Senior Investment Advisor

5 days ago

Brisbane, Queensland, Australia beBeeInvestment Full time $70,000 - $110,000
About the Role

Take on a senior financial advisory position with a portfolio of high net worth clients and scope to expand your book. Work closely with an experienced leadership team, deliver tailored investment advice, and provide genuine hands-on service across wealth management and portfolio construction.



Key Responsibilities
  • Manage a portfolio of high net worth & wholesale clients
  • Deliver bespoke investment and portfolio advice
  • Analyse balance sheets, IPOs, and fund manager reports
  • Pursue growth of client base through referrals and leads
  • Contribute to research and investment decisions within the team


Essential Skills and Qualifications
  • Degree qualified with relevant advice accreditation
  • Strong background in wealth management or stockbroking
  • Experienced in investment markets and direct equities
  • Able to construct and analyse advanced portfolios
  • Proven client relationship and advisory skills


Benefits Package
  • Opportunity for equity participation
  • Optional 9-day fortnight arrangement
  • Flexible start/finish times
  • Professional, collaborative team culture


About Us

This self-licensed wealth management firm has been established for over three decades. They specialise in investment advice with a strong focus on direct investments, supported by their own in-house research.

We operate in an open-plan office where collaboration, respect, and professionalism are core values. Our team is tight-knit, with 12 professionals working together to achieve our goals.

We value a genuine work ethic and encourage staff to contribute to the firm's long-term success. People enjoy working here because we share ideas, support each other, and maintain a professional culture.

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