Wealth Solutions Professional

2 weeks ago

Coffs Harbour, New South Wales, Australia beBeeFinancial Full time $120,000 - $140,000
Job Overview

This role is part of our efforts to drive growth and expansion in the Wealth advice division.

You will be responsible for identifying and securing new opportunities, enhancing the experience for prospective clients, and addressing unmet needs of existing clients.

By collaborating across Accounting & Tax and Wealth Management teams, you’ll provide tailored advice on wealth, lending, and insurance, ensuring every client receives holistic guidance.

  • 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, regulatory development to deliver relevant client strategies and strengthen the company's market edge;
  • 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; AND
  • Coordinate with the Servicing Adviser team to support efficient client service and transition.

Skill 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 (desirable); AND
  • Possess exceptional communication, interpersonal, and relationship-building skills.

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