Expert Financial Advisor

3 days ago

Sydney, New South Wales, Australia beBeeWealth Full time $150,000 - $250,000

Unlock your potential as a financial advisor and shape the future of wealth advisory with a firm that values expertise. In a client-first model, you'll have space to deliver impactful advice in a top performing business where every employee has a tangible impact.


Elevate your career with low advisor-to-client ratios, giving you the opportunity to elevate client outcomes. At this company, we empower passionate people to enhance investment strategies and deliver exceptional results through collaboration with our Chief Economist.


As a senior advisor, your day might include:


  • leading and managing high net worth individual relationships
  • conducting progressive reviews and developing tailored financial strategies
  • producing complex strategy documents with support from a team of experts
  • overseeing investment analysis, portfolio construction, and management
  • advising on wealth accumulation, estate planning, tax minimisation, and asset protection
  • collaborating across divisions to project manage clients' financial lives

To succeed in this role, you should possess:


  • a degree in Commerce, Economics, or a related field
  • at least 5 years of experience in financial planning or advice
  • a passion for mentoring and developing high-performing teams
  • strong client service orientation and communication skills
  • proficiency in Word, Excel, and Xplan

What makes us an attractive place to work? We offer clear and proven career progression pathways, flexible working arrangements, free company provided Salary Continuance insurance, In-House Psychologist services, Extended Employee Assistance Programs, Bi-Monthly Colleague Lunches, and more.

  • Financial Planner

    6 days ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Mortgage Financing Expert

    3 days ago

    Sydney, New South Wales, Australia beBeeMortgage Advisor Full time $120,000 - $150,000

    Expert Mortgage Lending Specialist Wanted","Job Description:","The ideal candidate will be responsible for assisting clients with their mortgage lending needs, fostering strong relationships and overseeing the process from initial consultation until settlement.","">Key Skills and Qualifications","The successful applicant must possess at least 3-5 years of...

  • Financial Planner – Sw Sydney

    1 week ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector and a...

  • Financial Planner – SW Sydney

    2 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Expert Financial Advisor

    1 week ago

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

    Key Financial Services RoleOur organization focuses on delivering expert advice that empowers clients to make informed financial decisions.We are seeking a qualified Financial Advisor to provide tailored, long-term financial guidance to our clients.The OpportunityThis is a client-facing role where you will build trusted relationships and offer end-to-end...

  • Expert Financial Advisor

    4 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $77,400 - $105,625

    Transform Lives with Expert Financial Guidance We seek a seasoned professional to provide personalized financial advice and exceptional customer service. About the Role: As a respected financial advisor, you will serve as the primary point of contact for clients, delivering tailored solutions and fostering strong relationships. Key responsibilities include:...

  • Expert Financial Solutions Advisor

    1 week ago

    Sydney, New South Wales, Australia beBeeCustomer Full time $55,000 - $85,000

    Job DescriptionAs a Personal Banking Advisor, you will be responsible for delivering exceptional customer service and providing tailored banking solutions to our clients. You will work closely with customers to understand their financial needs and goals, and provide expert advice on banking products and services.The role involves building strong...

  • Independent Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, AustraliaWe are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in providing...

  • Independent Financial Advisor

    1 week ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, AustraliaWe are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in providing...

  • Expert SMSF Financial Advisor

    1 week ago

    Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $120,000 - $150,000

    We are seeking a highly skilled Financial Advisor to join our team. In this role, you will provide expert advice on Self-Managed Superannuation Funds (SMSFs) and tax implications.About the RoleThis is a hybrid position that requires strong analytical and problem-solving skills. You will work with clients to understand their financial goals and objectives and...