Expert Financial Strategist

2 weeks ago

Canberra, ACT, Australia beBeeWealth Full time $120,000 - $200,000
Strategic Wealth Advisory Role

We are seeking a seasoned Financial Adviser or Stockbroker to join our team in a key strategic advisory role. This is an exceptional opportunity for a highly motivated and experienced professional to contribute to the growth and success of our business.

The successful candidate will be responsible for delivering high-quality financial advice and guidance to clients, leveraging their expertise and knowledge to build strong relationships and drive business results. A strong network of connections and excellent communication skills are essential for this role.

Our ideal candidate will have a proven track record of success in the financial services industry, with a strong understanding of wealth management and financial planning principles. They will be well-versed in regulatory requirements and have excellent analytical and problem-solving skills.

In addition to their technical expertise, the successful candidate will possess excellent interpersonal and communication skills, with the ability to work effectively with clients, colleagues, and other stakeholders. A collaborative approach and a passion for delivering exceptional client experiences are essential for this role.

Key responsibilities include:

  • Providing comprehensive financial advice and guidance to clients
  • Building and maintaining strong relationships with clients and internal stakeholders
  • Staying up-to-date with industry trends and developments, and applying this knowledge to drive business growth and improvement

This is an exciting opportunity for a talented and ambitious individual to take their career to the next level and make a meaningful contribution to our business. If you are passionate about delivering exceptional client experiences and driving business success, we encourage you to apply.

Requirements and Qualifications

To be considered for this role, applicants must meet the following requirements and qualifications:

  • Minimum 3+ years' experience in the financial services industry
  • Current (AR) on ASIC adviser register
  • Proven track record of success in building trusted relationships with private HNW clients, families, and businesses owners
  • Excellent analytical and problem-solving skills, with the ability to communicate complex ideas effectively
  • Strong understanding of wealth management and financial planning principles, including regulatory requirements
Benefits and Perks

We offer a competitive remuneration package that reflects your experience and skills. The package includes:

  • Base salary plus monthly commission and profit share
  • Generous benefits, including employee discount, employee mentoring program, maternity leave, parental leave, professional development assistance, referral program, salary packaging, and work from home options
Next Steps

If you are interested in learning more about this exciting opportunity, please contact Simin, Managing Partner, at 0402 075 305, during or after business hours.

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