Senior Financial Planning Specialist

1 week ago

Perth, Western Australia beBeeFinancial Full time $75,000 - $125,000

We are seeking a detail-oriented professional to join our team as a financial advisor. The ideal candidate has excellent communication skills and a passion for developing long-term relationships with clients.

The successful applicant will work directly with clients to compile financial profiles, create customized financial plans, and provide strategic recommendations to help them achieve their financial goals.

To be considered for this role, you should have experience working with Microsoft Office, Excel, CRM systems, and other related business tools. You should also have a working knowledge of financial products, personal financial advisor responsibilities, and financial planner roles.

Valid FINRA Series 7 & 63/66 certifications are desirable but not required. A Bachelor's degree in business administration, finance, or a related field is essential.

This is an exciting opportunity for someone who is looking to break into the financial services industry and make a real difference in people's lives.

Responsibilities:
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management.
  • Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs.
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities.
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.
Qualifications:
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired.
  • Working knowledge of financial products, the financial industry, personal financial advisor responsibilities, or financial planner roles is essential.
  • Valid FINRA Series 7 & 63/66 certifications are a plus but not required.
  • Exemplary math, communication, and relationship skills to support strong customer service for current and new clients.
  • Requires a Bachelor's degree in business administration, finance, or a related field.

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