Established Financial Advisor Wanted

2 weeks ago


Queenstown, Australia beBeeFinancialAdvisor Full time 750,000 - 1,500,000
Job Opportunity

This is a challenging role for an experienced financial advisor who will be responsible for providing expert advice to clients on their long-term financial plans.

Key Requirements
  • A minimum of 12 months' experience in the financial services industry with a focus on wealth management.
  • Long-term Insurance Class of Business completion and compliance with FAIS regulations.
  • Additional qualifications such as Investments Class of Business and Regulatory Examination 5 (RE5) completion.
Essential Skills
  • Consultative Selling techniques and strategies.
  • Evaluating complex financial information and data analysis skills.
  • Identifying customer needs and providing tailored solutions.
  • Proficiency in Sales Software applications.
Education and Certification
  • A Matriculation Certificate (Matric) or equivalent qualification.
Working Conditions

This position requires regular travel, including overnight stays, and flexibility in meeting deadlines. A valid driver's license and own vehicle are essential for this role.



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