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Strategic Financial Planning Specialist

3 weeks ago

Brisbane, Queensland, Australia beBeeFinancialPlanner Full time $100,000 - $130,000
Are you seeking a new career path in financial planning?
We are looking for an individual with a background in financial planning who is ready to pivot into a role focused on client relationships.
Key Responsibilities:
  • Engage with new clients, understand their financial needs and goals
  • Manage the advice process from lead evaluation to engagement and be accountable for pipeline management
  • Partner with a team of trusted professionals to develop joint solutions

This opportunity offers a refreshing change from traditional advice roles, with a focus on building connections and providing meaningful solutions to secure financial freedom. If you thrive on collaboration and enjoy unlocking opportunities, this could be the perfect fit.

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