Senior Financial Strategist

2 days ago

Gold Coast, Queensland, Australia beBeeFinancial Full time $125,000 - $200,000
Job Description

As a financial advisor, you will be responsible for creating comprehensive strategies for clients, focusing on superannuation and insurance.

This is an exciting opportunity to work closely with our team of expert advisors who share over 40 years of combined experience.

You will provide strategic and holistic financial advice to new clients, maintain and deliver excellent client experiences, and collaborate with internal teams.

We embrace digital technology, allowing you to focus on growing revenue and minimizing administrative tasks.

You will be a motivated individual who thrives on exceeding goals and achieving significant financial success.

You will build strong relationships with clients and your support team, while working collaboratively with a wider team and driven leaders.

The key responsibilities include:

  • Providing strategic and holistic financial advice to new clients
  • Maintaining and delivering excellent client experiences to maximize retention and referrals
  • Collaborating with internal teams to ensure recommendations are executed in a timely and accurate manner

This is a high-energy role with opportunities for long-term growth and revenue generation.

Our company provides a stable, flexible, and rewarding career path for new and existing staff alike, with full admin support, paraplanning assistance, and leads provided.

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