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 prospects 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 workplace
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 advantages, supporting your well‑being and professional growth.
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📌 Financial Adviser Financial Services City Of Albury (Albury City Council)
🏢 BPT The Birdanco Practice Trust
📍 Albury City Council
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