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Financial Adviser - Financial Services

JuniorMid levelFull-timeOfficeBallarat VIC, AustraliaFinanceProfessional servicesPosted 4 weeks agoVerified 4 weeks ago
Think you're a good fit?See what the hiring team are looking for

About the job

The job of a Financial Adviser at RSM is all about empowering clients to achieve their financial ambitions through tailored, strategic advice. This position plays a crucial role in building meaningful relationships within the local community while leveraging national resources for holistic solutions. The team thrives on collaboration and support, ensuring that everyone has the opportunity to grow and succeed.

You'll be responsible for

🤝

Building client relationships

Building and maintaining strong client relationships as a trusted adviser, ensuring their financial goals are met.
📊

Developing financial strategies

Developing tailored financial strategies aligned to clients’ short and long-term goals, helping them achieve financial success.
📈

Monitoring client portfolios

Monitoring client portfolios and providing ongoing strategic guidance to adapt to changing circumstances.

Key criteria

📈

Advisory experience

Experience in an advisory role within a professional services environment.

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🎓

Relevant degree

Degree in Finance, Financial Planning, Economics, Business or similar.

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🗣️

Communication skills

Strong communication and relationship-building skills are essential.

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Meet the team

About the company

View your fit

5 criteria for this job
Advisory experience
Experience in an advisory role within a professional services environment.

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Relevant degree
Degree in Finance, Financial Planning, Economics, Business or similar.

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Communication skills
Strong communication and relationship-building skills are essential.

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Analytical thinking
Proven analytical thinking and problem-solving capabilities.

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Industry certifications
Certifications like CFP or CFA are desirable for this job.

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