Expert Financial Advisor

6 days ago


Brisbane, Queensland, Australia beBeeFinancialCapability Full time $69,340 - $91,600
Empower Financial Futures with Expert Guidance

We are seeking a skilled professional to join our team as a Financial Capability Coach. In this role, you will play a vital part in delivering high-quality financial education, coaching, and budgeting support to empower individuals to manage their finances effectively.

Key Responsibilities:
  • Conduct thorough assessments of clients' financial situations to identify areas for improvement
  • Develop and deliver tailored financial literacy programs to cater to diverse client needs
  • Create personalized case plans that consider cultural, social, and mental health factors
  • Collaborate with financial advisors and healthcare professionals to provide holistic support
  • Promote the program and build partnerships with internal and external stakeholders
  • Maintain accurate records using our client management system
  • Engage in regular supervision, team meetings, and professional development opportunities
Qualifications and Skills:
  • Certificate III in Community Services Work or higher qualification
  • Relevant financial literacy education units (e.g. CHCEDU005, CHCEDU006, CHCEDU007)
  • Current driver's license and reliable transportation
  • Experience in financial education, facilitation, or group work

You will be supported to excel in your role with opportunities for growth and development in a collaborative and client-focused environment.


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