Senior Wealth Strategist

1 week ago

Ballarat, Victoria, Australia beBeeFinancial Full time $87,909 - $123,456
Key Financial Planner Role

We are seeking a dedicated and experienced Financial Adviser to join our collaborative team.

As a key member of our team, you will be responsible for:

  • Working closely with clients to understand their financial objectives;
  • Providing strategic financial planning and investment advice;
  • Achieving annual growth and revenue targets through effective business development expertise;
  • Developing long-term relationships and prospecting new opportunities;

Benefits of the Role

  • Flexible work arrangement: enjoy every second Friday off for better work-life balance;
  • Career progression with strong growth opportunities in a highly regarded team;
  • Work in a collaborative environment servicing a diverse client base across the region;

Qualifications and Skills

  • Previous experience as an Adviser with successful completion of the FASEA exam (and registration on the Adviser register) or on track to finishing;
  • Proven track record in delivering comprehensive financial advice across a wide range of client needs;
  • Exceptional relationship and stakeholder management skills;
  • A positive, proactive, and result-orientated focus;

About Our Team

  • Highly experienced team of Advisers, mentors, and Leaders working collaboratively;
  • Close-knit local team who collaborate and work together effectively;
  • Administration support provided through Client Services and paraplanning teams;

Why Choose This Opportunity?

  • Purpose-driven and inclusive work environment with a passion for creating opportunities for growth and sustainability;
  • Integrated service offering including accounting, wealth management, investment, lending, and insurance services;
  • Compressed work fortnight allowing for better work-life balance;

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