Chief Financial Strategist

3 days ago

NewcastleMaitland, Australia beBeeFinancial Full time

We are seeking a seasoned Financial Advisor to develop and manage comprehensive financial strategies for clients. This role offers the flexibility to work in either our Newcastle or East Maitland offices, providing clients with personalized financial advice while benefiting from a collaborative network of accountants and tax specialists.

Key Responsibilities:
  • Financial Strategy Development: Analyze clients' unique financial circumstances to create, implement, and manage tailored plans that include investment management, retirement planning, and risk mitigation.
  • Investment and Insurance Planning: Advise on superannuation and investment strategies, including risk-adjusted portfolio management to support clients' financial growth and stability.
  • Retirement and Estate Planning: Develop solutions to secure long-term financial independence, and provide advice on insurance products to protect clients and their assets.
  • Ongoing Client Relationship Management: Foster strong, enduring relationships, conducting regular reviews and proactive adjustments to strategies based on clients' evolving goals and market trends.
  • Integrated Service Collaboration: Work closely with accounting and tax teams to ensure clients receive holistic financial support, aligning financial planning strategies with tax efficiencies and business goals.
Candidate Requirements:
  • Advanced Degree in Finance with industry qualifications such as CFP or FASEA compliance.
  • In-depth knowledge of financial products, legislative requirements, and regulatory standards within the Australian financial landscape.
  • Proven ability to develop and maintain long-term client relationships, with a commitment to ongoing client support and satisfaction.
  • Strong ethical grounding and dedication to upholding industry compliance and best practices.
Benefits of Working with Us:

We offer a competitive salary package, collaborative work culture, and the flexibility to work in either our Newcastle or East Maitland offices. Join us in creating lasting value for our clients and driving your career forward.

Application Process:

Submit your application today and take the first step towards a fulfilling career in financial advisory services.

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