Strategic Financial Coach

2 weeks ago

Melbourne, Victoria, Australia beBeeFinancial Full time $150,000 - $180,000

About This Role

We are seeking an experienced professional to join our team as a specialist financial advisor.

This position will involve coaching customers using statements of advice generated from our platform.

You will work closely with our dynamic team to enhance the delivery of our wealth management service and provide positive customer interactions that educate and empower customers.

Key Responsibilities:
  • Provide expert guidance to customers in achieving their financial goals.
  • Collaborate with our team to develop and implement effective strategies for customer success.
Requirements:
  • Authorised representative with strong experience in advising retail clients.
  • Proven track record of delivering excellent customer outcomes.
  • Strong communication and interpersonal skills.
Desired Skills And Experience:
  • Compliance with relevant industry regulations.
  • Ability to provide tax advice.
  • Commitment to ongoing professional development.

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