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Strategic wealth manager

Canberra
beBeeFinancial
Posted: 29 November
Offer description

Financial Advisor Position

This role involves providing expert financial guidance to clients, leveraging digital platforms for productivity and compliance.


About the Opportunity

As a key contributor to client experience improvement initiatives, you will help coach clients in adopting evolving technologies while collaborating with supporting team members. You will also seek opportunities to mentor colleagues and build capability across the team.


Key Requirements

* Hold RG146 Compliance certification and have passed the Adviser exam (mandatory for Authorisation)
* Possess an approved course in Australian Tax Law and Commercial Tax
* Have expertise in Financial Advice, driving growth, building relationships, and delivering excellent client experiences

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Send an application
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