In-Demand Entry level client services financial Jobs

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Graduate - Financial Services

RSM -
Melbourne VIC

Apply Now

Job Details

Full-time
9 days ago

Qualifications

Financial planning
Finance
Business
Communication skills

Full 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:

RSM contains a fully accredited Financial Planning practice that devises practical solutions to help our clients achieve their goals.

This position will provide a newly graduated student the opportunity to join a team of experts and commence their career in Financial Planning.

Position Summary

This is an entry level position with a heavy focus on learning and development and assisting the division. Join a growing team and build your career, with a view towards full qualification over time.

KEY RESPONSIBILITIES:

Learning the relevant legislation & financial planning standards and industry practices
Assisting in the preparation of investment advice documents for clients;
Support financial advisers with general client administration and processes.
Support financial advisers in the implementation of investment recommendations.

About you:

EDUCATION REQUIREMENTS

Essential

Completed a Business / Finance / Commerce degree by July 2026 or earlier
Major in Financial Planning or demonstrated interest

DEMONSTRATED EXPERIENCE & ATTRIBUTES:

Essential

Strong communication skills
Strong attention to detail
Ability to work autonomously and as part of a team

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.

Apply Now

Refine Your Search

entry level client services financial jobs

Graduate - Financial Services

Global Investment Banking & Capital Markets Summer Analyst - 2026/27 - Melbourne

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Global Markets Summer Analyst - 2026/27 - Sydney

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Officer- Lending & Agency, Corporate Banking Services Asia Pacific

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