High Net Worth Financial Planner

23 hours ago

Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $300,000
Expert Financial Strategist Wanted

This is an exciting opportunity to work with high net-worth clients and help them achieve their financial goals.

About the Opportunity

We are seeking an experienced expert to join our advice team. As a key member, you will be responsible for onboarding new clients and building long-term relationships with them.

The core part of this role involves working with pre-qualified clients, providing strategic financial planning, and delivering high-quality advice strategies. You will have a dedicated support team to ensure your time is spent on fulfilling, high-value work.

About the Role
  • Taking ownership of a book of 80-100 HNW clients and onboarding new clients to build new long-term relationships
  • Providing strategic financial planning, including tax reduction strategies, investing, employer share plans, superannuation, insurance, and estate planning
  • Leading your team to drive high-quality and efficient outcomes for your clients, while supporting their ongoing growth and development
Your Requirements
  • 3+ years client-facing experience within Wealth & Financial Planning (AR Qualified)
  • Technical skills needed to deal with HNW clientele, including tax planning, investments, multiple entities, and other financial planning strategies
  • Client relationship management skills to ensure the best client results in the shortest amount of time

This role offers a unique opportunity to deliver world-class experiences and financial outcomes for our clients.

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