Wealth Growth Strategist

2 weeks ago

Townsville, Queensland, Australia beBeeFinancial Full time $102,700 - $144,900

Job Overview

We are seeking a skilled Financial Adviser to join our team and contribute to the growth of our wealth advice division. In this role, you will be responsible for identifying and securing new opportunities, enhancing the experience for prospective clients, and addressing unmet needs of existing clients.

Key Responsibilities:

  • Proactively engage with existing client base to uncover financial needs, build relationships, and offer tailored wealth management solutions;
  • Drive new client acquisition through strategic prospecting, relationship-building, and leading initial discovery meetings;
  • Maintain up-to-date knowledge of financial trends, regulatory development to deliver relevant client strategies and strengthen our market edge;
  • Lead discovery meetings with new and existing clients to assess financial needs, identify financial gaps, and connect them with the right Wealth Management advisers and solutions;
  • Oversee sales from initial prospecting through to closing, maintaining strong control of the pipeline;
  • Manage key client relationships during onboarding and transitions, while collaborating with Adviser teams to ensure a seamless, client-focused experience;
  • Foster relationships with Accountants, Advisers, and specialists to identify and develop wealth opportunities;
  • Act as a business partner to Accounting & Wealth Management teams, fostering credibility and collaboration to drive joint business growth and client engagement; and
  • Coordinate with the Servicing Adviser team to support efficient client service and transition.

Required Skills & Qualifications:

  • 6+ years of Financial Advice experience;
  • Demonstrated ability to grow client base via strategic pipeline oversight, referral development, and targeted acquisition efforts;
  • Background in professional services, working with Accounting, Tax, or Business Advisory functions (desirable); and
  • Possess exceptional communication, interpersonal, and relationship-building skills.

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