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Wealth Advisory Professional

3 weeks ago

Coffs Harbour City Council, Australia beBeeFinancial Full time $90,000 - $120,000
Job Description

This role supports the Head of Growth Development in driving new client acquisition for the wealth advice division.

You will be responsible for identifying and securing new opportunities, enhancing the experience for prospective clients, and addressing unmet needs of existing clients.

By collaborating across accounting & tax and wealth management teams, you’ll provide tailored advice on wealth, lending, and insurance, ensuring every client receives holistic guidance.

Key Responsibilities:
  • Proactively engage with existing client base to uncover financial needs, build relationships, and offer tailored wealth management solutions;
  • Collaborate with accounting & tax teams to uncover client needs and deliver relevant wealth strategies;
  • Drive new client acquisition through strategic prospecting, relationship-building, and leading initial discovery meetings;
  • Maintain up-to-date knowledge of financial trends, regulatory developments to deliver relevant client strategies and strengthen the company's 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

The ideal candidate should have 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 is desirable. Possess exceptional communication, interpersonal, and relationship-building skills.

To succeed in this role, you should possess:

  • Financial advice expertise
  • Candidate who can grow client base
  • Background in professional services