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Wealth Management Advisor

2 weeks ago

North Sydney Council, Australia beBeeFinancial Full time $100,000 - $140,000
Wealth Management Advisor Position

Seeking a professional with expertise in wealth management to join our team as a Financial Adviser.

  • The ideal candidate will possess strong knowledge of financial planning principles and regulations.

We are a specialist financial advisory practice offering high-quality, tailored advice to small business owners, professionals, and retirees. Our experienced team provides ongoing support and guidance to ensure our clients achieve their financial goals.

This role offers the opportunity to work closely with a senior adviser, managing an established client base while also taking on new clients. You will be responsible for providing expert financial advice and service to clients, building strong relationships, and contributing to the growth of the business.

Key Responsibilities: