Financial Planning Expert

3 days ago

Sydney, New South Wales, Australia beBeeInvestments Full time $120,000 - $150,000

We are seeking an experienced Financial Planning Expert to join our team. This is a full-time role that involves managing client relationships, providing financial planning advice, retirement planning, investments, and financial advisory services.

This position offers the opportunity to work with a highly regarded firm, delivering high-quality advice to clients and contributing to their financial well-being.

To succeed in this role, you will need strong analytical and problem-solving skills, as well as the ability to develop strong relationships with clients.

You will be responsible for:

  • Providing comprehensive financial planning advice to clients
  • Managing client portfolios and making recommendations on investment strategies
  • Working closely with clients to understand their financial goals and objectives
  • Staying up-to-date with market trends and regulatory changes

In return, you will have the opportunity to work with a talented team, develop your skills and expertise, and make a real difference in the lives of our clients.

This role requires a Bachelor's degree in Finance, Economics, Business, or a related field, as well as relevant experience in the financial planning industry.

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