Wealth Solutions Career Opportunity

2 days ago

Coffs Harbour, New South Wales, Australia beBeeFinancial Full time $100,000 - $150,000
Financial Advisor Opportunity

This role presents a unique chance for experienced financial advisors to grow their client base and deliver exceptional service to a diverse portfolio.

As a key member of our team, you will be responsible for identifying and securing new opportunities, enhancing the experience for prospective clients, and addressing unmet needs of existing clients.

The Role

This position supports the Head of Growth Development in driving new client acquisition for our Wealth advice division.

You will be responsible for:

  • Proactively engaging with existing clients to uncover financial needs, build relationships, and offer tailored wealth management solutions;
  • Collaborating with Accounting & Tax teams to uncover client needs and deliver relevant wealth strategies;
  • Driving new client acquisition through strategic prospecting, relationship-building, and leading initial discovery meetings;
  • Maintaining up-to-date knowledge of financial trends and regulatory developments to deliver relevant client strategies and strengthen our market edge;
  • Leading discovery meetings with new and existing clients to assess financial needs, identify financial gaps, and connect them with the right Wealth Management advisers and solutions;
  • Overseeing sales from initial prospecting through to closing, maintaining strong control of the pipeline;
  • Managing key client relationships during onboarding and transitions, while collaborating with Adviser teams to ensure a seamless, client-focused experience;
  • Fostering relationships with Accountants, Advisers, and specialists to identify and develop wealth opportunities;
  • Acting as a business partner to Accounting & Wealth Management teams, fostering credibility and collaboration to drive joint business growth and client engagement; AND
  • Coordinating with the Servicing Adviser team to support efficient client service and transition.
Requirements

To be successful in this role, you will require:

  • 6+ years of Financial Advice experience;
  • Demonstrated ability to grow client base via strategic pipeline oversight, referral development, and targeted acquisition efforts;
  • Background in professional services, working with Accounting, Tax, or Business Advisory functions (desirable); AND
  • Possess exceptional communication, interpersonal, and relationship-building skills.

We are seeking a talented individual who is passionate about delivering exceptional results and building long-term relationships with clients. If you have a proven track record of success in financial advisory roles, we encourage you to apply for this exciting opportunity.

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