Senior Wealth Strategist

2 weeks ago

Australia beBeeFinancial Full time $40,000 - $50,000
Job Opportunity

We are seeking a professional to join our team as an associate financial adviser.

The successful candidate will be responsible for providing high-quality advice and guidance to clients, working closely with our practice advisers and other team members.

Key Responsibilities:

  • Manage and build relationships with existing and new clients
  • Liaise with external service providers
  • Ensure compliance with regulatory requirements
  • Assist with advice production and implementation
  • Attend client meetings

Required Skills and Qualifications:

  • Hardworking and driven individual with excellent communication skills
  • Professional presentation, communication, and influencing skills
  • Excellent time management and technical skills
  • High-level attention to detail and superior written and verbal communication skills
  • Positive attitude and ability to work autonomously

Benefits:

- Competitive salary range: $40,000 - $50,000 per year

- Monday to Friday schedule

Other Information:

- Ability to commute/relocate to Birtinya, QLD 4575 (required)

- Work authorisation in Australia preferred

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