Executive Advisor

5 days ago

Adelaide, South Australia beBeeFinancialPlanning Full time $120,000 - $140,000

Senior Financial Planning

We are seeking a highly skilled and experienced Senior Financial Planner to join our team. This is a key role that requires the ability to provide high-quality financial advice to clients, helping them achieve their financial goals through strategic planning and investment solutions.

The ideal candidate will have a strong background in financial planning and advice, with excellent communication and interpersonal skills. They will be responsible for building strong client relationships, leading a team of junior advisers, and maintaining service excellence.

Key Responsibilities:

  • Provide tailored financial advice to a diverse range of clients, including individuals, families, and business owners.
  • Conduct in-depth client reviews, identifying financial goals, risk tolerance, and investment needs.
  • Develop and implement comprehensive financial strategies, including retirement planning, wealth management, tax planning, and estate planning.

Qualifications & Skills:

  • Bachelor's degree in finance, business, economics, or related field.
  • Certified Financial Planner (CFP), Financial Adviser Standards and Ethics Authority (FASEA), or equivalent qualification.
  • Minimum of 5–7 years of experience in financial planning or advisory roles.

Benefits:

This is an opportunity for career growth and professional development, with a competitive remuneration package and performance-based bonuses. If you're ready to make an impact and drive financial success for businesses, we'd love to hear from you.

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