Career Opportunity in Financial Planning

3 days ago

Melbourne, Victoria, Australia beBeeFinancial Full time $110,000 - $143,000
Financial Advisor

About the Role

  • Build rapport with new clients through introductions from marketing and senior advisors.
  • Lead client discovery and strategy appointments to understand goals and design tailored financial plans.
  • Maintain relationships with existing clients through coaching engagements and annual planning meetings.
  • Provide strategic advice and sign off on high-level client strategies.
  • Mentor emerging talent in a supportive, growth-focused environment.

A qualified financial advisor with industry certifications (e.g. FASEA compliance) is required for this role. The ideal candidate will have strong communication skills, be able to deliver both strategic and technical financial advice, and possess a natural ability to mentor others.

Our Culture

We value diversity, inclusion, and collaboration. Our team of high performers are united by a shared mission to deliver exceptional client experiences. We encourage continuous learning and professional growth in a supportive and stimulating work environment.

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