Entry-Level Financial Advisor Position

1 week ago

Melville, Australia beBeeFinancial Full time $83,846 - $118,839
Job Opportunity: Financial Planner

We are seeking a strategic and results-driven financial professional to fill an entry-level position that offers room for growth and career development.

The ideal candidate will be driven by the need to help clients identify and achieve their long-term financial goals through comprehensive planning services.

This role requires strong analytical and problem-solving skills, with the ability to interpret complex financial data and make informed recommendations.

Responsibilities:
  • Determine client financial situations, including cash flow, income, and financial status.
  • Maintain organized records and provide regular updates on client financial progress.
  • Analyze financial data to develop tailored financial plans that meet individual client needs.
Requirements:
  • Strong knowledge of financial industry concepts, products, and regulations.
  • Valid FINRA Series 7 & 63/66 certification is preferred.
  • Bachelor's degree in finance, business administration, or related field is required.
  • Excellent communication and interpersonal skills, with a proven track record of building strong client relationships.

  • Entry-Level Financial Advisor Position

    3 days ago

    Melville, Australia beBeeFinancial Full time $80,000 - $160,000

    Job OpportunityWe are seeking a strategic and comprehensive financial advisor to fill an entry-level position with room for growth.Our ideal candidate will be driven to help clients identify and achieve their financial objectives through various planning services, including risk management, estate planning, debt and investment management, real estate,...

  • Entry-Level Wealth Strategist

    5 days ago

    Melville, Australia beBeeFinancial Full time $101,000 - $161,625

    Job SummaryWe are seeking a strategic and definitive financial advisor to fill an entry-level position offering room for growth and a promising job outlook.This role involves providing tailored financial plans, pursuing training development opportunities, and determining cash flow and financial status to help clients define and achieve their financial...

  • Career Advisor

    7 days ago

    Melville, Australia beBeeFinancial Full time $90,000 - $120,000

    Job OverviewWe are seeking a skilled and strategic financial advisor to fill an entry-level position with opportunities for growth.This role offers the chance to hone skills in risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and more.Key ResponsibilitiesDevelop tailored financial plans...

  • Senior Financial Planning Associate

    2 weeks ago

    Melville, New York, Australia beBeeFinancialPlanning Full time $75,000 - $125,000

    Financial Advisor OpportunityWe are seeking a detail-oriented and customer-focused individual to join our financial services team.Job Description:As a successful entry-level financial advisor, you will be responsible for working directly with clients to compile comprehensive financial profiles. You will create customized financial plans based on clients'...

  • Trainee Service Advisor

    2 hours ago

    Melville, Australia Autoleague Full time

    Close to Melville Central shops - Receive fully maintained company vehicle - Entry level position with opportunities for career development **Melville Hyundai** are currently seeking customer focused **Trainee Service Advisor** for an exciting opportunity to join their vibrant Service Department! To be considered, you will excel at establishing strong...

  • CareerProspectsForFinancialAdvisors

    1 week ago

    Melville, New York, Australia beBeeFinancialAdvisor Full time $116,000

    Job OpportunityWe are seeking a skilled and ambitious financial advisor to join our team. As an entry-level professional, you will have the opportunity to drive client success by identifying and achieving financial goals through various planning services.Your primary responsibility will be to develop tailored financial plans considering clients' life stages,...

  • Senior Financial Strategist

    1 week ago

    Melville, New York, Australia beBeeFinancial Full time $75,000 - $125,000

    Job DescriptionWe are seeking a highly skilled and motivated individual to join our team as a financial advisor. As a financial advisor, you will work directly with clients to compile their financial profiles and provide sound financial advice based on their individual financial status, income, financial goals, and other factors contributing to wealth...

  • Strategic Financial Policy Advisor

    2 weeks ago

    Melville, New York, Australia beBeeFinancial Full time $90,000 - $120,000

    Role OverviewWe are seeking a skilled professional to provide policy advice at a strategic level in financial policy issues. This is an excellent opportunity to contribute to the development and implementation of policies that drive business success.The successful candidate will be responsible for analyzing complex financial data, identifying trends and...

  • Strategic Financial Advisor

    2 weeks ago

    Melville, Australia beBeeAnalysis Full time $120,000 - $170,000

    Financial Policy Analyst RoleThis position involves providing strategic guidance on financial policy matters, ensuring alignment with organisational objectives and compliance expectations.Key ResponsibilitiesContribute to the development of financial policies and procedures.Support the Corporate Finance team in managing large financial databases and...

  • Senior Financial Advisor

    2 weeks ago

    Melville, New York, Australia beBeeAccountant Full time $90,000 - $110,000

    Financial ProfessionalAbout the RoleThis position is available with a reputable organisation in the Energy & Natural Resources sector.The company offers a collaborative work environment and opportunities for career advancement.Key ResponsibilitiesPrepare and review financial statements to ensure accuracy and compliance with Australian accounting...