Expert Wealth Strategist

1 week ago

Gold Coast, Queensland, Australia beBeeInvestment Full time $180,000 - $220,000

We are seeking an experienced professional to join our team as a Senior Investment Advisor.

Job Description:

Empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. Our commitment to investing in technology streamlines compliance and operational efficiency, allowing you to focus on building trusted client relationships and delivering exceptional wealth solutions.

Key Responsibilities:

  • Deliver bespoke investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families.
  • Nurture trusted relationships with clients, ensuring an exceptional and seamless experience.
  • Oversee and prepare advice and review documents, maintaining the highest standards of professionalism and compliance.

In this role, you will attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote your skills and onboard new clients.

What You Offer:

  • FASEA requirements and registration on the ASIC Financial Advice Register in Australia.
  • A proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice.
  • Strong leadership skills and a collaborative mindset, with a passion for mentoring others.

This is an opportunity to mentor junior advisers, share your expertise, and foster their professional growth. You will also contribute to initiatives that drive innovation and reinforce your position as a leading investment-focused expert.

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