Establish Your Legacy as a Leading Financial Strategist

2 weeks ago

Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $150,000

About This Role

This role is a unique opportunity for an experienced professional to make a significant impact in the lives of clients.

Key Responsibilities:

  • Develop and implement comprehensive financial strategies aligned with client risk tolerance, investment objectives, and retirement goals.
  • Conduct thorough financial needs analyses and provide personalized investment recommendations based on market trends and regulations.
  • Guide clients through the process of establishing and administering self-managed super funds, ensuring compliance with all legal and regulatory requirements.
  • Prepare and present clear, concise, and easy-to-understand explanations of financial concepts and investment strategies.
  • Maintain strong working relationships with clients, providing ongoing support and proactively addressing their concerns.
  • Stay up-to-date on the latest super fund regulations, investment trends, and market developments.

Required Skills & Qualifications:

  • Holds a valid Australian Financial Services Licence and SMSF Adviser Specialisation.
  • Possesses 3+ years of experience as a Licensed Australian Financial Adviser, preferably with a focus on SMSFs.
  • Demonstrates a strong understanding of super fund regulations, investment strategies, and tax implications.
  • Has excellent communication and interpersonal skills, able to build rapport with clients of diverse backgrounds.
  • Enjoys building long-term relationships and providing exceptional customer service.
  • Is a problem-solver with a strong analytical mind and attention to detail.
  • Is highly motivated, self-directed, and able to work independently.
  • Has a passion for helping people achieve their financial goals.

About Our Company

We are a dynamic and purpose-driven organization dedicated to helping individuals achieve their financial goals. We believe in fostering a supportive community of like-minded professionals who share our vision of empowering others to succeed.

What We Offer:

  • A collaborative and inclusive work environment that encourages growth and development.
  • Ongoing training and education opportunities to enhance your skills and knowledge.
  • A competitive salary and benefits package that reflects your value to the team.
  • The chance to make a real difference in the lives of our clients and contribute to the success of our organization.

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