Strategic Wealth Leader

2 days ago

Sydney, New South Wales, Australia beBeeAdvisor Full time $180,000 - $250,000
Job Description

We are seeking a skilled Senior Advisor to join our wealth advisory team. As a Senior Advisor, you will play a key role in delivering high-quality advice to our clients and contributing to the growth and success of our firm.

Key Responsibilities:
  • Develop and implement comprehensive wealth management strategies for clients;
  • Maintain and build relationships with existing clients to drive growth and retention;
  • Work collaboratively with other divisions to deliver holistic solutions to clients;
  • Contribute to the development of new business opportunities and initiatives.
Required Skills & Qualifications:

To be successful in this role, you will need:

  • A strong background in finance and wealth management;
  • Excellent communication and interpersonal skills;
  • The ability to work effectively in a team environment;
  • A client-centric approach with a focus on delivering exceptional service.
Benefits:

We offer a range of benefits to support your career growth and well-being, including:

  • A fee-only, client-first model;
  • Low advisor-to-client ratios, allowing for a personalized approach;
  • Ongoing technical and soft skills training to support your career goals;
  • A clear path to partnership and equity ownership;
  • Sustained growth and professional development opportunities.
Why Join Us?

We are a dynamic and innovative firm that values expertise, passion, and collaboration. If you are a motivated and driven individual looking for a challenging and rewarding career opportunity, we encourage you to apply.

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