Graduate - Financial Services/Wealth Advisory

Job Description

Posted: 07/01/2025 Closing Date: 07/02/2025 Job Type: Permanent - Full Time Location: Sydney Job Category: Banking and Financial Services Job Description We are committed to 'Changing Lives' through everything we do - for our clients, colleagues, and community! It’s no secret why we placed in Prosple's 2024 Top 100 Graduate Employers list, because we have wonderful people, a collaborative environment, hybrid work arrangements and social events to keep you connected! So, what makes us so great Open door policy – 1 on 1 access to Partners & Managers You will be included in client meetings, we believe client exposure is essential to your learning and development! Clear career pathways and focused learning and development programs - national Graduate College, monthly tax training, CA support and virtual study sessions You will be part of a collaborative, social and inclusive culture - we have lots of social events, firm drinks, and regular colleague networking opportunities We link everything we do back to our CARE values! We are Accountants, but we aren't boring! You will learn a lot, you will be challenged, and you will have a lot of fun Looking for a career that will not only have a positive impact on your life but also on the lives of others? Then it’s time to explore a career in Wealth Advisory! Working closely with Partners and Senior Advisors, your key responsibilities will involve: First point of contact for clients Preparation of portfolio reviews for client meetings Executing investment trades Assisting in the development of client strategies General correspondence and workflow management You will be at the forefront of the client relationship and attend regular meetings – and as you develop, be given your own client list! Our team is our biggest asset and we continue to invest in and support your career by providing monthly technical training, as well as soft skills and initial client engagement training which will help you develop the skills you need to become a great Advisor. A little about you We are looking for talented and enthusiastic graduates or soon to be graduates who want to be challenged, inspired and are ready to carve out their career path. If you are looking to gain exposure across a diverse range of clients and industries, within a fun and collaborative team and you have a genuine interest in Wealth Management/Financial Planning, then this is the role for you! We are looking for someone with high attention to detail, good listening skills and an eagerness to learn who is studying or has recently completed a Bachelor’s degree in Business, Commerce, Economics or a similar discipline with a major in Finance. Benefits include: Flexible working to help you balance work and personal responsibilities. Career enhancement and development opportunities. Free company provided Salary Continuance insurance Bi-Monthly Colleague Lunch Dress for your day Working in a vibrant and collegiate culture where you as a person, and your contribution is valued If this sounds like the right role for you, apply now! #J-18808-Ljbffr