Associate Advisor

2 weeks ago

Sydney, Australia William Buck NSW Full time

**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 develop your careerthen this is the perfect role for you

Our Wealth Advisory team is growing (+20% yoy for the last 4 years) and we are looking for an enthusiastic and driven Associate Advisor to join our team

You will be joining an outstanding team of high performing individuals with a long history of providing 'fee-only', client centric advice.

Under our own license, you will work closely with our Directors and Senior Advisors, to provide sophisticated and tailored advice to successful business owners, high level executives and ultra-high net worth families.

**Highlights you need to know**:
Clear career pathway to Advisor with educational support along the way
Professional year support
Collegiate, client centric advice culture - not a sales culture
Opportunity to work on UHNW family (office) groups, business owners, executives as well as asset consulting/portfolio management for institutional investors
We have a proven track record of developing talented individuals into high-quality Advisors
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.

**What you'll get involved with**:
Attending and contributing to new and existing client meetings
Leading the client relationship in partnership with a Senior Advisor
Working with Directors/Senior Advisors to develop and produce high level and truly complex strategy advice documents
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
Providing strategic input to the preparation of client review documents
Implementation of client recommendations, including portfolio trading, to bring a strategy to life
Attending to client queries and liaising with other professionals to deliver great client outcomes

**We are looking for an individual who has**:

- A degree in Commerce, Economics, or similar discipline preferred
- 3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable
- A desire to invest in themselves as much as we will invest in them - which is a lot
- Exceptional client service focus and excellent written and verbal communication skills
- Exceptional lateral thinking and problem-solving skills
- Strong Word, Excel and analytical skills
- Personable and good fun people who want to build their careers with us

**A few Benefits waiting on your arrival**:

- Hybrid Working Arrangements - 2 days from home
- Salary Continuance Insurance for all employees
- Genuine career development opportunities
- Access to an In-house psychologist - for personal, professional or career coaching discussions
- Bi-Monthly Colleague Lunch
- Dress for your day
- Social Club events
- Personal Training, Yoga, Run Club and more
- Mentorship
- Cutting-edge Return to Work Incentive for primary carers

  • Associate Advisor

    1 month ago

    Sydney, Australia William Buck Full time

    **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 careerthen this is the perfect role for you! Our Wealth Advisory team is growing (+20%...

  • Associate Advisor

    1 month ago

    Sydney, Australia William Buck NSW Full time

    **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 develop your careerthen this is the perfect role for you! Our Wealth Advisory team...

  • Associate Advisor

    1 month ago

    Sydney, Australia William Buck Full time

    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 career… then this is the perfect role for you! Our Wealth Advisory team is growing...

  • Advisor Assistant

    1 month ago

    Sydney, Australia GOW Recruitment Full time

    Proactive Office and Excellent Team Environment - Permanent role - $80k to $85k Plus Super plus BONUS This is a great opportunity for a career orientated market professional to join a well-established financial services organisation as an Advisor Assistant Dealing with Ultra high net worth clients and very intelligent colleagues, our client is keen to meet...

  • Assistant Advisor

    1 month ago

    Sydney, Australia William Buck NSW Full time

    **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 develop your careerthen this is the perfect role for you! Our Wealth Advisory team...

  • Assistant Advisor

    1 month ago

    Sydney, Australia William Buck Full time

    **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 careerthen this is the perfect role for you! Our Wealth Advisory team is growing (+20%...

  • Associate Advisor

    4 hours ago

    Sydney, Australia Profusion Group Full time

    The Associate Adviser is essential in supporting the smooth development and implementation of client strategies, ensuring thorough documentation and compliance.Responsibilities: Assist Lead Advisers in managing their workload to ensure client and potential client expectations are not only met but exceeded. Work closely with Lead Advisers to devise...

  • Investment Associate

    1 month ago

    Sydney, Australia The Green Recruitment Company Full time

    Posted 15 April 2024 Salary Competitive Salary (DOE) LocationSydney Job type Permanent Discipline Energy, ESG & Green Tech Finance ReferenceMR-IA-15APR24 Contact NameMegan Rickett **Job title**: Investment Associate **Location**: Sydney, New South Wales, Australia (Hybrid) TGRC is looking for an ambitious Investment Associate to join a leading...

