Wealth Management Graduate Opportunities (Feb 2025)

At Findex we are passionate about building a workplace for the future. Findex Wealth Management is an innovative financial advisory service provider with a client-centric focus. The group provides wealth management services to over 11,000 clients with total assets under advice of $17Bn. Findex Wealth Management offers a variety of investment options for clients based on their needs and objectives. Our managed discretionary account service, known as Findex Custom Portfolio (FCP) is one of the largest in Australia and New Zealand.

Our Family Office approach will allow you to provide more personalised advice to our clients, ensuring greater independence and client contact.

Exposure and Client Work

As a Wealth Graduate, you will gain exposure to the following,

• Access to a variety of clients and innovative resources, while experiencing the advantages of an international mid-tier environment focused on building relationships
• A distinctive leadership-focused environment that encourages career advancement
• The opportunity to be part of an inclusive and diverse workplace and a culture that values work-life balance
• With the ability to dress for your day, we trust you to decide what outfit works for the occasion
• The ability to work across multiple service lines to experience a holistic view of Findex and Crowe
• Opportunity for domestic or international secondments

Let’s talk about you

You will be great in this role if you,

• Have Financial Acumen 
• Are Curious (Big & Bold)
• Are a Team player (Better Together)
• Are inquisitive
• Have great attention to detail.
• Enjoy helping people achieve their goals.
• Fantastic people skills, an outgoing personality, and a passion for the Wealth space. 

To apply for our Wealth division, you will require a tertiary qualification in Commerce / Business degree with a major in Financial Planning or have recently completed your degree (within 12 months at the time of application).

About the Perks 

• Access to in-house wealth advice and financial services, and discounted health insurance to suit your needs
• Postgraduate, CA/CPA programs, study leave, professional memberships, and more
• Access several structured programs and conferences to help you develop professionally
• Enjoy cash-back discounts and retail offers on a range of useful products and services
• Access to mental health and well-being support for you and your family through the Findex Employee Assistance Program

Next Steps?

Are you Ready to write the first chapter of your story? 

Pre-register now – We can’t wait to hear from you! 

Please note you will be directed to our careers page to apply.