Financial Services Graduate

RSM Financial Services is a member of RSM, the world's 6th largest network of audit, tax, and consulting firms. We offer the combined benefits of a leading professional services firm with extensive networking, learning, and career opportunities.

Current Opportunity

Our Financial Services team in the Sydney office is expanding, and we are looking to connect with an emerging Graduate who is ready to kick start their career!

RSM Financial Services holds their own financial services license, meaning you will gain experience across a large range of financial investments and platforms. The benefits of a growing team mean there is a clear career path progression for those wanting to develop into qualified Financial Planner.

Key Responsibilities

As a member of our Financial Services team, you will gain exposure to:

• Learning the relevant legislation and financial planning standards;
• Developing an understanding of the financial planning process, client needs, software, investment, and insurance products,
• Maintaining and updating client data
• Assisting in the preparation of investment recommendations for clients, including the drafting of Statements of Advice and Records of Advice;
• Managing client investment portfolios, insurance policies, and implementing the advice.

About you

• Have completed or completing a relevant degree;
• Commitment to providing excellent customer service;
• Strong ethical standards and desire to help our clients;
• A desire to learn and build your financial knowledge;
• A collaborative personality who thrives in a team; and
• Excellent written and verbal communication skills.

Life at RSM

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 allows 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.