Current jobs related to Strategic Wealth Advisor - Sydney, New South Wales - beBeeFinancial

  • Strategic Wealth Manager

    16 hours ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $200,000

    Independent Financial Advisor PositionWe are seeking an experienced and skilled Independent Financial Advisor to join our esteemed team in Sydney, Australia.This is a key role within our wealth management firm, requiring strong financial expertise, exceptional communication skills, and the ability to build long-lasting relationships with clients.The...

  • Financial Advisor

    4 weeks ago

    Sydney, New South Wales, Australia Clarity Wealth Full time

    2 days ago Be among the first 25 applicantsDirect message the job poster from Clarity WealthClarity Wealth is offering an exciting opportunity for a financial advisor to grow with a dynamic, fast-paced business. The role seems tailored for someone with solid experience, but who also has the potential and motivation to take on new challenges as the business...

  • Financial Advisor

    4 weeks ago

    Sydney, New South Wales, Australia Clarity Wealth Full time

    2 days ago Be among the first 25 applicantsDirect message the job poster from Clarity WealthClarity Wealth is offering an exciting opportunity for a financial advisor to grow with a dynamic, fast-paced business. The role seems tailored for someone with solid experience, but who also has the potential and motivation to take on new challenges as the business...

  • Private Wealth Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicants Join to apply for the Private Wealth Advisor role at Macquarie Group We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in...

  • Private Wealth Advisor

    6 days ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicantsJoin to apply for the Private Wealth Advisor role at Macquarie GroupWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in...

  • Wealth Manager

    3 weeks ago

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

    This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore marketplace.The firm's primary...

  • Private Wealth Advisor

    3 weeks ago

    Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Business Development & Sales, Wealth Management We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client...

  • Private Wealth

    2 weeks ago

    Sydney, New South Wales, Australia Blackstone Full time

    Blackstone is the world's largest alternative asset manager.We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work.We do this by using extraordinary people and flexible capital to help companies solve problems.Our $1.1 trillion in assets under management include...

  • Strategic Accounts

    2 weeks ago

    Sydney, New South Wales, Australia Netwealth - See Wealth Differently Full time

    Strategic Accounts - Training & Relationship Manager Join to apply for the Strategic Accounts - Training & Relationship Manager role at Netwealth - See Wealth Differently (ASX: NWL)Strategic Accounts - Training & Relationship Manager1 week ago Be among the first 25 applicants Join to apply for the Strategic Accounts - Training & Relationship Manager role at...

  • Strategic Advisor to CEOs

    13 hours ago

    Sydney, New South Wales, Australia beBeeEmpowering Full time $150,000 - $180,000

    Transforming Leaders, Transforming BusinessElevate your impact as a strategic advisor to high-performing CEOs.About the RoleFacilitate monthly peer advisory groups that foster breakthrough insights and performance.Provide guidance and support to visionary business leaders.Build a successful practice with the backing of a proven model.Key QualificationsPast...

Strategic Wealth Advisor

2 weeks ago

Sydney, New South Wales, Australia beBeeFinancial Full time $180,000 - $220,000
Key Financial Opportunities:

We are seeking an accomplished professional to provide expert financial guidance and wealth management solutions to high-net-worth individuals and families. This role involves developing a portfolio of clients, crafting personalized financial strategies, and delivering tailored investment advice.

Pivotal Responsibilities:
  1. Manage a diverse range of client portfolios, utilizing in-depth knowledge of financial products, investment strategies, and market dynamics to create comprehensive wealth management plans.
  2. Analyze clients' financial situations, risk tolerance, and investment goals to design bespoke financial solutions.
  3. Maintain close relationships with clients, ensuring they receive top-tier service and exceptional value.
  4. Stay current with market trends, economic conditions, and regulatory changes to offer informed advice and strategic insights.
Beneficial Qualifications:
  1. Bachelor's degree in Finance, Economics, or Business Administration (Master's degree or relevant certifications).
  2. A minimum of 5 years of experience in wealth management or a related financial advisory role.
  3. Proven track record of managing and growing a portfolio of high-net-worth clients.
  4. Strong communication, negotiation, and interpersonal skills.
  5. Ability to build long-term client relationships based on trust and integrity.
  6. Proficiency in financial planning software and tools.
Rewarding Benefits:
  1. Competitive salary and performance-based incentives.
  2. Comprehensive health and wellness benefits.
  3. Opportunities for professional growth and career advancement.
  4. A supportive work environment that fosters collaboration and success.