Career Advisor

7 days ago

Melville, Australia beBeeFinancial Full time $90,000 - $120,000
Job Overview

We are seeking a skilled and strategic financial advisor to fill an entry-level position with opportunities for growth.

This role offers the chance to hone skills in risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and more.

Key Responsibilities
  • Develop tailored financial plans considering clients' life stage, professional circumstances, and changing financial needs
  • Pursue training development and educational opportunities as a team member
  • Analyze cash flow, income, financial status, financial goals, monetary assets, and other financial situations to help clients define and achieve their objectives
  • Secure new clients and serve as a trusted advisor for crucial financial decisions
  • Make strategic product, plan, and investment recommendations to help clients reach their monetary goals
Qualifications
  • Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools
  • Knowledge of financial industry concepts, financial products, and the role of a financial advisor is desired
  • Valid FINRA Series 7 & 63/66 but not required
  • Bachelor's degree in finance, business administration, or alternate related analytical field is required
  • Strong communication and math skills complemented by a proven track record of building strong client relationships

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