Wealth Management Specialist

1 day ago

Coffs Harbour, New South Wales, Australia beBeeFinancial Full time $100,000 - $140,000
Opportunity Overview

About the role, we are seeking a talented Financial Adviser to join our Wealth advice team.

This role will involve driving new client acquisition and delivering exceptional service to a diverse portfolio of clients.

Key responsibilities include proactively engaging with existing clients to uncover financial needs and building strong relationships through tailored wealth management solutions.

The Role Responsibilities
  • Engage with clients to understand their financial goals and objectives;
  • Collaborate with Accounting & Tax teams to deliver comprehensive wealth strategies;
  • Drive new client acquisition through strategic prospecting and relationship-building;
  • Develop and maintain up-to-date knowledge of financial trends and regulatory developments;
  • Lead client meetings to assess financial needs and provide tailored advice;
  • Oversee sales pipelines and manage key client relationships;
  • Collaborate with internal teams to ensure seamless client experiences;
  • Identify and develop wealth opportunities through partnerships and referrals;
  • Act as a business partner to drive joint business growth and client engagement;
  • Coordinate with internal teams to support efficient client service and transitions.

  • Rehabilitation Consultant

    2 days ago

    Coffs Harbour, New South Wales, Australia Rehab Management Full time

    Rehabilitation Consultant (Rehabilitation Counsellor or Psychologist) Join to apply for the Rehabilitation Consultant (Rehabilitation Counsellor or Psychologist) role at Rehab Management. About YouRegistration with AHPRA or ASORC Tertiary degree in Rehabilitation Counselling or Psychology (completed 5th year – Masters Degree for Psychology...

  • Medical Management Specialist

    1 day ago

    Coffs Harbour, New South Wales, Australia beBeeSpecialist Full time $262,376 - $323,777

    Job OpportunityThis is an exciting opportunity to provide specialist medical management of HIV, sexually transmitted infections and blood borne viruses within the Mid North Coast Local Health District portion of the North Coast Population and Public Health Directorate.The successful applicant will work collaboratively within a multidisciplinary team of...

  • Staff Specialist

    2 days ago

    Coffs Harbour, New South Wales, Australia NSW Health Full time

    OverviewStaff Specialist - Anatomical Pathology at Coffs Harbour Health Campus (eCred). Location: Coffs Harbour, New South Wales, Australia. Employment Type: Permanent Full Time (1.0 FTE). Position Classification: Staff Specialist. Specialty: Anatomical Pathology. Hours Per Week: 40. Requisition ID: REQ580423.ResponsibilitiesThe Staff Specialist will provide...

  • Staff Specialist

    3 weeks ago

    Coffs Harbour, New South Wales, Australia NSW Health Full time

    Employment Type: Permanent Full Time (1.0 FTE)Position Classification: Staff SpecialistSpecialty: Anatomical PathologyFacility: Coffs Harbour Health CampusHours Per Week: 40Requisition ID: REQ580423Applications for the position will be received via eCredential only. Please click here to apply.What You'll Be DoingThe Staff Specialist will provide high quality...

  • Rehabilitation Consultant – Psychologist

    5 days ago

    Coffs Harbour, New South Wales, Australia Advanced Personnel Management Full time

    Helping people be safe at work, achieve their rehabilitation goals and make the most out of life is important work.Join us to make a difference.Open to Provisional Psychologists in the 5+1 Internship programAccess to Provisional Psychologist Supervision Scheme (partially funded supervision)Freedom to structure your day, plus option to work compressed 9-day...

  • Rehabilitation Consultant

    3 weeks ago

    Coffs Harbour, New South Wales, Australia Advanced Personnel Management Full time

    Helping people be safe at work, achieve their rehabilitation goals and make the most out of life is important work. Join us to make a difference.Open to Provisional Psychologists in the 5+1 Internship programAccess to Provisional Psychologist Supervision Scheme (partially funded supervision)Freedom to structure your day, plus option to work compressed 9-day...

  • Rehabilitation Consultant – Psychologist

    6 days ago

    Coffs Harbour, New South Wales, Australia Advanced Personnel Management Full time

    Helping people be safe at work, achieve their rehabilitation goals and make the most out of life is important work. Join us to make a difference.Open to Provisional Psychologists in the 5+1 Internship programAccess to Provisional Psychologist Supervision Scheme (partially funded supervision)Freedom to structure your day, plus option to work compressed 9-day...

  • Staff Specialist

    1 day ago

    Coffs Harbour, New South Wales, Australia NSW Health Full time

    OverviewStaff Specialist - HIV & Sexual Health - Apply via eCredentialNSW Health, Coffs Harbour, New South Wales, AustraliaDetailsEmployment type: Permanent Full TimePosition Classification: Staff SpecialistRemuneration: $262,376 - $323,777Hours Per Week: 40Requisition ID: REQ595168Applications Close: 9 September 2025How to Apply via eCredentialTo apply via...

  • Expert Nursing Care Specialist

    3 days ago

    Coffs Harbour, New South Wales, Australia beBeeNursing Full time $80,000 - $100,000

    Expert Nursing Care SpecialistWe seek a skilled and dedicated nursing professional to provide high-quality care to elderly clients in their homes.As an Expert Nursing Care Specialist, you will have the opportunity to work with a well-established organization that values its nurses.You will deliver expert care, including medication management, wound and...

  • Career Rehabilitation Specialist

    5 days ago

    Coffs Harbour, New South Wales, Australia beBeeRehabilitation Full time $105,000 - $117,500

    Job DescriptionAbout YouRegistered with a professional body or regulatory authority.Possess a tertiary degree in Counselling or Psychology, completed fifth year for Masters Degree applicants.Passionate about helping individuals navigate complex rehabilitation plans.Strong stakeholder management and communication skills are essential.The RoleDeliver...