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. 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 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
- 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
- Solid 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
Benefits
RSM 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 (City of Albury)
🏢 BPT The Birdanco Practice Trust
📍 City of Albury
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