Expert Financial Advisor

2 days ago

Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $100,000 - $150,000

Key Financial Services Role

Our organization focuses on delivering expert advice that empowers clients to make informed financial decisions.

We are seeking a qualified Financial Advisor to provide tailored, long-term financial guidance to our clients.

The Opportunity

This is a client-facing role where you will build trusted relationships and offer end-to-end holistic advice.

  • Deliver high-quality, holistic financial advice aligned to clients' life goals
  • Work closely with in-house teams to streamline advice delivery
  • Maintain compliance with relevant regulations
  • Stay current with changes in financial legislation and global trends

Requirements

Relevant qualifications in Financial Planning (minimum Diploma of Financial Planning / FASEA-compliant)

Proven experience as a financial advisor, with a holistic, client-first approach

Strong understanding of superannuation, investment, and insurance products

Interest in cross-border pension transfers

Excellent interpersonal and communication skills

A proactive mindset and a genuine desire to make a difference in clients' lives

Benefits

The opportunity to work in a supportive and growing international organization

A strong pipeline of high-quality, advice-seeking clients

A collaborative team culture where your ideas and contributions are valued

Flexible working arrangements and a strong focus on work/life balance

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