Senior Financial Advisor
17 hours ago
We are seeking a seasoned Senior Financial Advisor to provide expert advice and guidance on strategic financial planning, investment opportunities, and risk management. Your primary responsibilities will include analyzing complex financial data, developing comprehensive financial models, and crafting actionable recommendations to help clients achieve their long-term objectives.
Main Responsibilities:- Develop and implement tailored financial strategies for high net worth individuals and organizations.
- Analyze financial statements, identify trends, and provide insightful analysis to inform business decisions.
- Craft and present clear, concise financial reports to stakeholders.
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- At least 5 years of experience as a Senior Financial Advisor or in a similar role.
- Strong knowledge of financial markets, investment vehicles, and market trends.
- Experience in developing financial models, conducting forecasting, and creating presentations.
- Proficient in advanced financial software and tools.
- Excellent analytical, problem-solving, and communication skills.
- Ability to work independently and manage multiple projects simultaneously.
This is an exceptional chance to join a dynamic team of professionals dedicated to delivering outstanding results and building long-term relationships with clients.
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Senior Financial Advisor
6 days ago
Melbourne, Victoria, Australia beBeeFinancialAdvisor Full time $80,000 - $100,000Job Title: Senior Financial AdvisorThis is an exciting opportunity to join a forward-thinking firm as a Senior Financial Advisor. In this role, you will be responsible for managing complex engagements from start to finish, providing strategic support to senior team members, and collaborating with cross-functional teams to deliver high-profile projects.Manage...
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Senior Financial Advisor
18 hours ago
Melbourne, Victoria, Australia beBeeFinance Full time $104,000 - $130,878About the RoleWe are seeking a Senior Financial Advisor to join our team. In this role, you will have the opportunity to work with clients on their finance transformation journeys, streamlining finance processes and enabling effective business partnering.
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Senior Financial Advisor
23 hours ago
Melbourne, Victoria, Australia beBeeFinancial Full time $100,000 - $140,000Job OpportunityWe are seeking a seasoned accounting professional to join our team as a Senior Financial Advisor.Key Responsibilities:Manage client engagements from planning through to completion.Deliver high-quality financial outcomes and support junior staff.Advise on advanced tax matters, including Div 7A, CGT, trust streaming, and loss utilisation.Develop...
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Senior Financial Advisor
4 days ago
Melbourne, Victoria, Australia beBeeLeadership Full time $160,000 - $170,000Financial Advisory Leadership RoleAs a senior financial advisor, you will spearhead a team of financial advisors in providing holistic advice to clients.This role offers an exceptional opportunity for professional growth and leadership development.Key Responsibilities:Lead and mentor the advisory team to achieve business goalsProvide comprehensive advice and...
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Senior Financial Advisor
1 day ago
Melbourne, Victoria, Australia beBeeCounselling Full time $100,000 - $120,000Job Opportunity: We are seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our organization, you will provide expert financial guidance and support to clients.Key Responsibilities:Develop and implement effective strategies to address the complex financial needs of individuals affected by gambling harm.Pursue opportunities...
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Financial Planner
3 days ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Planner
3 days ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Senior Financial Advisor
4 days ago
Melbourne, Victoria, Australia at Full timeSenior Financial Advisor - Manager of Wealth DivisionSenior Financial Adviser - Head of Wealth Division$160K-$170K + super + bonuses (OTE $200K++)Are you a technically strong adviser who loves working with clients — without the pressure of chasing new business?Do you thrive in structured environments, leading a team, and driving client outcomes through...
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Senior Financial Advisor
15 hours ago
Melbourne, Victoria, Australia at Full timeSenior Financial Advisor - Manager of Wealth DivisionSenior Financial Adviser - Head of Wealth Division$160K-$170K + super + bonuses (OTE $200K++)Are you a technically strong adviser who loves working with clients — without the pressure of chasing new business?Do you thrive in structured environments, leading a team, and driving client outcomes through...
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Financial Adviser
3 weeks ago
Melbourne, Victoria, Australia Tribeca Financial Full time2 days ago Be among the first 25 applicantsThis range is provided by Tribeca Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$110,000.00/yr - A$143,000.00/yrDirect message the job poster from Tribeca FinancialAre you an experienced Financial Adviser looking to work with a...
