Expert Financial Advisor Wanted

1 week ago

Melbourne, Victoria, Australia beBeeFinancial Full time $90,000 - $120,000
Job Overview

We are seeking a skilled professional to help individuals achieve their financial goals.

About the Role
  • You will work closely with clients to understand their needs, provide tailored advice, and develop strategies to help them reach their financial objectives.
  • Your expertise will be crucial in maintaining compliance standards, managing legislative requirements, and ensuring seamless operations.
  • You will foster long-term relationships with clients, prioritize their needs, and consistently deliver outstanding service.
  • You will collaborate with colleagues to share knowledge, ideas, and best practices, driving business growth and success.
Key Responsibilities
  • Provide expert financial advice to clients, focusing on holistic solutions for superannuation, insurance, cash flow management, debt reduction, investments, and retirement planning.
  • Maintain high-quality relationships with clients, built on trust, empathy, and exceptional service.
  • Contribute to marketing initiatives, drive new business opportunities, and identify innovative solutions to enhance the business and support team members.
Requirements
  • Minimum 3+ years' experience as a financial adviser.
  • Proven track record of setting and achieving targets, delivering quality advice, and maintaining excellent relationships with clients.
  • Strong desire to succeed, self-motivation, and a commitment to ongoing learning and professional development.
Perks and Benefits
  • Hybrid working model.
  • Friendly, supportive team culture.
  • Hire from within policy (excellent career growth prospects).
  • Casual dress Fridays.
  • Regular team lunches.
  • Ongoing 1-on-1 mentorship and support.
  • Employee share scheme availability.
  • Full operational support (admin & associate).
  • Modern office setup.

The salary package will depend on your qualifications and experience, including an uncapped bonus potential based on performance and relevant KPIs being met.

Apply today to explore this exciting opportunity.

We look forward to hearing from you

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