Financial Advisor

1 week ago

Sydney, New South Wales, Australia beBeePrivate Full time $180,000 - $240,000

Create a prosperous future as a seasoned banking expert.

Role Overview

You will serve as a trusted advisor to high-net-worth individuals in Australia, delivering bespoke banking and wealth solutions that meet clients' evolving financial goals. Leverage your expertise in complex lending and relationship-building to grow a portfolio of valued clients through referrals and new business opportunities.

Key Responsibilities
  • Develop and maintain strong relationships with existing and prospective clients, providing tailored financial guidance and advice.
  • Collaborate with internal teams to deliver comprehensive banking and wealth solutions, ensuring seamless client experiences.
  • Conduct thorough needs assessments and develop customized strategies to meet clients' evolving financial objectives.
  • Stay up-to-date on market trends, regulatory changes, and industry developments to provide informed guidance and recommendations.
Requirements
  • Proven track record of success in private banking or a related field, with a strong understanding of complex lending and relationship-building principles.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients.
  • Ability to work collaboratively as part of a team, leveraging expertise to deliver exceptional results.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.

  • Financial Planner

    7 days ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial Planner – Sw Sydney

    1 week ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector and a...

  • Financial Planner – SW Sydney

    3 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia True North Lifestyle Full time $104,000 - $130,878 per year

    Company DescriptionTrue North Lifestyle is a lifestyle goals-focused financial planning firm dedicated to helping clients create their best life based on individual definitions of happiness and fulfillment. We provide strategies that support income and capital needs, offering structure and flexibility to achieve desired outcomes more easily and quickly. True...

  • Independent Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, AustraliaWe are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in providing...

  • Independent Financial Advisor

    1 week ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, AustraliaWe are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in providing...

  • Independent Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, AustraliaWe are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in providing...

  • Independent Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, AustraliaWe are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in providing...

  • Mortgage Financing Expert

    4 days ago

    Sydney, New South Wales, Australia beBeeMortgage Advisor Full time $120,000 - $150,000

    Expert Mortgage Lending Specialist Wanted","Job Description:","The ideal candidate will be responsible for assisting clients with their mortgage lending needs, fostering strong relationships and overseeing the process from initial consultation until settlement.","">Key Skills and Qualifications","The successful applicant must possess at least 3-5 years of...

  • Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia NobleOak Full time $104,000 - $130,878 per year

    Closing Date: 10/10/2025Job Type:ContractLocation:Sydney officeJob Category:Product & UnderwritingNobleOak is a high-growth challenger brand that puts the client at the centre of our business.Are you an experienced financial advisor looking for a flexible opportunity? Join our team in Sydney for a specialised roleJob DescriptionJob DescriptionAs an...