Fiduciary Wealth Strategist

3 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $150,000

Discover a fulfilling career as an Independent Financial Advisor with our esteemed wealth management firm in Sydney, Australia.

We are seeking an experienced and qualified professional to join our team as an Independent Financial Advisor. This role presents a unique opportunity for a motivated individual to provide expert financial guidance to clients, helping them achieve their long-term goals and secure their financial futures.

To be successful in this position, you will need:

  • A minimum of 5 years' experience as a Financial Advisor in the wealth management industry.
  • Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  • A transferable client base and AUM.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • The ability to work independently and collaboratively within a team environment.

Your responsibilities will include:

  • Cultivating and maintaining strong relationships with clients, delivering expert financial advice and guidance.
  • Conducting thorough assessments of clients' current financial situations and future goals.
  • Developing and executing personalized financial plans for clients, encompassing investment, retirement, and tax planning strategies.

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