Financial Advisor

2 days ago

Melbourne, Victoria, Australia beBeeStrategic Full time $100,000 - $150,000

As a financial advisor, you will play a key role in helping clients achieve their long-term financial goals.

About the Role:
  • You will be responsible for providing strategic financial planning services to new and existing clients.
  • Prepare and present expert financial plans to prospective clients and provide ongoing support and reviews to existing clients.
  • Identify opportunities to develop new business by completing prospecting activities and converting leads from various sources.
  • Develop deep relationships with clients and seek referrals to drive business growth.
Requirements:
  • You hold a relevant degree or equivalent qualification.
  • Advanced diploma in financial planning or equivalent certification is preferred.
  • Completion of mandated professional development training each year.
  • At least 5-7 years' experience in financial services.
  • Excellent relationship management skills.
Our Culture:

Our organization values innovation, collaboration, and excellence. We strive to create an environment where our employees can grow and succeed.

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