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Career Leader: Financial Planning

2 weeks ago

Brisbane, Queensland, Australia beBeeFinancial Full time $90,000 - $120,000

Opportunity Overview

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We are seeking a skilled Financial Planner to lead our client portfolio in Townsville, Queensland.

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This role offers a career opportunity within an elite firm that values ambition and innovation.

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About the Role

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  • Deliver comprehensive financial planning services, including investments, superannuation, and estate planning.
  • Service an existing portfolio of clients while driving new business opportunities.
  • Collaborate with stockbrokers and accountants to deliver holistic solutions.
  • BUILD strong professional networks with accountants, lawyers, and industry partners.
  • Maintain compliance with regulatory standards.
  • Utilize market-leading financial planning platforms.
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Key Responsibilities

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  • Build and maintain relationships with high-net-worth clients.
  • Develop innovative solutions to meet client needs.
  • Communicate effectively with clients and stakeholders.
  • Stay up-to-date with industry developments and best practices.
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What We Offer

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  • A well-established client base with immediate access to high-net-worth clients.
  • Clear career progression pathways to senior roles.
  • An attractive remuneration package and performance-based bonuses.
  • A collaborative team environment with global resources.
  • The opportunity to join during an exciting phase of growth.