Wealth Management Advisor

5 days ago


Brisbane, Queensland, Australia beBeeCustomerCentric Full time $70,000 - $80,000
Job Role

The ideal candidate will possess a customer-centric mindset, eager to develop their skills in wealth management.

You will handle inbound phone calls from clients and finance professionals, focusing on complex products within the Wealth space. Utilizing excellent communication skills, you will identify client needs through effective questioning and active listening.

Main Responsibilities:
  • Manage inbound phone calls from clients and finance professionals
  • Demonstrate exceptional communication skills to understand client needs
  • Excellent problem-solving skills, resilience, and adaptability required
Benefits Package:
  • Permanent remote work positions available
  • Full-time hours - Monday to Friday, no weekends
  • Ongoing training and development opportunities
  • Supportive team with a collaborative culture
  • A reputable organization that values its employees


  • Brisbane, Queensland, Australia beBeeTax Full time $140,000 - $175,000

    Private Wealth Career OpportunityWe are seeking a highly skilled professional to join our team as a Private Wealth Advisor. As a key member of our wealth management team, you will be responsible for providing tailored solutions to our clients across all sectors of the Australian economy.This is an exciting opportunity for a tax professional to leverage their...


  • Brisbane, Queensland, Australia VISIS Private Wealth Full time $90,000 - $120,000 per year

    About the role We are seeking a skilled and experienced Part-time Company Accountant to join the team at VISIS Private Wealth in Brisbane, Queensland. In this pivotal role, you will be responsible for managing the company's financial accounts and reporting, ensuring compliance with relevant accounting standards and regulations. This is an excellent...

  • Senior Wealth Advisor

    2 weeks ago


    Brisbane, Queensland, Australia beBeeFinancial Full time $80,000 - $120,000

    Unlock a future of limitless possibilities as a Senior Wealth Advisor.Key ResponsibilitiesBuild enduring relationships with high-net-worth clients, delivering tailored banking and wealth solutions that exceed their expectations.Lead complex lending initiatives, structuring bespoke credit solutions to drive business growth.Develop a holistic service...


  • Brisbane, Queensland, Australia beBeeRelationship Full time $150,000 - $200,000

    About This RoleYou will serve as a trusted advisor to high-net-worth clients, providing customized banking and wealth management solutions that exceed their expectations.With expertise in complex lending and strong relationship-building skills, you will grow a portfolio of high-net-worth clients through both new and existing connections.Main...


  • Brisbane, Queensland, Australia VISIS Private Wealth Full time $80,000 - $120,000 per year

    About the roleWe are seeking an ambitious Associate Adviser, with an aspiration to be a Financial Adviser, to join our award winning wealth management team at VISIS Private Wealth in Brisbane. As an Associate Adviser you will work within a dedicated team to provide premium wealth management advice and service to Executives and HNW clients. This is a...


  • Brisbane, Queensland, Australia Vincents Chartered Accountants Full time

    An opportunity exists to take on a role that has an existing personal insurance client base as well as a strong referral arrangement with a mid-tier accounting firm. This is an opportunity to drive and develop a business model within a well-resourced and strong cultured team, an opportunity to build your career.**Our Firm**Morgans is Australia's largest and...


  • Brisbane, Queensland, Australia beBeeFinancial Full time $80,000 - $120,000

    Exceptional client relationships are at the core of this role, where you will assist experienced investment advisers in providing high-quality financial advice to top-tier clients.This is an excellent opportunity to build a career in wealth management by working with a leading firm that offers a range of roles including desk assistant, adviser assistant,...


  • Brisbane, Queensland, Australia Macquarie Group Full time

    Business Development Manager – Wealth Solutions Our Wealth Solutions team offers market-leading integrated wealth solutions for advisers and their clients. Business Development Managers at Macquarie Wealth help financial advice firms and financial brokers achieve their goals by developing and providing targeted solutions and support, fostering...


  • Brisbane, Queensland, Australia Macquarie Group Full time

    Business Development Manager – Wealth SolutionsOur Wealth Solutions team offers market-leading integrated wealth solutions for advisers and their clients. Business Development Managers at Macquarie Wealth help financial advice firms and financial brokers achieve their goals by developing and providing targeted solutions and support, fostering...


  • Brisbane, Queensland, Australia Macquarie Bank Limited Full time

    Business Development Manager – Wealth SolutionsPrimary office locationBrisbaneDate25-Aug-2025Permanent - Full time,Job categoryBusiness Development & Sales, Wealth ManagementOur Wealth Solutions team offers market-leading integrated wealth solutions for advisers and their clients. Business Development Managers at Macquarie Wealth help financial advice...