Financial Advisor Position

6 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $70,000 - $90,000
Financial Advisor Role

We are seeking a dedicated Financial Advisor to join our business.

This is an excellent opportunity for you to develop your skills and expertise in financial markets while supporting experienced Investment Advisers and their clients.

Key Responsibilities:
  • Collaborate with advisors to collect and analyze financial information, providing sound advice to clients.
  • Maintain client portfolios by providing timely advice, reassessing financial objectives, and revising investment strategies.
  • Provide accurate market information to clients and liaise with the operations team for tasks such as settlements, corporate actions, and onboarding.
  • Assist investment advisers with the preparation of investment proposals, new pitch documents, and review documents.
  • Coordinate client functions and marketing events with the business manager and event manager.
Requirements:
  • Degree qualified in finance or related disciplines desirable.
  • Previous wealth management, financial planning, or operations experience is highly valued.
  • Highly motivated and self-directed individual with full working rights.
What's in it For You?
  • Competitive salary package.
  • Opportunity to participate in a discretionary bonus program.
  • Flexible working environment.
  • Access to various support programs for employees.

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