Retirement Wealth Strategist
2 weeks ago
The SMSF Senior Analyst role involves collaborating with management to build wealth strategies for clients in retirement, ensuring regulatory compliance.
About the TeamThe SMSF team provides advice on asset protection, business performance, accounting, taxation management, wealth protection and generational change management.
About the RoleAs a Senior Analyst within the SMSF team, you will lead financial statement preparation and tax returns, applying technical expertise for accuracy, compliance, and timely delivery.
Main Responsibilities- Preparation of SMSF compliance requirements;
- Financial Statement Preparation;
- Client Advice and Stakeholder Support;
- Liaising with External Auditors;
- Team Collaboration.
We seek candidates with related tertiary qualifications in Accounting or Finance, working towards or being CA or CPA qualified, with practical SMSF experience in professional services. The ideal candidate is action-oriented, showing initiative and taking responsibility for task completion, ensuring client expectations are met.
Benefits of Working in This RoleThis role offers opportunities for growth, collaboration, and making a significant impact on clients' financial well-being.
-
Senior Wealth Strategist
1 week ago
Melbourne, Victoria, Australia beBeeanalyst Full time $90,000 - $120,000About This Role">We are seeking an experienced Senior Analyst to join our SMSF team. As a Senior Analyst, you will play a key role in building strategies for clients to support their wealth for retirement.You will lead the preparation of SMSF financial statements and tax returns, applying technical expertise to ensure accuracy, compliance, and timely...
-
Chief Wealth Strategist
2 weeks ago
Melbourne, Victoria, Australia beBeeFinancial Full time $160,000 - $240,000Job Title: Senior Financial StrategistWe are seeking a seasoned finance professional to lead strategic initiatives within our wealth and capital markets business unit.This role will provide opportunities for dynamic professionals to drive commercial growthSupport high-profile projects, and collaborate with senior teams across the organizationKey Skills and...
-
Wealth Growth Specialist
2 weeks ago
Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $160,000About This Role:We are seeking a highly skilled Financial Strategist to join our team. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Main Responsibilities:Develop and manage high-net-worth clients' portfolios, providing personalized...
-
Senior Portfolio Strategist
2 weeks ago
Melbourne, Victoria, Australia beBeePortfolio Full time $120,000 - $180,000Job DescriptionThe Senior Portfolio Strategist is a key position in our organization, responsible for delivering tailored financial solutions and wealth management expertise to high-net-worth individuals and families.Key Responsibilities:Develop and manage portfolios of high-net-worth clients, providing personalized investment strategies and advice.Conduct...
-
Strategic Wealth Manager
2 weeks ago
Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $230,000Senior Wealth StrategistKey Responsibilities:Deliver Comprehensive Wealth Management Plans:Develop and implement customized wealth management strategies to meet the unique needs of high net worth individuals and families.Provide Financial Planning, Investment Management, Banking, and Comprehensive Advice:Work closely with clients to understand their...
-
SMSF Wealth Strategist
2 weeks ago
Melbourne, Victoria, Australia beBeeStrategist Full time $96,000 - $118,000We are a leading network of independent Australian accounting, audit and business advisory firms. Our team supports each other, learns together and fosters relationships that nurture every individual.We believe in sharing success and investing in our people and culture. When you embark on a career with us, we support your journey through:Tailored leadership...
-
Wealth Strategist
1 week ago
Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $200,000We specialize in creating bespoke investment strategies for high-net-worth individuals and their families, leveraging market-leading expertise and innovative risk management. Our focus on technological advancements streamlines compliance and operational efficiency, empowering you to build trusted client relationships and deliver exceptional wealth...
-
Senior Wealth Strategist
2 weeks ago
Melbourne, Victoria, Australia Bebeewealth Full timePrivate Wealth ManagementAs a Private Wealth Advisor, you will work closely with high net worth individuals and families to create comprehensive wealth management plans.Wealth Management enables clients to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive...
-
Retirement Modeller
2 weeks ago
Melbourne, Victoria, Australia beBeeModeller Full time $120,000 - $180,000About the RoleThis is an opportunity to join a dynamic team focused on developing retirement research, analysis, and modelling to support our Retirement Income Strategy.The role will involve building robust and sophisticated retirement modelling capabilities required to understand members' retirement outcomes. Strategic insights generated from these models...
-
Strategic Retirement Planner
1 week ago
Melbourne, Victoria, Australia beBeeFinancialPlanning Full time $70,000 - $110,000Financial Planning ExpertThe role involves reviewing and evaluating AI-generated financial plans for accuracy, compliance, and client suitability.You will calibrate investment and retirement planning models to ensure soundness and practical application, simulate and audit workflows such as asset allocation, risk profiling, estate planning, and retirement...
