Expert Financial Advisor

6 days ago


Brisbane, Queensland, Australia beBeeFinancial Full time $90,000 - $120,000
Senior Financial Specialist

About the Opportunity

This is a valuable chance for an experienced financial professional to join a leading organization in Brisbane. The company provides comprehensive financial services to a diverse client base.

The Ideal Candidate

We are looking for a specialist with 3+ years of experience who wants to develop their career in a dynamic business that is experiencing rapid growth.

Duties and Responsibilities

  • Manage an existing portfolio
  • Receive new client referrals and onboard new business
  • Provide expert advice on superannuation, personal insurance, and investments
  • Deliver exceptional client service
  • Adhere to all regulatory requirements
  • Collaborate with paraplanning and administrative staff

Requirements

  • Completed FASEA educational requirements
  • 3+ years of experience as a licensed financial specialist
  • Experience providing advice on superannuation, personal insurance, and investments
  • Confident handling of referrals and onboarding new clients
  • Excellent communication skills
  • Able to work in a fast-paced environment

What We Offer

Flexible compensation package based on experience.


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