Financial Opportunities Specialist

2 weeks ago

Canberra, ACT, Australia beBeeFinancial Full time $80,000 - $130,000

Established client portfolios and dynamic environments go hand-in-hand in this exciting role. Collaborate with a supportive team of experienced professionals to unlock the full potential of your clients' financial futures.

Unlock Your Future Potential

If you're a seasoned Financial Adviser looking for new challenges, this could be the perfect opportunity for you. With an established client portfolio at your fingertips, you'll have the chance to develop strategic financial plans, provide investment advice, and drive growth and revenue targets.

You excel in fast-paced environments, appreciate collaborative efforts, and possess a business-oriented perspective. If so, continue reading to discover more about this exciting opportunity.

Key Responsibilities:

- Develop comprehensive financial plans and provide expert investment advice
- Achieve annual growth and revenue targets through innovative strategies
- Foster strong relationships and identify new opportunities through your expertise
- Deliver exceptional solutions to meet clients' needs and exceed their expectations

Enjoy these benefits:

  • A solid client base across the region, offering flexibility and stability
  • Competitive salary, flexible work options, and a range of perks
  • Support from a large corporate advice business with established infrastructure and systems

We're seeking individuals who:

  • Have successfully completed the FASEA exam and are registered as Advisers
  • Have proven experience providing high-quality financial advice
  • Possess exceptional relationship management skills and can build strong connections with clients and stakeholders
  • Are proactive, result-driven, and have a strong commercial acumen
About Our Team:

Our highly experienced team is passionate about creating growth and sustainability opportunities in our communities. We offer integrated financial services, including wealth management, investment, lending, and insurance services for individuals and businesses.

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