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Financial Services Advisor

2 weeks ago

Sydney, New South Wales, Australia beBeeWealthManagement Full time $80,000 - $110,000
Job Title: Financial Services Advisor

We are seeking highly motivated and driven individuals to join our team of financial services advisors in Sydney.

These roles offer excellent opportunities to build expertise in financial markets while supporting investment advisers and clients.

The key responsibilities include:

  • Assisting advisors with collecting and analyzing client information to provide sound financial advice.
  • Maintaining client portfolios by providing timely advice, reassessing financial objectives, and revising investment strategies.
  • Executing administrative tasks for clients and advisors, including market research and stock trading.
  • Liaising with operations teams for cash and stock transfers, settlements, and international trading execution.

To be considered, you should have:

  • RG146 compliance (desirable).
  • A university degree in business, commerce, or a finance-related field.
  • Strong relationship management skills and the ability to build internal and external stakeholder networks.
Key Responsibilities

The role involves working closely with top-tier clients, assisting in wealth management and financial planning support. This includes desk assistant roles and other responsibilities as needed.

Requirements

To succeed in this role, you will need:

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • A high level of organization and time management.
  • The ability to work effectively in a fast-paced environment.

We are looking for individuals who are passionate about the financial services industry and have a strong desire to learn and grow with our company. If you are a motivated and driven individual who is looking for a challenging and rewarding role, we encourage you to apply.