Expert Financial Advisor

5 days ago


Melbourne, Victoria, Australia beBeeFinancial Full time $140,000 - $180,000

Financial Expert Wanted

We are seeking a highly skilled financial expert to join our team. This role will involve working closely with high-net-worth individuals and families, providing expert financial guidance and advice.

Key Responsibilities:

  • Management reporting and accounting support across multiple entity types
  • Financial analysis and modelling to identify risks and opportunities
  • Building relationships with clients and their advisors
  • Mentoring junior team members and leading onboarding of new clients

About You

  • Minimum 5 years' experience in consulting, tax or accounting
  • Ability to perform complex analysis and deliver clear advice
  • Bachelor's degree in Finance, Accounting or related field
  • CPA, CA or CFA qualification

Why Choose Us?

  • Work with sophisticated clients and interesting financial structures
  • Join a collaborative and transparent team
  • Ongoing professional development and career progression opportunities

Your Colleagues

  • Directly with high-net-worth individuals and families
  • Internally across Bookkeeping, Wealth, Tax and Debt Advisory teams
  • With client-side external providers


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