Senior Wealth Management Advisor

2 weeks ago

Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $130,000

We are seeking a highly skilled and motivated Associate Financial Adviser to join our team. As a key member of our advisory firm, you will work closely with a lead adviser to service high-net-worth portfolios.

Key Responsibilities:
  • Provide top-notch support and technical expertise to the Principal Adviser.
  • Collaborate with the Principal Adviser in client meetings and facilitate effective communication between teams.
  • Participate in strategic discussions with the Adviser.
  • Assist in preparing comprehensive advice documents and alternative strategies.
  • Conduct thorough research on products and ensure they align with clients' needs.
Requirements:
  • Minimum 3 years of experience as a Paraplanner or CSM.
  • Strong technical knowledge and a willingness to learn and develop skills.
  • Professional and well-presented demeanor.
  • Working towards industry-recognized qualifications.
  • Excellent communication and interpersonal skills.
  • A passion for delivering exceptional client care and satisfaction.

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