About the roleAs 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.
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.Key ResponsibilitiesBuild and maintain robust client relationships as a trusted adviserDevelop tailored financial strategies aligned to clients' short and long‐term goalsProvide advice across areas including:SuperannuationInvestments & portfolio managementInsurance & risk protectionRetirement planningWealth and estate structuringMonitor client portfolios and provide ongoing strategic guidanceStay informed on financial markets, products and regulatory requirementsIdentify opportunities to grow the client base and contribute to business developmentCollaborate with internal teams and contribute to a high‐performing, client‐focused cultureAbout youExperience in an advisory role within a professional services environmentExposure to client advisory and financial planningA degree in Finance, Financial Planning, Economics, Business or similarCompliance with industry education requirementsStrong communication and relationship‐building skillsAnalytical thinking and problem‐solving capabilityA genuine interest in helping clients achieve financial successIndustry certifications such as CFP or CFA is desirableBenefitsRSM provides a wide range of leading health, wellness, financial and lifestyle benefits, supporting your well‐being and professional growth.
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📌 Financial Adviser - Financial Services (New South Wales)
🏢 BPT The Birdanco Practice Trust
📍 New South Wales