Senior Wealth Manager

6 days ago

Adelaide, South Australia beBeeFinancial Full time $80,000 - $120,000

Empowering clients with tailored financial advice is at the heart of our wealth management strategy. As a key member of our team, you will have the opportunity to partner with clients and provide high-quality financial planning solutions that encompass all aspects of wealth management.

Key Responsibilities
  • You will work closely with clients to identify their financial goals and develop tailored plans to achieve them.
  • Your primary focus will be on building strong relationships with clients and fostering loyalty by providing ongoing advice and education.
  • You will contribute to the growth of our firm by identifying and pursuing networking and referral opportunities.
  • Your role will involve managing client investment portfolios, ensuring they align with both short- and long-term objectives.
  • You will facilitate strategy meetings with clients and actively implement financial plans, maintaining clear communication throughout the process.
  • You will collaborate with accountants, legal advisors, and estate planners to deliver holistic client solutions.
  • You will lead or support client education initiatives, including presentations, workshops, and seminars.
  • You will adhere to regulatory requirements, maintaining up-to-date CPD hours and ensuring best practices in all activities.
  • You will stay informed on financial markets, tax regulations, and legislative developments impacting financial planning strategies.
About You

We are seeking a highly motivated and qualified individual who possesses:

  • A relevant degree, completed Professional Year, and registration on the Financial Advisor Register (FAR).
  • Ideal candidates will have 5+ years of experience in advisory or financial planning support.
  • Strong skills in Xplan, communication, and simplifying financial concepts for clients.
  • Exceptional organisational abilities and the capacity to manage multiple priorities.
  • A self-motivated, team-oriented approach with a passion for learning and growth.
  • A genuine desire to help clients achieve financial security and long-term success.
Why Join Us

As a valued member of our team, you will benefit from:

  • Immediate client engagement with an established portfolio to manage.
  • Tailored training, ongoing development, and one-on-one mentorship.
  • Career advancement opportunities, including a clear pathway to partnership.
  • Collaboration with a skilled and professional team across wealth management, law, and accounting.
  • A flexible, supportive work culture with a focus on balance and rewarding contributions.
  • The opportunity to make a meaningful difference to clients' lives while advancing your career.

  • Client Services Manager

    2 weeks ago

    Adelaide, South Australia Providence Wealth Full time $104,000 - $130,878 per year

    Are you looking for a private wealth client services opportunity that will allow you to leverage your experience?Providence Wealth is a privately owned group that has been providing clients with a boutique, bespoke investment offering since 2000. Servicing valued clients nationally, we have offices in Adelaide, Melbourne, and Sydney. We provide an integrated...

  • Senior Wealth Manager

    6 days ago

    Adelaide, South Australia beBeeFinancial Full time $90,000 - $110,000

    We're seeking a results-driven Financial Planner to partner with clients and provide tailored financial planning solutions.The ideal candidate will take ownership of an assigned book of clients, building strong relationships and fostering loyalty while providing ongoing advice and education.About the RolePartner with clients to deliver bespoke financial...

  • Tax Accountant And Business Advisory

    1 week ago

    Adelaide, South Australia SA Wealth Group Full time

    Overview SA Wealth Group are seeking an experienced and senior Tax Accountant and Business Advisor to join our professional staff on a full-time basis.Join an award-winning financial services team and help clients achieve their goals.About SA Wealth Group SA Wealth Group is a leading multidisciplinary financial services firm, integrating financial planning,...

  • Tax Accountant and Business Advisory

    2 weeks ago

    Adelaide, South Australia SA Wealth Group Full time $90,000 - $120,000 per year

    SA Wealth Group are seeking an experienced and senior Tax Accountant and Business Advisor to join our professional staff on a full-time basis, expanding our accounting client book and developing a portfolio of new business opportunities.Duties & responsibilities:Provide existing clients with tax, business advisory and accounting servicesAssist with tax...

  • Tax Accountant And Business Advisory

    2 weeks ago

    Adelaide, South Australia Sa Wealth Group Full time

    OverviewSA Wealth Groupare seeking an experienced and senior Tax Accountant and Business Advisor to join our professional staff on a full-time basis. Join an award-winning financial services team and help clients achieve their goals.About SA Wealth GroupSA Wealth Group is a leading multidisciplinary financial services firm, integrating financial planning,...

  • Tax Accountant And Business Advisory

    7 days ago

    Adelaide, South Australia Sa Wealth Group Full time

    OverviewSA Wealth Group are seeking an experienced and senior Tax Accountant and Business Advisor to join our professional staff on a full-time basis.Join an award-winning financial services team and help clients achieve their goals.About SA Wealth GroupSA Wealth Group is a leading multidisciplinary financial services firm, integrating financial planning,...

  • Tax Accountant and Business Advisory

    2 weeks ago

    Adelaide, South Australia SA Wealth Group Full time

    OverviewSA Wealth Group are seeking an experienced and senior Tax Accountant and Business Advisor to join our professional staff on a full-time basis. Join an award-winning financial services team and help clients achieve their goals.About SA Wealth GroupSA Wealth Group is a leading multidisciplinary financial services firm, integrating financial planning,...

  • Tax Accountant and Business Advisory

    2 weeks ago

    Adelaide, South Australia SA Wealth Group Full time

    OverviewSA Wealth Group are seeking an experienced and senior Tax Accountant and Business Advisor to join our professional staff on a full-time basis. Join an award-winning financial services team and help clients achieve their goals.About SA Wealth GroupSA Wealth Group is a leading multidisciplinary financial services firm, integrating financial planning,...

  • Driving Client Growth in Wealth Management

    2 weeks ago

    Adelaide, South Australia beBeePrivate Full time $150,000 - $200,000

    Private Banking Executive OpportunityDrive client growth and acquisition in the wealth sector by delivering a holistic banking, wealth, and service proposition to high net worth clients. Collaborate with peers across teams and segments to achieve business objectives.Key Responsibilities:Proactively identify new HNW client opportunities and develop strategic...

  • Junior Wealth Management Professional

    6 days ago

    Adelaide, South Australia beBeeWealth Full time $90,000 - $120,000

    We are seeking a detail-oriented individual to join our team in Adelaide. As a Junior Wealth Management Professional, you will be responsible for coordinating Adviser teams to successfully service clients by providing administrative support, increasing team efficiencies and meeting compliance obligations.About the RoleYou will have the opportunity to work...