Wealth Advisor

4 months ago

Sydney, Australia William Buck 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
**Benefits Awaiting You**:
Flexible working to help you balance work and personal responsibilities.
Career enhancement and development opportunities.
Salary Continuance insurance
Bi-Monthly Colleague Lunch
Dress for your day
Social Club events
Working in a vibrant and collegiate culture where you as a person, and your contribution is valued
Clear career pathway to Advisor with educational support along the way
Professional year support
Opportunity to work on UHNW family (office) groups, business owners, executives as well as asset consulting/portfolio management for institutional investors
Extensive in-house training covering investments, tax, structures (Trusts, Companies Partnerships etc), asset protection (using entities not just insurance), as well as the soft skills needed to engage with a client on an advice basis without ‘selling’
We advise on wealth creation, tax minimisation, superannuation (incl. SMSF specialisation), debt management and recycling, asset protection strategies that encompass far more than just money management and investment, as important as it is

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