Senior Wealth Advisory Professional

2 weeks ago

Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $120,000 - $200,000
Job Opportunity

Elevate your career in wealth advisory by delivering impactful advice and developing tailored financial strategies.


Key Responsibilities:
  • Lead client relationships to deliver exceptional outcomes.
  • Conduct progressive client reviews and develop financial strategies.
  • Oversee investment analysis, portfolio construction, and management.
  • Advise on wealth accumulation, estate planning, tax minimisation, and asset protection.
  • Collaborate across divisions to project manage clients' financial lives.

Requirements:
  • A degree in Commerce, Economics, or a related field.
  • 5+ years of experience in financial planning or advice.
  • A passion for mentoring and developing high-performing teams.
  • Strong client service orientation and communication skills.
  • Proficiency in Word, Excel, and Xplan.

  • Senior Leader

    7 days ago

    Sydney, New South Wales, Australia beBeeLeadership Full time $150,000 - $220,000

    As a senior leader in our organisation, you will play a pivotal role in shaping the future of wealth advisory. We value your expertise and offer a collaborative environment where you can thrive.Main Responsibilities:Elevate your career by delivering holistic solutions through collaborative work with other divisions;Mentor and develop junior team members as a...

  • Senior Wealth Advisory Manager

    1 week ago

    Sydney, New South Wales, Australia beBeeBusiness Full time $120,000 - $180,000

    Key Business Development RoleWe are looking for a driven individual to lead initiatives and grow our wealth advisory business through strong business development skills, sound investment product knowledge, and a passion for building relationships.This key role involves leading growth initiatives across diversified investment strategies and product lines with...

  • Wealth Advisory Expert

    5 days ago

    Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $120,000 - $180,000

    Role OverviewWe are seeking a highly skilled Wealth Advisory Expert to shape the future of wealth advisory and elevate their career in a firm that prioritises client outcomes, professional growth, and meaningful relationships.Our fee-only, client-first model allows you to deliver truly impactful advice with low advisor-to-client ratios. You will work in an...

  • Wealth Advisory Specialist

    5 days ago

    Sydney, New South Wales, Australia beBeeNumerical Full time $50,000 - $120,000

    **Career Opportunity in Wealth Advisory**This role involves working within the financial services industry, specifically in wealth advisory. We are seeking a motivated and eager individual to join our team.The successful candidate will be responsible for:Financial Research and Benchmarking: Conduct research and analyze financial data to identify industry...

  • Senior Manager

    7 days ago

    Sydney, New South Wales, Australia beBeeExpertise Full time $115,000 - $135,000

    Family Office Leadership OpportunityDevelop strategic superannuation advice tailored to family wealth structures.Lead the growth of Family Office advisory services.Provide expertise in superannuation planning for high-net-worth families.Collaborate nationally to deliver consistent client experiences.This role offers a unique chance to shape a high-impact...

  • Business Leader, Family Wealth Advisory

    3 days ago

    Sydney, New South Wales, Australia beBeeStrategic Full time $180,000 - $250,000

    Family Office LeadWe are seeking a self-driven and career-motivated professional to lead and grow our Family Office division with a strong focus on superannuation strategy and advisory.The ideal candidate will be responsible for developing and growing our Family Office advisory services, providing strategic superannuation advice tailored to family wealth...

  • Wealth Advisory Expert

    6 days ago

    Sydney, New South Wales, Australia beBeeAdvisor Full time $1,200,000 - $1,500,000

    At our firm, we're seeking a seasoned professional to lead and manage client relationships. As a key member of our team, you will be responsible for conducting progressive client reviews and developing tailored financial strategies.About the RoleLead and manage high-net-worth clients, delivering exceptional wealth advisory services.Develop and implement...

  • Senior Wealth Strategist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeWealth Full time $150,000 - $200,000

    Drive Business Success with a Senior Advisor RoleA Senior Advisor plays a pivotal role in shaping the future of wealth advisory by providing expert guidance to clients. This position involves building and managing complex client relationships, conducting thorough reviews, and developing tailored financial strategies.As a Senior Advisor, you will be...

  • Wealth Advisory Professional

    7 days ago

    Sydney, New South Wales, Australia beBeeBanking Full time $100,000 - $180,000

    Unlock Your Potential as a Banking ExpertThis is an exciting opportunity to work with high-net-worth clients and deliver bespoke financial solutions.Develop and execute customized banking strategies that meet the unique needs of each client.Navigate complex lending and grow a portfolio of high-net-worth clients through new and existing relationships.Provide...

  • Private Wealth Advisor

    4 days ago

    Sydney, New South Wales, Australia beBeeTax Full time $120,000 - $160,000

    At the forefront of private wealth advisory services, we provide end-to-end solutions to high-net-worth families and businesses.We pride ourselves on delivering deep technical expertise, collaborative culture, and a focus on long-term client relationships.Your role will involve tax advisory, tax compliance, and family office services - including structuring,...