Senior Financial Advisor

1 week ago

Melbourne, Victoria, Australia beBeeInvestment Full time $100,000 - $143,000

Job Title: Experienced Investment Professional

Job Description:

This is a rare opportunity to step into a client-facing role at a highly regarded wealth management firm.

The firm's model blends the depth of traditional stockbroking with the breadth of holistic financial planning and the agility of a boutique, giving exposure to every facet of financial services.

You'll work alongside senior professionals delivering tailored strategies, deepening client relationships, and building expertise.

Key Responsibilities:
  • Partner with senior advisers to deliver bespoke investment and wealth management strategies to high-net-worth clients.
  • Prepare and present portfolio reviews, investment proposals, and strategic advice documents.
  • Conduct in-depth market research and contribute to investment strategy discussions.
  • Manage and execute market orders across relevant systems.
  • Maintain accurate client records in various platforms.
  • Participate in client meetings, contributing to relationship management and advice delivery.
  • Ensure compliance with regulatory and ethical standards.
About You:
  • Proven experience in broking, funds management, or private wealth advice is essential.
  • Degree-qualified in finance, economics, commerce, or a related discipline is required.
  • Completed or currently undertaking Professional Year is mandatory.
  • RG146 compliant is necessary.
  • Strong technical skills in portfolio construction, investment analysis, and financial modelling are required.
  • Excellent communication and relationship-building skills are essential.
  • High attention to detail, initiative, and commercial acumen are necessary.
  • Proficiency in Excel; coding skills are highly regarded.
Company Information:

We're a highly regarded, privately owned wealth management firm blending the best practices from traditional stockbroking, holistic financial planning, and boutique agility.

Our model gives you exposure to every facet of financial services, working alongside senior professionals to deliver tailored strategies and deepen client relationships.

Join our team for exciting opportunities to develop your career and become a fully authorised adviser.

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