Strategic Financial Consultant

2 weeks ago


Melbourne, Victoria, Australia beBeeFinancialPlanning Full time $105,000
Financial Advisor PositionWe are seeking a Financial Advisor to provide strategic holistic financial advice to clients. As part of our team, you will work with experienced professionals to deliver an exceptional client experience.About the Role
  • Develop relationships with new and existing clients and provide tailored financial solutions
  • Built strong connections with accounting partners and stakeholders
  • Maintain accurate records and ensure high-quality advice is delivered consistently
  • Up hold industry best practices and compliance standards
Skills & Qualifications
  • Bachelor's degree in Financial Planning or related field
  • Experience working as an associate advisor or financial advisor
  • Excellent attention to detail and analytical skills
  • Able to build strong rapport with clients and partners
Culture & Benefits
  • Collaborative and dynamic work environment
  • Access to accelerated training and development opportunities
  • Flexible work arrangements and mentoring support

Key Skills: Financial planning, relationship building, compliance, customer service


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