Strategic Financial Coach

2 weeks ago

Sydney, New South Wales, Australia beBeeFinancialPlanning Full time $70,000 - $75,000
Financial Planning Opportunity

We are seeking an experienced professional to work on our Wealth Maximiser product, coaching customers using statements of advice generated from our platform.

As a seasoned financial planner, you will be part of a dynamic team that puts the client at the centre of our business.

Key Responsibilities:
  • Clients
    • Utilise your previous experience in financial planning to enhance the delivery of the Wealth Maximiser service.
    • Help improve our materials and provide positive customer interactions that educate and empower customers.
  • External Representation
    • Be an authorised representative of our organisation, though this does not preclude other authorised representations.
  • Marketing
    • Promote our products and services through your own external marketing efforts.

Occasionally, you may need to be present at our Sydney office for internal meetings, trainings, and other opportunities.

Requirements:
  • FSA: Compliance with FASEA requirements
  • Tax Advice: Authorised to provide tax advice
  • Experience: 10+ years in advising retail clients
  • CPD: Willing to comply with CPD requirements
  • Customer Management: Strong customer management skills
  • Communication: Strong presentation and communication skills (verbal and written)

  • Financial Coach

    1 day ago

    Sydney, New South Wales, Australia Grow Wealth Solutions Full time

    OverviewGrow Wealth Solutions is a financial coaching and mortgage broking practice. This role supports our financial coaching division, working directly with clients in one-on-one online coaching sessions. We focus on building financial literacy and confidence to empower clients financially.About the RoleWe are seeking an experienced Financial Coach on a...

  • Financial Planner

    23 hours 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

    3 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 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...

  • Strategic Financial Planning Lead

    23 hours ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $120,000 - $180,000

    Strategic Financial Planning LeadThis senior leadership role focuses on supporting the Head of Group Planning to oversee and manage planning, forecasting, and strategic initiatives across the business. You will work closely with divisional leaders to gather financial information in an accurate and timely manner, measuring financial performance, identifying...

  • Strategic Financial Planning Leader

    3 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $175,000 - $225,000

    Job DescriptionThe Role of a Financial Strategist:We are seeking a seasoned Financial Planning and Analysis leader to join our team. As a key member of our organization, you will be responsible for driving strategic investment decision-making capabilities, encompassing business case analysis, scenario planning, and return on investment (ROI) assessment.You...

  • Strategic Financial Leader

    2 weeks ago

    Sydney, New South Wales, Australia beBeeLeadership Full time $120,000 - $180,000

    Financial Leadership OpportunityA strategic Financial Controller with a business-driven approach is needed to join a rapidly expanding organization. The ideal candidate will excel in dynamic environments, drive impactful change, and be closely aligned with operational objectives.The company operates extensively across various sectors, delivering...

  • Strategic Coach Lead

    1 week ago

    Sydney, New South Wales, Australia beBeeCustomer Full time $140,000 - $180,000

    Job OverviewWe strive to deliver exceptional customer experiences, empowering individuals to achieve their goals. Our mission revolves around providing unparalleled service excellence for our customers.The RoleLead the charge in coaching customer-facing teams to meet and exceed customer experience expectations.Collaborate with senior leaders to pinpoint...

  • Strategic Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia beBeeFinancePartner Full time $127,150 - $144,444

    Senior Finance Business Partner OverviewThis role offers a unique opportunity to forge strong partnerships with operational and executive leaders, providing high-quality financial information and business support to drive informed decision-making and resource optimisation.As a trusted advisor, you will work closely with the management team of a designated...

  • Financial Planner – SW Sydney

    2 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 Planner – SW Sydney

    4 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 Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based...