Establish Long-term Client Relationships

1 day ago

Ballina, Australia beBeeFinancial Full time $120,000 - $180,000
Senior Financial Strategist

This is an exciting opportunity to join a leading provider of integrated financial advisory services.

About the Role:

  • As a Senior Financial Strategist, you will be responsible for driving new client acquisition and delivering exceptional service to a diverse portfolio of clients.
  • You will collaborate across Accounting & Tax and Wealth Management teams to provide tailored advice on wealth, lending, and insurance, ensuring every client receives holistic guidance.

Key Responsibilities:

  • Proactively engage with existing client base to uncover financial needs, build relationships, and offer tailored wealth management solutions;
  • Collaborate with Accounting & Tax teams to uncover client needs and deliver relevant wealth strategies;
  • Drive new client acquisition through strategic prospecting, relationship-building, and leading initial discovery meetings;
  • Maintain up to date knowledge of financial trends and regulatory development to deliver relevant client strategies;
  • Lead discovery meetings with new and existing clients to assess financial needs, identify financial gaps, and connect them with the right Wealth Management advisers and solutions;
  • Oversee sales from initial prospecting through to closing, maintaining strong control of the pipeline;
  • Manage key client relationships during onboarding and transitions, while collaborating with Adviser teams to ensure a seamless, client-focused experience;
  • Foster relationships with Accountants, Advisers, and specialists to identify and develop wealth opportunities;
  • Act as a business partner to Accounting & Wealth Management teams, fostering credibility and collaboration to drive joint business growth and client engagement;
  • Coordinate with the Servicing Adviser team to support efficient client service and transition.

Requirements:

  • 6+ years of Financial Advice experience;
  • Demonstrated ability to grow client base via strategic pipeline oversight, referral development, and targeted acquisition efforts;
  • Background in professional services, working with Accounting, Tax, or Business Advisory functions (desired); AND
  • Possess exceptional communication, interpersonal, and relationship-building skills.

This is a fantastic opportunity to enhance your career by joining our collaborative team of experts. If you are interested in this role, please apply.

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