Established Financial Specialist Opportunity

4 days ago

Sydney, New South Wales, Australia beBeeCareer Full time $90,000 - $120,000
Senior Financial Advisor

We are seeking a skilled and dynamic financial advisor to join our established team.

Key Responsibilities:
  • Client Servicing: Maintain and nurture relationships with clients, ensuring their financial needs are met with exceptional service and attention to detail.
  • Holistic Planning: Develop and deliver comprehensive financial plans that encompass investments, retirement, insurance, estate planning, and tax strategies tailored to client objectives.
  • Business Development: Identify opportunities to grow the client base by acquiring new clients through referrals, networking, and targeted outreach.
  • Collaboration: Work closely with the team to integrate holistic planning into existing practices and enhance service offerings.
  • Compliance: Ensure all client interactions and advice comply with regulatory standards and company policies.
  • Client Education: Educate clients on financial planning principles and opportunities, empowering them to make informed decisions.
Skills and Qualifications:
  • Experience: Minimum 3-5 years of experience as a financial advisor, with a proven track record of servicing and growing a client base.
  • Qualifications:
    • Relevant financial planning certifications (e.g., CFP, Diploma of Financial Planning, or equivalent).
    • RG146 compliance or willingness to complete necessary qualifications for Australian standards.
  • Technical Skills: Strong knowledge of investment products, tax strategies, superannuation, insurance, and estate planning.
  • Communication: Exceptional interpersonal and communication skills, with the ability to explain complex concepts in a clear and relatable manner.
  • Analytical Thinking: Strong analytical skills to assess client needs and create tailored solutions.
  • Drive and Initiative: A proactive mindset with the ability to manage client relationships and generate new business opportunities.
  • Team-Oriented: A collaborative approach to working within a team to achieve shared goals.
What We Offer:
  • Supportive Team Environment: Join an established team with a focus on collaboration and professional growth.
  • Professional Development: Access to ongoing training and opportunities to refine your skills in holistic financial planning.
  • Client Base: Work with an existing portfolio while expanding your network and business.
  • Competitive Remuneration: Attractive salary package, incentives, and benefits.
  • Global Presence: Be part of a reputable international wealth management firm with opportunities for cross-border collaboration.
About Our Company

Our company is a leading international financial advisory firm dedicated to helping clients achieve financial security and growth through tailored, holistic solutions. With offices around the globe, we bring a unique perspective to wealth management, combining local expertise with global reach.

If you are passionate about financial planning, excel in client relationships, and are eager to take a holistic approach to wealth management, we invite you to apply for this exciting opportunity.

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