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  • Senior Financial Advisor - Melbourne - beBee Careers

    beBee Careers
    beBee Careers Melbourne

    1 month ago

    Default job background

    Job title: Financial Planner

    Description

    Senior Financial Advisor Sought

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    We're on the hunt for a seasoned financial advisor to join our team as a Senior Financial Planner. If you're a highly motivated and experienced professional with a proven track record in financial planning, we'd love to hear from you.

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    • The ideal candidate will have a strong background in financial planning, including experience with SMSF, superannuation, investments, insurance, tax, and estate planning.
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    • Able to manage complex client relationships and provide tailored financial solutions that meet their unique needs and goals.
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    • Familiarity with Xplan, Microsoft 365, and other relevant financial planning software is highly desirable, as is a commitment to ongoing professional development and staying up-to-date with industry trends and best practices.
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    • The successful candidate will be rewarded with a competitive salary package, flexible working arrangements, and opportunities for career advancement within a respected advisory firm.
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