Financial Wellbeing Advisor

1 week ago

Melbourne, Victoria, Australia beBeeSpecialist Full time $90,000 - $120,000
Superannuation Professional

This is an exciting opportunity to make a meaningful difference in the lives of individuals seeking guidance on their broader financial wellbeing.

We are seeking an experienced and passionate professional to provide expert advice and support to clients, guiding them towards enhanced financial literacy.

  • Engage with clients to promote personal finance solutions and services.
  • Deliver seminars and workshops to empower individuals with knowledge to enhance their financial competence.

To succeed in this role, you will need to have:

  • Experience as a financial planner or superannuation adviser and be registered & recognised as an existing adviser on the ASIC Financial Advice Register.
  • Successfully completed the FASEA exam.
  • A current drivers licence and access to a motor vehicle for travel purposes.
  • Excellent stakeholder management skills and confidence presenting in front of an audience.

Benefits include:

  • Up to 6 days paid volunteer leave, up to an additional 5 days of leave over the end of year and new year period, access your LSL after 3 years Take AL at half pay, and purchase up to 2 weeks additional leave.
  • Up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
  • Free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
  • 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.

HESTA is committed to providing a great place to work.

  • Financial Planner

    2 weeks ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection.With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...

  • Financial Advisor

    2 weeks ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $75,000 - $110,000

    Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to join our team.As a Senior Financial Advisor, you will be responsible for providing expert financial guidance and support to clients across various industries. Your primary focus will be on delivering high-quality financial solutions that meet or exceed client expectations.The...

  • Financial Planner

    1 week ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...

  • Financial Advisor Assistant

    2 weeks ago

    Melbourne, Victoria, Australia beBeeCustomerService Full time $100,000 - $110,000

    Financial Advisor AssistantWe are seeking a skilled and detail-oriented Financial Advisor Assistant to join our team. As a key liaison between clients and advisers, you will manage client records, prepare for appointments, and ensure all client requests and applications are processed efficiently.This is an excellent opportunity to work in a dynamic...

  • Health and Wellbeing Advisor

    2 weeks ago

    Melbourne, Victoria, Australia beBeeWellbeing Full time $80,000 - $120,000

    Health and Wellbeing AdvisorWe are seeking a dedicated professional to join our team as a Health and Wellbeing Advisor. In this role, you will work collaboratively with various stakeholders to promote a safe and healthy work environment.About the RoleThis is an exciting opportunity for someone who is passionate about occupational health and wellbeing to make...

  • Financial Planner

    3 weeks ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...

  • Financial Planner

    3 weeks ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...

  • Safety & Wellbeing Advisor

    1 week ago

    Melbourne, Victoria, Australia Rheem Australia Pty Ltd Full time

    **Safety & Wellbeing Advisor***:- Moorabbin Operations | Moorabbin, VIC- Closing date: 12/09/2025**About us**As a leading global manufacturer of heating, cooling and water heating equipment, we're innovating new ways to deliver a great customer experience while saving energy, water and supporting a more sustainable future. It's an exciting challenge that...

  • Strategic Financial Advisor

    2 weeks ago

    Melbourne, Victoria, Australia beBeeFinance Full time $115,000 - $135,000

    Accounting and Financial Advisor RoleParkville Youth Mental Health and Wellbeing Service (PYMHWS) is dedicated to providing mental health care to young people aged 12–25 in Melbourne's north and west, along with their families, carers, supporters and kin. The service is built on a pioneering legacy and operates at sites across Melbourne's north and west.We...

  • Financial Advisor

    7 days ago

    Melbourne, Victoria, Australia Thomas Frost Executive Full time

    OverviewA mid tier accounting practice with numerous smaller offices around regional Victoria; head office sits in Dandenong. They are seeking two financial advisors due to current advisors being at capacity. The role reports into the national Head of Advice and works with a team of advisors and associates at head office, with monthly service to some...