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Strategic Financial Solutions Consultant

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Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $120,000

Job Title: Strategic Financial Solutions Consultant

Job Overview:

We are seeking an experienced financial advisor to join our team. As a Strategic Financial Solutions Consultant, you will assess customers' financial situations and provide personalized advice that aligns with regulations and best practices.

Key Responsibilities:

  • Deliver high-quality, intra-fund financial advice in line with legal and regulatory frameworks.
  • Participate in ongoing professional development activities and maintain certifications and licenses required for the role.
  • Contribute to collaborative discussions and foster a positive work environment.
  • Achieve key performance metrics, including customer satisfaction, compliance, and appointment targets.
Required Skills and Qualifications:

To be successful in this role, you will need to have:

  • An Australian Financial Services (AFS) license or authorized representative status.
  • Strong interpersonal and communication skills, with the ability to explain complex financial concepts clearly to members.
  • Demonstrated ability to work collaboratively and cooperatively with a diverse range of people.
  • Continuing Professional Development (CPD) activities to ensure skills and knowledge are up-to-date, accurate and comply with regulatory requirements.
What We Offer:

We offer a career where you can make a meaningful difference in people's lives by providing expert financial advice. You will be part of a supportive team committed to professional growth and success.

Benefits:

  • A career where you belong and make a positive impact.
  • A supportive team dedicated to your professional growth and success.
  • The opportunity to provide expert financial advice and make a real difference in people's lives.