Wealth Creation Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $180,000 - $220,000

We are seeking a dedicated professional to fill a key role in our Wealth Advisory team.

Your New Position:
  • You will be working closely with high-performing professionals renowned for delivering client-centric advice.
  • As part of our dynamic team, you will partner with successful business owners, senior executives, and ultra-high-net-worth families to deliver sophisticated strategies that go far beyond investment advice.

Key Responsibilities:

  • Attending and contributing to client meetings (new and existing)
  • Collaborating with Senior Advisors to develop high-level, tailored advice strategies
  • Supporting Partners and Senior Advisors to conduct investment research, analysis, and portfolio management
  • Developing complex financial strategies across wealth accumulation, restructuring, estate planning, and more
  • Assisting with the preparation of review documents and implementing recommendations
  • Handling client queries and collaborating with other professionals to deliver outstanding results
What Sets Us Apart:
  • A clear, supported career pathway to becoming an Advisor
  • Full support through your Professional Year
  • A collaborative, advice-first culture — not sales-focused
  • Work with UHNW family office groups, business owners, executives, as well as asset consulting/portfolio management for institutional investors
  • A proven track record of developing high-calibre Advisors
  • Extensive in-house training in investments, tax, complex structures (Trusts, Companies, Partnerships), asset protection, and the soft skills needed to advise — without selling
  • Holistic advice that includes wealth creation, tax minimisation, superannuation (including SMSF), debt management, and asset protection strategies

We believe that success is built on strong relationships, effective communication, and a deep understanding of our clients' needs. If you share our vision and are eager to learn and grow in a supportive environment, we encourage you to apply.

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