Graduate - Financial Services / Wealth Advisory

1 week ago


Sydney, New South Wales, Australia William Buck Full time
Winner of GradAustralia's Overall Best Workplace in Accounting and Finance
Rated No.2 of Best Accounting and Finance Graduate Employers from GradAustralia

Are you a recent accounting graduate looking to launch your career? If you are looking to join a business that values innovation, diversity, and collaboration, William Buck could be place for you

A career in Wealth Advisory:


Looking for a career that will not only have a positive impact on your own life, but also the lives of your family and friends? Then its time to explore a career in Wealth Advisory.

Working closely with Directors and Senior Advisors, you will be responsible for:
Generation of client reviews
P ortfolio rebalances
Investment trades
General client correspondence and workflow management.

You will be front and centre of the client relationship, liaising with and attending client meetings - and as you develop, be given your own client portfolio


Our team is our biggest asset and we will continue to invest in and support your career development, by providing intensive technical training, as well as the soft skills needed to engage with clients on advice without 'selling'.

If you are eager to learn, love a challenge and want to develop into the best Advisor you can be, this is the role for you

A little about you:

You have recently completed, or soon to complete, a relevant degree at an Australian University
You have a passion for Wealth Management / Financial Planning
You have a high attention to detail, good listening skills and an eagerness to learn
You are client and team focused and looking for a collaborative, fun and engaging workplace

About William Buck:

We're recognised as one of Australia's leading mid-tier Accounting firms. In NSW we have an office in Sydney CBD and Parramatta and boast 40 Directors and over 250 employees

We just won GradAustralia's Overall Best Workplace for Graduates in Accounting and Finance.

Yes, we beat all the Big 4 And came in No.2 in Australia for Best Graduate Employers in Accounting and Finance.


So, what makes us so great, as voted by our Graduates:
Open door policy - one on one access to Directors/Partners

More client exposure - you'll be invited to meetings, this is an important aspect of your learning and development

Clear Career Pathways and Focused Learning and Development Programs - National Graduate College, Monthly Tax Training, CA Support and virtual study sessions

You will be part of a collaborative, social and inclusive culture - we have lots of social events, firm drinks, and regular colleague breakfasts and lunches

Were Accountants, but we arent boring You'll learn lots, be challenged, and you WILL have a lot of fun

We link everything we do back to our CARE values

A few of our Benefits:

Hybrid Working Arrangements

Career development opportunities

Access to an In-house psychologist

Dress for your day

Daily fresh fruit and biscuits provided

Social Club events and activities

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