Strategic Financial Advisor

1 week ago

Canberra, ACT, Australia beBeeFinancial Full time $90,000 - $120,000
Key Roles of a Financial Strategist

As a financial strategist, you will play a pivotal role in providing high-quality financial advice to clients.

The organization is committed to supporting your career growth and development, offering flexible working arrangements and training opportunities towards advanced qualifications. The collaborative environment is ideal for those who value long-term client relationships and continuous learning.

Key Responsibilities:
  • Engage with internal teams and external institutions to gather client information required for meetings
  • Coordinate and review personal client information to prepare for client meetings
  • Take thorough meeting notes during client meetings you attend
  • Utilize financial modeling software and calculators
  • Prepare draft Statements of Advice
  • Client record keeping and database management
Essential Qualifications:
  • A strong academic record in an undergraduate degree
  • Meticulous attention to detail is a must
  • Ability to manage competing priorities is equally as important as analytical skills

We offer a competitive salary package and a modern office equipped with healthy snack options and an annual wellness rebate. We prioritize staff well-being and encourage a balance between work and social life through our active social calendar.

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