Personalized Wealth Strategist

4 days ago

Adelaide, South Australia beBeeInvestment Full time $120,000 - $150,000
Private Wealth Advisor Job Description

Elevate your career as a Private Wealth Advisor, where you will play a pivotal role in shaping the financial futures of high-net-worth individuals and families.

This is an exceptional opportunity to leverage your expertise in investment advice, risk management, and strategic planning to deliver bespoke solutions that meet the unique needs of our discerning clients.

We are seeking a skilled and compassionate advisor who can build trust with clients, collaborate with internal teams, and promote our services to attract new clients.

  • Skill Requirements:
  • Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia
  • A proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice
  • Exceptional presentation skills and ability to build trusted, long-term relationships with clients

In this role, you will have the autonomy to work closely with clients, develop comprehensive financial plans, and provide expert advice on investment opportunities. As a Private Wealth Advisor, you will be part of a collaborative team dedicated to delivering exceptional client experiences and driving business growth.

Key Responsibilities:
  • Delivering customized investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families
  • Building and nurturing trusted relationships with clients to ensure exceptional service and seamless experience
  • Preparing and reviewing advice documents while maintaining the highest standards of professionalism and compliance

About This Opportunity

This is a dynamic role that offers a competitive salary, bonuses, and a comprehensive benefits package. You will have the opportunity to grow your career, develop your skills, and contribute to a fast-paced and innovative work environment.

What We Offer:
  • A stimulating work environment that fosters collaboration and innovation
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A competitive salary and bonus structure that recognizes your achievements
  • A comprehensive benefits package that includes health insurance, retirement plans, and paid time off

If you are a motivated and results-driven individual with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity to become a Private Wealth Advisor.

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