Strategic Wealth Advisor

22 hours ago

Sydney, New South Wales, Australia beBeeFinancial Full time $180,000 - $200,000
Expert Financial Strategist Sought

We are seeking a highly skilled and experienced financial strategist to join our team. As an expert in the field, you will play a key role in shaping the future of wealth management with a firm that values your expertise.

About the Role

The ideal candidate will have a degree in Commerce, Economics, or a related field, and 5+ years of experience in financial planning or advice. You will be passionate about mentoring and developing high-performing teams, and possess strong client service orientation and communication skills.

As a senior financial advisor, you will lead and manage client relationships, conduct progressive client reviews, and develop tailored financial strategies. You will also oversee investment analysis, portfolio construction, and management, and advise on wealth accumulation, estate planning, tax minimisation, and asset protection.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for high net worth individuals and families.
  • Conduct thorough financial needs assessments to identify areas for improvement and opportunities for growth.
  • Provide expert advice on investment strategies, risk management, and wealth preservation.
  • Build and maintain strong relationships with clients, understanding their unique financial goals and objectives.
What We Offer
  • Sustained growth: 20% year-on-year growth over the past six years.
  • Clean path to partnership: A clear and supported progression pathway to equity ownership.
  • Elite client base: Advise successful business owners, senior executives, and ultra-high-net-worth family groups.
  • Collaborative environment: Working under our own license and partnering with other divisions to deliver holistic solutions.

We offer flexible working arrangements, free company-provided salary continuance insurance, extended employee assistance program (EAP) to support you and your eligible family members, bi-monthly colleague lunches, and dress-for-your-day culture. Join us in creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.

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