Established Advisor Wanted

2 weeks ago

Sydney, New South Wales, Australia beBeeWealth Full time $100,000 - $170,000
Private Wealth Specialist

A Private Wealth Specialist is a key member of a leading wealth management team. This role involves building and nurturing long-term relationships with high-net-worth individuals, retail investors, family offices, trusts, charities, and super funds.

About the Role:
  • Client Focus: Build and nurture long-term relationships with clients to deliver exceptional client service and achieve business growth.
  • Financial Flexibility: Operate as an AR or CAR to optimize after-tax outcomes.
  • Business Growth: Leverage a strong pipeline of client events, webinars, and networking opportunities to increase funds under management.
  • Competitive Rewards: Access one of the most attractive revenue share grids in the market.
  • Supportive Environment: Be part of a team that genuinely supports its advisors with autonomy, tools, and a high-performance culture.
Why Consider This Opportunity?
  • Elevate your client offering.
  • Grow your business on the right platform.
  • Be backed by a firm that values independence and excellence.

This is a performance-driven role ideal for experienced Private Wealth Specialists who have an established book of clients and are ready to take the next step in their career.

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