Senior Financial Advisor

2 weeks ago

Lara, Victoria, Australia beBeeFinancial Full time $120,000 - $180,000
Financial Planning Opportunity

We are seeking a qualified Financial Planner to provide holistic advice and service new and existing clients.

  • A key member of our team, you will work closely with existing staff to deliver exceptional results.

Key Responsibilities:

  1. Develop and implement comprehensive financial plans tailored to individual client needs.
  2. Collaborate with colleagues to enhance customer experience and drive business growth.

Requirements:

  • Completed Professional Year and relevant industry certifications.
  • Proven background in working as a planner, with expertise in superannuation and risk insurance.

Benefits:

  • An attractive salary package will be negotiated with the successful applicant.

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