Graduate

• Open the door to a diverse career pathway within financial services.
• Sydney CBD based position – close to public transport.
• Full-time and permanent job opportunity in a well-respected and growing business.
• Immediate start required.

About Wilsons Advisory

Wilsons Advisory is a distinguished financial services firm with a history spanning over 125 years. Today, we have significant capabilities in private wealth management, corporate finance, equity research, investment strategy, and institutional sales. We promote a culture that fosters innovation and collaboration while creating an environment that provides respect and support. We are committed to an inclusive and diverse workplace with policies and benefits that support our commitment. We have an aligned leadership team with an ambitious business strategy, which includes a commitment to staff ownership and to creating a path to partnership for our high performers.

The Role

We have a fantastic opportunity for a graduate who has a genuine interest in financial services and would like to gain experience and understanding across all parts of the business. This position provides you with the ability to learn about the financial services industry, collaborate with a wide range of colleagues, build a broad range of essential skills and knowledge, and step into a professional role that includes a range of responsibilities. Working closely with the compliance team, this role will:

• Gain exposure across all parts of the business ranging from private wealth management through to corporate finance, sell-side research, and institutional equities.
• Work on a diverse range of projects that support changes and ways of working across the business.
• Deal with a range of issues that may be raised across the business in relation to projects, compliance, regulatory management, and advice.
• Build strong relationships with the business and support training initiatives.
• Assist with the monitoring of the trading, advice, corporate deal, and research activities that occur across the business.
• Assist in the preparation and presentation of key information through report writing and data gathering.
• Learn about industry regulatory requirements and understand how processes are designed to ensure constant adherence to legislation and regulatory body requirements.

Qualification, Experience and Skills

• A drive and desire to work in a broad, fast-paced role that will provide you with exposure to a wide range of tasks and responsibilities. Adaptability and a solutions-focused approach is required.
• Bachelor's degree in a finance-related discipline is desirable.
• Some understanding and knowledge of the financial markets is desirable.
• Effective written and verbal communication and interpersonal skills.
• An inherent requirement of the position is to be able to confidently and professionally communicate with a broad range of stakeholders in a number of ways (email, phone, and face-to-face).
• Willingness and ability to work under pressure and meet deadlines.
• Initiative-taking and self-directed work style. Able to prioritise, manage workload autonomously, and proactively seek solutions.

Recruitment Process and How to Apply

If you are interested in this role, please apply via LinkedIn and be sure to attach your CV. Alternatively, you may send your CV and any questions about the role to A cover letter is not mandatory; however, we appreciate the addition of this in your application.

The recruitment process will involve a review of applications, followed by phone and in-person interview rounds with shortlisted candidates. Should you be successful in progressing to the next stage of the process, you will be contacted by Wilsons Advisory. Reference and background checking will be conducted for the successful candidate.

Wilsons Advisory is an Equal Employment Opportunity Employer that seeks to provide meaningful opportunities to current and future employees. We actively encourage candidates to apply to this position or to connect with our People and Culture team directly to find out about further career opportunities that may exist.

• Entry level

• Full-time

• Administrative and Finance