Wealth Strategist

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $85,000 - $105,000

Expert Wealth Strategists Wanted

About the Role
  • We are seeking experienced and highly skilled professionals to join our team as expert wealth strategists.
Key Responsibilities
  • To provide bespoke investment advice tailored to the unique needs of high-net-worth individuals and their families.
  • Build trusted relationships with clients to ensure exceptional client experiences.
  • Oversight and preparation of advice and review documents upholding professionalism and compliance standards.
Requirements
  • FASEA requirements completion and ASIC Financial Advice Register registration in Australia.
  • A proven track record of delivering compliant financial planning strategies and investment advice.
  • Exceptional presentation skills for personal interactions and deliverables.

We love hearing from passionate professionals inspired to build a better future.

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