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Wealth Advisor

William Buck
Sydney, Australia
Closing date
Aug 5, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Why You'll Love It Here:

With approximately $1 billion in assets under management, you'll play a pivotal role in managing client portfolios and driving positive outcomes. As a senior team member, you'll have the opportunity to mentor and develop junior members while making a tangible impact on our clients' lives.

Our Wealth Advisory division has continued to grow at a remarkable +20% yoy for the past 4 years.

We have a long history of providing 'fee-only', client centric advice.

Working under our own license alongside Partners and Senior Advisors and collaborating with the broader William Buck divisions, you will provide sophisticated, tailored advice for successful business owners, high-level executives, and ultra-high net worth families.

With a strong emphasis on continued learning, including technical training and soft skills development, you'll have the tools and support to continue to develop and achieve your career goals.

What You'll Do:
  • Leading the client relationship
  • Producing high level and truly complex strategy advice documents
  • Conduct client progressive reviews
  • Develop financial strategies across various entities
  • Collaborating with broader William Buck division to develop truly impactful client outcomes
  • Investment analysis, portfolio construction and management
  • Researching and developing financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protection
  • Mentor and develop more junior team members
  • Engage in networking and business development activities
What You Need:
  • Degree in Commerce, Economics, or related field
  • 5+ years' experience in financial planning/advice, superannuation consulting, or similar
  • Passion for mentoring and inspiring a high-performing team
  • Exceptional client service focus
  • Strong communication, lateral thinking, and problem-solving skills
  • Proficiency in Word, Excel, and Xplan
Ready to join us? Apply today and be part of our fantastic team!

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