Strategic Financial Guidance Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeAdviser Full time $80,000 - $150,000
Key Role

We offer expert financial guidance for a fulfilling career in retirement planning, superannuation and Centrelink advice.

This is an excellent opportunity for a relationship-driven professional who enjoys guiding clients through complex financial decisions.

Responsibilities
  • Deliver holistic financial advice across superannuation, retirement planning, investments and aged care;
  • Manage and grow a portfolio of pre-retiree and retiree clients;
  • Develop tailored financial strategies aligned with individual goals and life stages;
  • Stay informed on legislative and market changes to ensure compliant and relevant advice.
  • Collaborate with internal support staff to ensure seamless client service.
Essential Qualifications
  • 5+ years of experience as a Financial Adviser;
  • Relevant qualifications and registration on the Financial Adviser Register;
  • Experience managing a client book;
  • Strong strategic thinking and problem-solving skills;
  • Ethical, client-first mindset with excellent interpersonal and communication skills.

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