Senior Wealth Strategist

1 week ago

Newcastle, New South Wales, Australia beBeeFinancialPlanning Full time $120,000 - $140,000

At the forefront of strategic financial planning lies a pivotal opportunity to spearhead personalized wealth creation, retirement planning, and investment management. This dynamic role demands a seasoned Financial Planner with an unwavering commitment to crafting bespoke financial solutions that empower clients to navigate the complexities of the financial landscape.

**Key Responsibilities:**

  • Strategic Financial Planning: Conduct in-depth analyses of clients' unique financial circumstances to develop, implement, and manage comprehensive plans that encompass risk mitigation, investment management, and retirement planning.
  • Investment and Retirement Strategies: Provide expert guidance on superannuation and investment strategies, including risk-adjusted portfolio management to foster long-term financial stability and growth.
  • Insurance and Risk Mitigation: Develop tailored insurance solutions to safeguard clients' assets and ensure their long-term financial independence.
  • Client Relationship Management: Foster enduring relationships through regular reviews and proactive adjustments to strategies based on clients' evolving goals and market trends.
  • Integrated Service Collaboration: Seamlessly collaborate with accounting and tax teams to deliver holistic financial support, aligning financial planning strategies with tax efficiencies and business objectives.

**Requirements:**

  • A degree in Financial Planning with industry qualifications such as CFP or FASEA compliance.
  • In-depth knowledge of financial products, legislative requirements, and regulatory standards within the Australian financial landscape.
  • Proven ability to develop and maintain long-term client relationships, with a commitment to ongoing client support and satisfaction.

**Benefits of Working with Our Organization:**

We offer a competitive salary package, collaborative work culture, and the flexibility to work in either our Newcastle or East Maitland offices.

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