At a Glance
- Tasks: Support clients in achieving financial goals with tailored advice and strategies.
- Company: Join RSM, a leading professional services firm with a people-first culture.
- Benefits: Enjoy health, wellness, financial benefits, and opportunities for personal growth.
- Other info: Collaborative environment with strong local presence and national resources.
- Why this job: Make a real impact on clients' financial futures while developing your career.
- Qualifications: Experience in advisory roles and a degree in Finance or related fields.
The predicted salary is between 54000 - 66000 $ per year.
At RSM, our purpose is to instill confidence in a world of change for both our clients and our people. RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.
RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.
As a Financial Adviser you will play a pivotal role in supporting clients to achieve their financial ambitions through tailored, strategic advice. Based in Albury, you’ll be part of a national firm with a strong local presence, giving you the unique opportunity to build meaningful, face-to-face relationships within the local community while leveraging the expertise, resources and networks of colleagues across Australia. This national connectivity enables you to collaborate with specialists, broaden your knowledge, and deliver holistic solutions to your clients.
You will work closely with a diverse client base to understand their financial position, goals and risk appetite, providing personalised strategies to help them build, protect and grow their wealth. From investment strategies and superannuation through to retirement and long-term planning, your insights and guidance will have a direct and lasting impact on your clients’ financial futures.
Joining a collaborative and supportive team, you’ll have the opportunity to continue developing your technical expertise, grow your client relationships and shape your career within a well-established and respected national practice.
Key Responsibilities
- Build and maintain strong client relationships as a trusted adviser
- Develop tailored financial strategies aligned to clients’ short and long-term goals
- Provide advice across areas including:
- Superannuation
- Investments & portfolio management
- Insurance & risk protection
- Retirement planning
- Wealth and estate structuring
- Monitor client portfolios and provide ongoing strategic guidance
- Stay informed on financial markets, products and regulatory requirements
- Identify opportunities to grow the client base and contribute to business development
- Collaborate with internal teams and contribute to a high-performing, client-focused culture
About You
We welcome candidates at all experience levels to apply, and will tailor responsibilities and support accordingly.
You Will Bring
- Experience in an advisory role within a professional services environment
- Exposure to client advisory and financial planning
- A degree in Finance, Financial Planning, Economics, Business or similar
- Compliance with industry education requirements
- Strong communication and relationship-building skills
- Analytical thinking and problem-solving capability
- A genuine interest in helping clients achieve financial success
- Industry certifications such as CFP or CFA is desirable
RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!
Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.
Financial Adviser employer: RSM Australia
At RSM Australia, we pride ourselves on being an exceptional employer that champions a people-centric and collaborative culture. Our commitment to your professional growth is evident through extensive training opportunities, mentorship programs, and a supportive work environment that values integrity and teamwork. With access to a global network and a focus on meaningful work, you'll find a rewarding career path in our Corporate Finance team, where your contributions will directly impact clients and the community.
