Senior Investment Strategist

2 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $180,000 - $220,000
Job Opportunity:

Seeking a high-calibre Advisor to join our dynamic Wealth Advisory team.

Your Role:
  • Attending and contributing to client meetings (new and existing)
  • Co-leading client relationships with a Senior Advisor
  • Supporting Partners and Senior Advisors to develop strategic advice frameworks
  • Conducting in-depth investment research, analysis, and portfolio management
  • Developing comprehensive financial strategies across wealth accumulation, restructuring, estate planning, and more
  • Assisting with the preparation of review documents and implementing recommendations
  • Handling client queries and collaborating with other professionals to deliver exceptional results
Why Join Us:
  • A supported career pathway to becoming an experienced Advisor
  • Comprehensive support through your Professional Year
  • A collaborative, client-centric culture — not sales-focused
  • Work with UHNW family office groups, business owners, executives, as well as asset consulting/portfolio management for institutional investors
  • A proven track record of developing high-calibre Advisors
  • Extensive in-house training in investments, tax, complex structures, asset protection, and the soft skills needed to advise effectively
  • Holistic advice that includes wealth creation, tax minimisation, superannuation (including SMSF), debt management, and asset protection strategies

  • Investment Strategist

    9 hours ago

    Sydney, New South Wales, Australia Dimensional Fund Advisors Full time

    Investment Strategist (Research Focus) page is loaded Investment Strategist (Research Focus)Apply locations Sydney time type Full time posted on Posted 15 Days Ago job requisition id 2025-8379 Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility.Most roles fit our office-first hybrid...

  • Investment Strategist

    3 days ago

    Sydney, New South Wales, Australia Dimensional Fund Advisors Full time

    Investment Strategist (Research Focus) page is loadedInvestment Strategist (Research Focus)Apply locations Sydney time type Full time posted on Posted 15 Days Ago job requisition id 2025-8379Notes to applicants:Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility.Most roles fit our office-first hybrid...

  • Investment Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Dimensional Fund Advisors Full time

    Investment Strategist (Research Focus) page is loadedInvestment Strategist (Research Focus)Apply locations Sydney time type Full time posted on Posted 15 Days Ago job requisition id 2025-8379Notes to applicants:Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid...

  • Investment Strategist

    2 weeks ago

    Sydney, New South Wales, Australia Dimensional Fund Advisors Full time

    Investment Strategist (Research Focus) page is loadedInvestment Strategist (Research Focus)Apply locations Sydney time type Full time posted on Posted 15 Days Ago job requisition id 2025-8379Notes to applicants:Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid...

  • Portfolio Investment Strategist

    1 day ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $140,000 - $180,000

    Drive strategic growth as a Portfolio Investment Strategist, leading teams to optimize investment returns and navigate market trends.Key Responsibilities:Develop comprehensive investment strategies aligned with business objectivesCollaborate with stakeholders to identify high-priority investment opportunitiesLead cross-functional teams to drive investment...

  • Senior Business Strategist

    3 days ago

    Sydney, New South Wales, Australia beBeeTax Full time $100,000 - $150,000

    Business Strategist OpportunityWe are seeking an experienced Business Strategist to join our team. In this role, you will work with clients across various industries to help shape and enhance their business strategies.Key ResponsibilitiesCollaborate with senior-level professionals to provide strategic guidance to clients.Develop and implement comprehensive...

  • Senior Financial Strategist

    3 days ago

    Sydney, New South Wales, Australia beBeeCommercial Full time $130,000 - $145,000

    Financial StrategistAs a Financial Strategist, you will play a key role in shaping the financial future of our organization. You will be responsible for driving performance and reporting, leading month-end, budgeting, forecasting, and management reporting cycles.Key Responsibilities:Drive performance & reporting: lead month-end, budgeting, forecasting, and...

  • Senior Commercial Strategist

    12 hours ago

    Sydney, New South Wales, Australia beBeeCommercial Full time US$150,000 - US$180,000

    Job Title: Senior Commercial StrategistAs a seasoned commercial strategist, you will lead cross-functional planning efforts across the Asia-Pacific region, driving business growth through strategic market analysis, retail distribution setup, and investment evaluations.Key Responsibilities:Develop and execute regional commercial strategies to achieve business...

  • Property Strategist Assistant

    3 weeks ago

    Sydney, New South Wales, Australia St Trinity Property Group Full time

    3 days ago Be among the first 25 applicantsLiviti Property is Australia's premier property investment advisory, specialising in newly built properties. We blend deep market insights with personalised service to secure our clients the best launch-phase opportunities and long-term growth.About LivitiLiviti Property is Australia's premier property investment...

  • Property Strategist Assistant

    3 weeks ago

    Sydney, New South Wales, Australia St Trinity Property Group Full time

    3 days ago Be among the first 25 applicantsLiviti Property is Australia's premier property investment advisory, specialising in newly built properties. We blend deep market insights with personalised service to secure our clients the best launch-phase opportunities and long-term growth.About LivitiLiviti Property is Australia's premier property investment...