Strategic Wealth Advisor

6 days ago

Melbourne, Victoria, Australia beBeeWealth Full time $150,000 - $200,000
Job Description

We are seeking a seasoned professional to join our Private Wealth team as a Strategic Wealth Advisor. In this role, you will work closely with high-net-worth individuals and families to provide holistic solutions that address their complex financial needs.

About the Role

As a Strategic Wealth Advisor, you will be responsible for delivering exceptional client service, building strong relationships, and providing tailored advice on tax compliance, estate planning, and wealth preservation. You will also play a key role in identifying opportunities for growth and development, and implementing strategies to achieve our clients' long-term objectives.

Key Responsibilities
  • Develop and implement comprehensive wealth management plans for high-net-worth individuals and families;
  • Provide expert guidance on tax compliance, including preparation of tax returns and representation before the Australian Taxation Office;
  • Assist clients with estate planning, including the preparation of wills, trusts, and other estate planning documents;
  • Liaise with other professionals, such as lawyers and accountants, to ensure seamless delivery of services;
  • Stay up-to-date with changes in taxation laws and regulations, and advise clients accordingly.
Requirements

To be successful in this role, you will need to have:

  • A strong background in taxation and/or wealth management;
  • Excellent communication and interpersonal skills;
  • The ability to build strong relationships with clients and other stakeholders;
  • Strong analytical and problem-solving skills;
  • Professional certification, such as a CPA or CA.
What We Offer

In return for your expertise and dedication, we offer a competitive salary package, including:

  • A base salary plus performance-based bonuses;
  • Ongoing training and professional development opportunities;
  • A dynamic and supportive work environment;
  • The opportunity to work with a diverse range of clients and projects;
  • A flexible working arrangement, including remote work options.
Diversity and Inclusion

We are committed to creating an inclusive workplace where everyone feels valued and respected. We believe that diversity and inclusion are essential to driving innovation and excellence, and we strive to create an environment that is free from bias and prejudice.

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