Leading Financial Advisor

3 days ago


Perth, Western Australia beBeeFinancial Full time $80,000 - $100,000
Strategic Financial Advisor Opportunity

This role presents a unique chance for an experienced financial advisor to make a significant impact in a successful business. The ideal candidate will have 5+ years of experience in providing holistic financial guidance and be responsible for developing strategic plans for high net worth individuals.

About the Role
  • Deliver comprehensive financial solutions to meet the complex needs of clients
  • Maintain strong relationships with existing clients and build new ones through exceptional service
  • Liaise effectively with support teams to ensure seamless execution of client strategies
Requirements
  • Extensive experience working as a financial advisor
  • Strong business acumen and ability to build strong, long-lasting relationships
  • Demonstrated understanding of compliance frameworks in the financial industry
  • Accreditation such as ADFP or CFP
  • Tertiary degree aligned with relevant education requirements
Benefits
  • A competitive remuneration package
  • The opportunity to work in an independent advisory business
  • A positive work-life balance encouraged with flexible working arrangements

As a key member of our team, you will have the opportunity to grow and develop your skills in a dynamic and supportive environment. We are committed to helping you succeed and reach your full potential.



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