Job Description

OUR VALUE PROPOSITION

At RSM, our purpose is to instill confidence in a world of change for both our clients and our people.

RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.

Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.

Who we are:

RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.

About the role:

As a Financial Adviser you will play a pivotal role in supporting clients to achieve their financial ambitions through tailored, strategic advice.

Based in Ballarat, 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. This national connectivity enables you to collaborate with specialists, broaden your knowledge, and deliver holistic solutions to your clients.

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.

Joining a collaborative and supportive team, you’ll have the opportunity to continue developing your technical expertise, grow your client relationships and shape your career within a well-established and respected national practice.

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:

o Superannuation

o Investments & portfolio management

o Insurance & risk protection

o Retirement planning

o 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:

We welcome candidates at all experience levels to apply, and will tailor responsibilities and support accordingly.

You will bring:

• 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

• Strong 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

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 allow 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.

How to apply:

Please click on the “apply” button and complete our online application form.

Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.