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Wealth Management Professional

2 weeks ago


Sydney, New South Wales, Australia beBeeFinancial Full time $120,000 - $140,000
Job Overview

A highly skilled professional is sought to lead our wealth management team and drive the future of financial planning for valued clients.

This role involves engaging with clients, building strong relationships, and collaborating with others while bringing a commercial mindset.

  • Clients are provided strategic financial planning and investment advice.
  • The professional delivers outstanding outcomes for clients while meeting agreed growth and revenue goals.
  • They develop relationships and prospect new opportunities through their strong business development expertise.

About Us: We are an integrated financial services business offering wealth management, investment, insurance, accounting, audit, and tax services.

We attract, retain, and promote people who share a sense of purpose and belonging.