Strategic Advisor

4 hours ago

Perth, Western Australia beBeeFinancial Full time $80,000 - $100,000
Senior Financial Planner

Embark on a rewarding career path as a senior financial advisor where you will be responsible for providing strategic holistic advice to clients ranging from wholesale to high net worth individuals.

This role offers an opportunity to leverage your expertise and build long-term relationships with clients, while also having the support of a paraplanning and administrative team.

About the Role
  • You will be expected to provide expert financial guidance and planning services to clients, ensuring their financial goals are met and exceeded.
  • Your key focus areas will include building strong client relationships, identifying opportunities for growth and development, and staying up-to-date with industry developments and compliance frameworks.
Demonstrated Skills and Qualifications
  • Extensive experience working as a financial planner is essential, along with a strong business acumen and ability to build long-lasting relationships.
  • A tertiary degree aligned with FASEA education requirements and relevant accreditation such as ADFP or CFP is required.
  • Excellent communication and interpersonal skills are also highly valued in this role.
Benefits
  • A competitive salary package is offered, along with opportunities for professional growth and development.
  • This role provides a chance to work in an independent advice business where you can make a real difference in people's lives.
  • We encourage a positive work-life balance and offer flexible working arrangements to ensure our employees have the best possible quality of life.

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