Graduate Financial Planner: Start Your Advisory Career

RSM US LLP; Adelaide; On-site; AUD 50,000 - 70,000; Full time

Job summary

RSM Australia is seeking an entry level Financial Planning support role focused on learning and development. You will work directly with experienced advisers to lay the groundwork for a financial planning career and progress toward full qualification.

This role suits a recent graduate or graduate diploma holder eager to start client-facing advisory work. You will gain exposure to legislation, compliance standards, and the preparation of investment advice documents while supporting advisers with

Qualifications

• Completed a Business / Finance / Commerce degree or relevant graduate diploma of Financial Planning
• Completed university studies or scheduled to complete end of 2026
• Demonstrated communication skills and attention to detail

Responsibilities

• Learn the relevant legislation & financial planning standards and industry practices
• Assist in preparing investment advice documents for clients
• Support financial advisers with general client administration and processes
• Support the implementation of investment recommendations

Skills

Strong communication skills

Strong attention to detail

Autonomous and team work

Education

Business/Finance/Commerce degree or graduate diploma of Financial Planning

Graduation expected by end of 2026

Job description

RSM Australia is seeking an entry level Financial Planning support role focused on learning and development. You will work directly with experienced advisers to lay the groundwork for a financial planning career and progress toward full qualification.

This role suits a recent graduate or graduate diploma holder eager to start client-facing advisory work. You will gain exposure to legislation, compliance standards, and the preparation of investment advice documents while supporting advisers with