The Opportunity: Are you ready to kick-start your career in the financial planning industry? We're looking for motivated graduates and near-graduates to join our Wealth Management team in 2025. Gain hands-on experience while working with clients in a supportive and friendly team environment. Duties include:
Working with a team to provide trusted end-to-end financial adviceCollaborating with Advisers to meet clients' financial objectives, based on their financial status, and short-term and long-term goalsAssisting with administrative tasks and client correspondenceManaging the implementation of new investments and insurance policiesConducting research and analysis to support the creation of financial plansAssisting in preparing client reviews and presentationsAbout Us: With over 150 years of experience, we've been dedicated to delivering positive financial solutions through exceptional client leadership. As part of a global network and a holistic integrated financial services business, we provide personalised financial services across Business Advisory Services, Audit, and Wealth Management, catering to both local and international clients.
Your Benefits Await: Get ready for a fulfilling journey filled with exciting perks! Here's what we offer:
Dive into a diverse range of projects and engage with a variety of clients.Join our active social club and participate in regular social and sporting events.Enjoy a balanced work-life environment within our friendly and supportive culture.Prioritise and access our comprehensive health and wellness program.Experience continuous growth through our robust performance process and regular feedback sessions.Benefit from mentorship and support to pursue your CA / CPA / FP qualifications.Unlock boundless career advancement opportunities within our business as you carve your path to success.We Value Candidates with: Recent or near completion of a degree in Accounting, Business, or Commerce.Strong communication skills and attention to detail.The ability to work collaboratively as part of a team.A proactive attitude and willingness to learn and take initiative.If this role sounds like you, we'd love to hear from you!
How to apply: Ready to take the next step in your career? Simply submit your cover letter and resume.
Applications may be addressed to Brianna Petruccelli, our Wealth Management Client Services Lead. Apply now and start shaping your future with Accru Melbourne!
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We're committed to inclusivity! Should you require any accommodations or support during the application process, please don't hesitate to reach out and let us know.
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