Holistic Financial Advisor

1 week ago

Sydney, New South Wales, Australia beBeeFinancial Full time $80,000 - $120,000
Expert Financial Advisor

This role involves delivering high-quality, holistic financial advice aligned to clients' life goals.

Our team works closely with in-house professionals to streamline advice delivery and maintain compliance with Australian financial services regulations.

The ideal candidate will have relevant qualifications in Financial Planning and a proven track record of providing expert, client-first advice.

Key responsibilities include:

  • Deliver holistic financial advice aligned to clients' life goals
  • Work closely with the team to deliver streamlined advice
  • Maintain compliance with Australian financial services regulations
  • Stay current with changes in financial legislation, products, and global trends
Requirements
  • Relevant qualifications in Financial Planning
  • Proven experience as a financial advisor with a holistic, client-first approach
  • Strong understanding of Australian superannuation, investment, and insurance products
  • Excellent interpersonal and communication skills
  • A proactive mindset and a genuine desire to make a difference in clients' lives
What We Offer
  • A collaborative team culture where your ideas are valued
  • Flexible working arrangements and a strong focus on work/life balance
  • The opportunity to work in a growing international firm with a strong pipeline of high-quality clients

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