Strategic Financial Advisor

1 week ago

NewcastleMaitland, Australia beBeeClient Full time $110,000 - $140,000
Strategic Client Advisor

We are seeking an experienced and personable client advisor to join our team.

This is a unique opportunity to work with a portfolio of valued clients, delivering personalized advice aligned to their goals. You'll be supported by a strong internal team, innovative technology, and a workplace culture that genuinely celebrates success and encourages growth.

You will manage and grow a portfolio of high-calibre clients by providing tailored, strategic financial advice. You'll build and maintain strong, trust-based relationships with clients, professional referrers, and internal stakeholders. You'll identify new business opportunities and contribute to the continued growth and direction of the business.

  • Provide high-quality, technically sound advice with a client-first mindset.
  • Build and maintain strong relationships with clients, professional referrers, and internal stakeholders.
  • Identify new business opportunities and contribute to the continued growth and direction of the business.
  • Play an active role in mentoring, coaching, and supporting the development of team members.
About the Opportunity

You'll take ownership of a portfolio of valued clients, delivering personalized advice aligned to their goals. You'll be part of a collaborative and values-led organisation, large enough to provide breadth and opportunity; small enough to ensure your contribution is visible and valued.

You'll gain access to a high-performing and supportive environment, a respected brand, and real opportunities for professional and personal development.

About You

To be successful in this role, you will bring a blend of strategic capability, strong relationship management skills and a genuine passion for supporting clients. You will have:

  • Certified Financial Planner designation and Authorised Representative status.
  • Proven ability to deliver high-quality, technically sound advice with a client-first mindset.
  • Excellent communication skills, with the ability to simplify complex strategies and build strong relationships.
  • High level of self-motivation, time management, and attention to detail.
  • Strong business acumen with a drive to identify opportunities and contribute to the firm's strategic goals.
  • Experience with financial planning software and Microsoft Office suite.

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