Wealth Manager Position

1 week ago

Canberra, ACT, Australia beBeeBusiness Full time $120,000 - $140,000

Financial Planner Opportunity

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  • As a seasoned professional in financial planning, you will play a pivotal role in providing expert guidance on wealth management and investment strategies to clients across the region.
  • Delivering exceptional results, building strong client relationships, and servicing a diverse portfolio will be at the heart of your responsibilities.
  • You will have a proven track record of providing comprehensive financial advice, with excellent communication skills and commercial acumen.
  • Working as part of a collaborative team, you will enjoy flexible work options, a competitive salary, and opportunities for career growth and progression.
  • We are looking for someone who has completed the FASEA exam, is registered on the Adviser register, and possesses exceptional relationship and stakeholder management skills.
  • SMSF experience is highly regarded and valued.
  • Join our dynamic local team who collaborate and work together, with administration support provided through internal teams.
  • We pride ourselves on creating opportunities for growth and sustainability that benefit our communities.
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