Diversify Your Career as a Financial Planning Expert

1 week ago

Sydney, New South Wales, Australia beBeeCareer Full time $90,000 - $120,000

Unlock your potential in a dynamic and rewarding career with our esteemed organization. We invite highly motivated individuals to join our team of financial experts as Financial Planning Advisors. This exciting opportunity allows you to work remotely from Sydney or our Newcastle office, collaborating with top teams in the company.

As a Financial Planning Advisor, you will have the chance to grow your career and take on new challenges. You will be trained to hit the ground running in Wealth Management Services, working closely with clients to understand their financial needs and goals. Our organization is committed to making a positive impact on our clients' lives and financial wellbeing.

Job Description:

We are seeking a skilled and experienced Financial Planning Advisor who can provide expert advice and guidance to our clients. The ideal candidate will have a strong understanding of lump sum investments, offshore investments, fintech, bonds, and pension products.

  • Build and develop a portfolio of wealth management clients through consultative selling and relationship building.
  • Provide personalized advisory services to clients, utilizing a holistic approach to meet their complex financial needs.
  • Conduct in-depth reviews of clients' personal and financial situations, identifying areas for improvement and developing tailored solutions.
  • Stay informed about industry developments and regulatory requirements, ensuring compliance with all relevant legislation and standards.

Required Skills and Qualifications:

  • Graduate Diploma or Degree equivalent in Financial Planning.
  • Strong sales acumen and experience working with clients face-to-face.
  • Service-focused with excellent numerical and analytical skills.
  • Previous experience managing high net worth clients is desirable but not essential.
  • An understanding of investment products, financial markets, and economic trends is essential.

Company Benefits:

  • Competitive commission bonus structure based on performance.
  • Individual and team training to support career development.
  • Industry-leading administration and compliance systems.
  • State-of-the-art IT and CRM systems.

About Us:

Our organization is dedicated to providing exceptional service and expertise to our clients. We offer a dynamic and supportive work environment, with opportunities for career growth and professional development.

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