Expert Wealth Advisor

1 week ago

Sydney, New South Wales, Australia beBeeWealth Full time $75,000 - $187,500

Deliver impactful wealth advisory solutions to shape the future of our clients' financial well-being. As a key member of our team, you will be responsible for leading client relationships and conducting progressive reviews to develop tailored financial strategies.

We offer a unique opportunity to work in a collaborative environment where you can leverage your expertise to deliver exceptional client outcomes. Our firm values transparency, professionalism, and meaningful relationships with our clients.

About the Role:

  • Lead and manage client relationships to ensure long-term success
  • Conduct progressive client reviews to develop tailored financial strategies
  • Oversee investment analysis, portfolio construction, and management
  • Advise on wealth accumulation, estate planning, tax minimisation, and asset protection
  • Collaborate across divisions to project manage clients' financial lives

About You:

  • A degree in Commerce, Economics, or a related field
  • At least 5 years of experience in financial planning or advice
  • A passion for mentoring and developing high-performing teams
  • Strong client service orientation and communication skills
  • Proficiency in Word, Excel, and Xplan

Benefits:

  • Clear and proven career progression pathways
  • Flexible working to help you balance work and personal responsibilities
  • Free company provided Salary Continuance insurance
  • In-House Psychologist
  • Extended EAP to support you and your eligible family members

About Us:

We are a leading network of business advisors dedicated to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.

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