Expert Financial Strategist

1 day ago

Melbourne, Victoria, Australia beBeeFinancial Full time $160,000 - $170,000
**Senior Financial Advisor Role**

We are seeking a seasoned financial expert to lead our team and drive the delivery of holistic advice.

  • The successful candidate will have extensive experience in managing advisory teams, providing goals-based advice, and utilizing financial modeling to inform strategies.
  • A key responsibility will be servicing an existing book of fee-for-service clients, conducting regular review meetings, and ensuring compliance with regulatory requirements.

Additionally, the ideal candidate will possess strong technical skills, excellent communication abilities, and a client-centric approach.

The role requires a process-oriented individual who can adapt to industry change and maintain efficiency.

Requirements
  • A minimum of 5 years' experience as a Senior Financial Adviser within a holistic, multidisciplinary practice.
  • FASEA compliance is essential.
  • Strong analytical and problem-solving skills, combined with exceptional interpersonal and leadership abilities.

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