilities
  • Exceptional client service is delivered through leading and managing client relationships.
  • Tailored financial strategies are developed following progressive client reviews.
  • Investment analysis, portfolio construction, and management are overseen to achieve optimal results.
  • Advice on wealth accumulation, estate planning, tax minimization, and asset protection is provided.

Requirements
  • A minimum of 5 years' experience in financial planning or advice is required.
  • Leadership skills and a passion for mentoring high-performing teams are essential.
  • Strong communication and client service skills are necessary to excel in this role.
  • Proficiency in Microsoft Office and Xplan is expected.

About Our Firm

Our company provides expert Chartered Accountants and business advisors with over 140 partners and 1,100 professional staff across 10 offices in Australia and New Zealand.

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