- 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
- 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
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Wealth Advisor
1 day ago
William Buck NSW Sydney, Australia**Introduction**: · **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 m ...
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Wealth Advisor
1 day ago
William Buck Sydney, Australia**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 ...
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Wealth Advisor
2 weeks ago
William Buck Sydney, AustraliaJob Category: Banking and Financial Services · 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 m ...
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Financial Divorce Plan, LLC Sydney, AustraliaFinancial advisors play a crucial role in helping individuals and families achieve their financial goals. They provide guidance and expertise in various areas such as investment planning, retirement planning, tax planning, and insurance. However, with so many options available, c ...
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Assistant Associate/dealer Assistant
3 weeks ago
The Andersen Partnership Sydney, AustraliaVery clear career progression plan in place. · - Working with three advisors as they manage their client portfolios. · - Two year commit at this level before moving up the ladder. · This role will provide support to three Financial Advisers as they manage their client portfolios. ...
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Assistant / Associate Advisor
3 weeks ago
William Buck Sydney, Australia**Why you want this role**: · If you're looking for a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from some of the best financial advisors in Australia (check the Top 100), and want to proactive support to continue to develop your c ...
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Assistant / Associate Advisor
3 weeks ago
William Buck Sydney, AustraliaWhy you want this role: · Our Wealth Advisory team is growing (+20% yoy for the last 4 years) and we are looking for an enthusiastic and driven Assistant / Associate Advisor to join our team · If you're looking for a challenging role with broad exposure to all aspects of financia ...
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Assistant / Associate Advisor
3 weeks ago
William Buck NSW Sydney, Australia**Introduction**: · **Why you want this role**: · If you're looking for a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from some of the best financial advisors in Australia (check the Top 100), and want to proactive support to contin ...
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2024/2025 Graduate
1 week ago
William Buck Sydney, AustraliaWork with and be mentored by one of Australia's leading Advisors · Social, Supportive and hybrid team environment · Winner of GradAustralia's Overall Best Workplace in Accounting and Finance · Rated No.2 of Best Accounting and Finance Graduate Employers from GradAustralia · Are y ...
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2024/2025 Graduate
1 week ago
William Buck NSW Sydney, Australia**Introduction**: · - Work with and be mentored by one of Australia's leading Advisors · - Social, Supportive and hybrid team environment · - Winner of GradAustralia's Overall Best Workplace in Accounting and Finance · - Rated No.2 of Best Accounting and Finance Graduate Employer ...
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Associate Advisor
2 weeks ago
William Buck NSW Sydney, Australia**Introduction**: · **Why you want this role**: · If you're looking for a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from some of the best financial advisors in Australia (check the Top 100), and proactive support to continue to de ...
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Assistant Advisor
2 weeks ago
William Buck Sydney, Australia**Why you want this role**: · If you're looking for a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from some of the best financial advisors in Australia (check the Top 100), and proactive support to continue to develop your careerthe ...
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Assistant Advisor
2 weeks ago
William Buck NSW Sydney, Australia**Introduction**: · **Why you want this role**: · If you're looking for a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from some of the best financial advisors in Australia (check the Top 100), and proactive support to continue to de ...
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Associate Advisor
2 weeks ago
William Buck Sydney, Australia**Why you want this role**: · If you're looking for a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from some of the best financial advisors in Australia (check the Top 100), and proactive support to continue to develop your careerthe ...
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Wealth Management
2 weeks ago
Superior People Recruitment Sydney, AustraliaWe are working with a market leading Wealth Management firm who are seeking driven and motivated Wealth Management individuals to join their growing businesses. · - The roles will include the following responsibilities: · - Work with the Advisor to collect and analyse financial a ...
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Associate - Wealth Management
2 weeks ago
Fitzgerald Jenkins Recruitment Sydney, AustraliaTop Tier Clients · - Excellent Career Opportunities · - Wealth Management / Financial Planning Support / Desk Assistant · We are working with a number of market leading Wealth Management firms who seeking driven and motivated individuals to join their growing businesses. · These ...
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Wealth Management
2 weeks ago
Anton Murray Consulting Sydney, AustraliaSydney- Wealth Management- Contract or TemporaryOur client is a Tier 1 Private Wealth Manager seeking a Desk Assistant to join their team for an initial 12-month contract. · Our client provides a full brokerage service to individual clients investing in both domestic and internat ...
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Client Service Account Management
1 week ago
Anton Murray Consulting Sydney, AustraliaSydney- Wealth Management- PermanentOur client is a leading ASX listed FinTech firm servicing the stockbroking and wealth management industry with their automated operations technology. · They are rapidly growing with a strong pipeline of new business and planned overseas expansi ...
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Practice Manager
3 weeks ago
William Buck Sydney, AustraliaOur Wealth Advisory team has been growing at a rapid rate, which has created an opportunity for a Business/Operations Manager to assist with the business operations aspect of the division · This new and exciting role for the business and will ideally suit someone with a financial ...
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Stockbroking Dealers Assistant
2 weeks ago
Anton Murray Consulting Sydney, AustraliaSydney- Wealth Management- PermanentOur client is a leading Australian stockbroker that provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and m ...
Wealth Advisor - Sydney, Australia - William Buck Nsw
Description
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 Directors 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:
What You Need:
Ready to join us? Apply today and be part of our fantastic team