Financial Planning Professional

22 hours ago

Sydney, New South Wales, Australia beBeeAdvisory Full time $100,000 - $150,000

Unlock your potential as a Financial Planning Professional with our Wealth Advisory team

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  • We are seeking an experienced and skilled Associate Advisor to join our team of 26, who can deliver exceptional client service and advice.
  • The successful candidate will have a strong background in financial planning and superannuation consulting, with a proven track record of developing talented individuals into high-quality Advisors.
  • Key responsibilities include attending and contributing to new and existing client meetings, assisting with the preparation of high level and complex strategic Statements of Advice, and researching and developing financial strategies across wealth accumulation, investment, balance sheet restructuring, debt management, estate planning, tax minimisation and asset protection.

Our ideal candidate will possess a degree in Commerce, Economics or similar discipline, and have at least 4 years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting.

They will also have excellent written and verbal communication skills, good lateral thinking and problem-solving skills, and strong Word, Excel and analytical skills.

As part of our team, you will enjoy flexible working arrangements, career development opportunities, access to an In-house psychologist, and a range of benefits that support your well-being and success.

So if you're looking for a challenging and rewarding role with opportunities to grow and develop your skills, we encourage you to apply

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