Wealth Growth Strategist

2 weeks ago

Brisbane, Queensland, Australia beBeeFinancial Full time $80,000 - $120,000
Job Overview

This senior financial role involves building and maintaining relationships with clients to help them achieve their financial goals.

The successful candidate will be responsible for managing client advice processes, working collaboratively with a team of professionals, and driving business growth through strategic planning and execution.

Key Responsibilities:
  • Client Acquisition and Relationship Management: Meet new clients, understand their needs, and develop joint account plans with our team of experts.
  • Client Advice Process Management: Screen leads, engage clients, and manage pipelines towards key performance indicators (KPIs).
  • Collaboration and Teamwork: Partner with our team of trusted advisors to position our wealth management services and drive business growth.
Benefits:
  • Competitive Salary Package: Enjoy uncapped earning potential and a comprehensive benefits package.
  • Career Advancement Opportunities: Grow your career within our expanding business and take on new challenges.
  • Supportive Team Environment: Work alongside experienced colleagues and leaders who share your passion for delivering exceptional results.
  • Flexibility and Autonomy: Shape your workday and balance work from home and office requirements.
Requirements:
  • Senior Financial Adviser Experience: A minimum of 3 years' experience in a senior financial adviser role, with a proven track record of success.
  • FASEA Exam and Registration: Hold the FASEA exam and be registered as an Adviser.
  • Professional Services Background: Previous experience working in a professional services environment is highly desirable.
  • Drive, Relationships, and Self-Motivation: Demonstrate strong relationship-building skills, self-motivation, and a drive to succeed in this challenging role.

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