Career Growth Opportunities as a Financial Planner

5 days ago

Brisbane, Queensland, Australia beBeeFinancial Full time $61,000 - $250,000
Financial Planning Professional Opportunity

Becoming a financial planning professional is a unique opportunity to start a business where you can help clients achieve their goals through strategic financial planning.

  • Grow your client base by making new connections, maintaining a strong referral network, and providing exceptional client service
  • Create personalized, holistic financial plans tailored to every client's distinct needs
  • Manage clients' financial plans to assist them in achieving their objectives
  • Nurture long-term relationships with clients to support them throughout life's various stages

Key Skills & Qualifications:

  • Strong communication and interpersonal skills
  • Ability to build trust and rapport with clients
  • Knowledge of financial planning principles and practices
  • Business acumen and sales skills
Training, Licensing & Designations

We are committed to your ongoing training and development throughout your career.

Required Licenses:

  • Life/Accident & Health Certifications
  • Securities Industry Essentials (SIE)
  • Series 6, 7, and 63
Compensation & Benefits

Performance-based earnings:

  • Average advisor annual earnings of $61K-$119K (based on company data)
  • Top 25% advisor annual earnings of $137K-$250K (based on company data for top quartile advisors)

Additional Income Structure:

  • Support for training and early development
  • Renewal income earned for continued client support and policy management
  • Bonus programs and expense allowances

Comprehensive Benefits Package:

  • Company-funded retirement package and pension plan
  • Competitive and comprehensive medical, vision, and dental plans
  • Life Insurance and Disability Income Insurance
  • Parental benefits at every stage of family planning

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