Financial Planning Expert

2 weeks ago

Cleveland, Queensland, Australia beBeeAdvisor Full time $120,000 - $200,000
As a Financial Solutions Advisor, you will work with clients to provide comprehensive advice and customized solutions to help them achieve their financial goals.Key Responsibilities:
  • Develops financial plans with clients incorporating brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • Recommends banking and investment strategies aligned with client financial goals and needs.
  • Triage client requests and refers them to internal service providers based on client needs and asset thresholds.
  • Mitigate and control risk as part of daily activities.
  • Identify and engage potential new clients through referrals or financial center clientele.
Required Skills and Qualifications:
  • Hold Series 7 & 66 offers can be extended with a condition that a passing score is received for the missing series within 60 days.
  • Have at least one year of experience in the investments industry including investment training and in-depth knowledge of investment products and services.
  • Have at least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Desired Skills and Qualifications:
  • Bilingual Proficiency - Spanish/English.
  • Strong computer skills with ability to multitask in a demanding environment.
  • At least three years of experience in financial services and/or a sales environment with goals met or exceeded.
Skills:
  • Account Management.
  • Advisory.
  • Client Experience Branding.
  • Customer and Client Focus.
  • Oral Communications.
  • Active Listening.
  • Attention to Detail.
  • Client Solutions Advisory.
  • Issue Management.
  • Pipeline Management.
  • Causation Analysis.
  • Client Management.
  • Policies Procedures and Guidelines.
  • Risk Management.
  • Written Communications.
Education:

High School Diploma / GED / Secondary School or equivalent.

  • Expert Financial Advisor

    2 weeks ago

    Cleveland, Queensland, Australia beBeeFinancial Full time $61,000 - $250,000

    Financial Services SpecialistAs a Financial Services Specialist, you will provide expert financial guidance and planning to individuals, helping them achieve their long-term goals. You will be responsible for building strong relationships with clients, understanding their unique needs, and creating personalized financial plans tailored to their...

  • Expert Financial Investigator

    6 days ago

    Cleveland, Queensland, Australia beBeeFinance Full time US$99,461 - US$128,329

    Accounting and Finance ExpertThe Federal Bureau of Investigation is seeking highly skilled professionals with accounting and finance backgrounds to join its ranks.About the RoleThis position offers a unique opportunity to leverage your expertise in accounting and finance to protect national security from cyber threats, terrorism, and financial...

  • Expert Financial Investigator Wanted

    2 weeks ago

    Cleveland, Queensland, Australia beBeeFinance Full time US$99,461 - US$128,329

    Financial Expert: Unleash Your PotentialThe transition from finance to a specialized role is more than a career move—it's an opportunity to upskill and become an expert in your field.You'll build on your accounting knowledge by working on cases that challenge you to think critically, adapt quickly, and collaborate with elite professionals tackling national...

  • Expert Financial Planner

    2 weeks ago

    Cleveland, Queensland, Australia beBeeFinancial Full time $61,000 - $250,000

    Start a Rewarding Career in Financial PlanningBecoming a financial advisor offers an exceptional opportunity to build a business where you can help clients achieve their goals through comprehensive financial planning.Financial ProtectionEducation FundingInvestment ServicesTrust SolutionsRetirement PlanningBusiness StrategyOur proprietary planning software...

  • Senior Financial Planning Specialist

    1 week ago

    Cleveland, Queensland, Australia beBeeInvestment Full time $95,000 - $134,000

    Comprehensive Financial ExpertiseThe role of the Financial Solutions Advisor provides in-depth guidance and customized solutions to clients, enabling them to achieve their long-term financial objectives.This position involves expanding client relationships by fostering trust and delivering tailored financial plans that cater to individual needs.Develop...

  • Career Opportunity: Financial Planning Specialist

    1 week ago

    Cleveland, Queensland, Australia beBeeFinancial Full time US$61,000 - US$250,000

    Role OverviewYou will have the opportunity to start your own business and help clients achieve their financial goals through personalized planning and investment services. As a Financial Advisor, you will be responsible for building a client base, creating holistic financial plans, and managing client relationships to support them throughout every stage of...

  • Financial Expert

    4 days ago

    Cleveland, Queensland, Australia beBeeAccountant Full time $98,765 - $123,456

    Accounting RoleThe accounting team plays a vital role in ensuring the accuracy and reliability of our financial records.We are seeking an experienced accountant to join our finance team, working closely with the Accounting Manager to maintain accurate accounting records.Key ResponsibilitiesMaintain general ledger by recording transactions, ensuring accuracy...

  • Lead Financial Planner

    2 weeks ago

    Cleveland, Queensland, Australia beBeeFinancial Full time US$61,000 - US$250,000

    Unlock Your Financial PotentialAs a seasoned financial expert, you will have the opportunity to empower clients to achieve their long-term financial goals through tailored financial planning.The role requires building strong relationships with clients, managing their complex financial situations, and growing a client base. You will work independently as a...

  • Financial Expert

    2 weeks ago

    Cleveland, Queensland, Australia beBeeAccounting Full time $91,234 - $123,456

    Job TitleWe are seeking a skilled Accounting Professional to join our team. As a Senior Accountant, you will play a key role in maintaining accurate accounting records and providing financial insights.Key ResponsibilitiesMaintain the general ledger by recording transactions and preparing journal entries.Assist in the monthly close process and prepare account...

  • Financial Solutions Expert

    2 weeks ago

    Cleveland, Queensland, Australia beBeeResponsibilities Full time US$175,000 - US$200,000

    **Investment Banking Associate Role**About the Job:An Investment Banking Associate role in real estate involves working with clients to provide financial solutions and advice on transactions. Key responsibilities include performing various tasks as assigned by management, adhering to company policies and procedures, and maintaining a professional demeanor at...