Long-Term Financial Guidance Specialist

1 week ago


Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $140,000
Role Overview

We're seeking a skilled professional to provide end-to-end financial advice and guidance to clients.

This is a client-facing position where you'll build strong relationships and deliver tailored, long-term advice aligned to clients' life goals.

Key Responsibilities
  • Deliver high-quality financial advice that meets clients' needs and expectations
  • Work closely with our team to streamline advice delivery and ensure seamless client experiences
  • Maintain compliance with Australian financial services regulations (AFSL) and stay up-to-date with changes in the industry


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