Master Financial Strategist

2 days ago

Bendigo, Victoria, Australia beBeeGrowth Full time $90,000 - $120,000

Job Opportunity

A Financial Planner will be responsible for managing the advice needs of existing clients, converting prospective clients, and introducing new clients to the organisation.

Key Responsibilities

  • Sourcing, engaging, and managing client referrals and key relationships.
  • Utilising digital platforms and Advice processes to drive productivity, compliance, and client engagement.
  • Contributing to client experience improvement initiatives and coaching clients to adopt evolving technologies and processes.
  • Working collaboratively with supporting team members to build capability and ensure high levels of cross-skilling and deep technical knowledge.

Requirements

  • Compliance with regulatory requirements and completion of Adviser exam (mandatory for Authorisation).
  • Courses in Australian Tax Law and Commercial Tax.
  • Approved degree (desirable).
  • Expertise in Financial Advice, growth driver, and relationship builder with excellent client experience.

About Us

We are a leading financial wellbeing service provider helping individuals feel good about their money. We celebrate individual differences and offer flexibility, opportunity, and a supportive environment.

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