Trainee Financial Adviser

The Opportunity

The Morgans Mackay Branch is seeking a full‑time Business Graduate to join our team. This opportunity is suited to candidates who have completed, or are in the final stages of completing, a bachelor’s degree in business, commerce, finance, or accountancy. Part‑time arrangements may be considered for the right candidate currently completing their degree.

This role provides a clear and structured pathway into the financial planning profession, supporting your progression toward becoming a registered financial adviser. You will gain hands‑on experience assisting clients with superannuation, investments, and broader financial strategy while working closely with experienced advisers.

What You Will Be Doing

Initially, you will support the day‑to‑day operations of the business while undertaking a structured long‑term career development plan. Your responsibilities will include:

Supporting advisers with administrative and operational requirements
Telephone answering and general reception and office duties
Providing direct assistance to clients with general administration needs
Preparing client correspondence and other written communications
Arranging and preparing for client review meetings, and assisting with the implementation of advice
Maintaining accurate and up‑to‑date client records
Providing general information to clients on companies, stock prices, and market activity

Once education and workplace requirements are met, you may be enrolled in the Morgans Professional Year Program, providing real‑world experience in servicing clients and supporting your progression toward registration as a financial adviser.

Benefits

A clear pathway to a long‑term career in financial advice
Exposure to live client relationships, investment markets, and financial strategy
Established client base with ongoing relationships
Opportunity to complete a Professional Year to meet regulatory requirements
Strong mentoring, training, and professional development support
The opportunity to build your career within a respected national wealth management firm

What you will bring

Currently reside in Mackay, or be willing to relocate to and be based in regional Queensland to undertake the role
A relevant bachelor’s degree in business, commerce, finance, or accountancy, or extensive industry experience with a commitment to completing further academic study
A genuine interest in financial markets and the operation of the advice industry
Strong communication and relationship‑building skills
Well‑developed analytical and problem‑solving abilities
A client‑focused mindset
Proficient computer skills
Self‑motivation and the ability to manage deadlines effectively
The ability to work autonomously as well as collaboratively within a team
A positive attitude and a good sense of humour

About Morgans

Morgans is Australia’s most respected national full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity. For more information, visit www.morgans.com.au.