  • HR Advisor

    4 weeks ago

    Sydney, Australia Strike 1 Recruitment Pty Ltd Full time

    Fantastic opportunity to join a National FMCG business to provide advice and guidance across the full HR Advisor. **Responsibilities**: Recording of Superannuation and knowledge of associated schemes. Determining payroll liabilities by calculating employee federal and state income, social security taxes, employer’s social security, unemployment, and...

  • Lending Associate

    4 weeks ago

    Sydney, Australia Bank of Queensland Full time

    **About the Role** BOQ’s Lending Associates are customer-centric, thrive on building lasting relationships and are motivated by being a trusted home lending advisor to our customers! Reporting to the Branch Manager, your role as Lending Associate will be to support the branch in achieving its lending growth objectives by helping new and existing customers...

  • Safety Advisor

    4 weeks ago

    Sydney, New South Wales, Australia Randstad Australia Full time

    Are you passionate about promoting a safe work environment? Do you have a keen eye for identifying potential hazards and implementing effective safety measures? Join one of NSW leading building contractors as a Safety Advisor Western Sydney. As a Safety Advisor, you will play a crucial role in ensuring the safety and well being of the employees, clients, and...

  • HR Advisor

    4 weeks ago

    Sydney, Australia Strike 1 Recruitment Pty Ltd Full time

    Fantastic opportunity to join a National FMCG business to provide advice and guidance across the full HR Advisor. **Responsibilities**: Recording of Superannuation and knowledge of associated schemes. Determining payroll liabilities by calculating employee federal and state income, social security taxes, employer’s social security, unemployment, and...

  • Care Advisor

    1 month ago

    Sydney, Australia u&u Recruitment Partners Full time

    A leading organisation in the aged care sector, dedicated to providing exceptional services and support to seniors. We are currently seeking a dynamic and compassionate Care Advisor to join their team on full time permanent basis. If you have a passion for making a positive impact on the lives of older adults and possess strong communication and...

  • Private Equity Associate

    4 weeks ago

    Sydney, Australia Urbane Recruitment Full time

    Sydney NSW**Full time** - Exposure to the full investment cycle - Focus on Australian and international growth companies - Long established brand and investment strategy **This ASX listed investment company are looking to attract an experienced Associate to join the Private Equity team during an exciting period of growth and opportunity. With a long and...

  • Associate, Client Growth

    1 month ago

    Sydney, Australia Guidepoint Full time

    Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings...

  • Credit Advisor

    4 weeks ago

    Sydney, Australia Vero Insurance Full time

    Jobs - Job Details - Credit Advisor Careers at Suncorp Take the next step. Be part of something bigger at Suncorp. Credit Advisor Job No: 670960 Sydney - Inner Suburbs & CBD, Brisbane - Inner Suburbs & CBD, Various Permanent Full Time Analyst, Insurance Pay Band 5 Work in a high-performing collaborative team of 6Hybrid working environmentSupport the...

  • Investor Services Associate Contact Centre

    4 weeks ago

    Sydney, Australia Apex Group Full time

    Investor Services Associate Contact Centre Location: Sydney, Australia Date Posted: Feb 24, 2023 **Description** **About the role**: **Responsibilities**: The role duties and responsibilities will include but not limited to the following: - Effectively manage inbound and outbound calls for a portfolio of funds on various clients. - Provide outstanding...

  • Environment and Stakeholder Advisor

    4 weeks ago

    Sydney, Australia Boral Construction Materials Full time

    Environment and Stakeholder Advisor **Division**: Boral Constr Mat Limited **Department**: OVERHEAD CMC **Work type**: Permanent - full time **Location**: Sydney, Southern Highlands & Snowy **Your next opportunity** As a result of an internal promotion, an opportunity exists for a site based Environment and Stakeholder Advisor to coordinate the...

  • Associate, Client Growth

    1 month ago

    Sydney, Australia Guidepoint Full time

    : Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings...

  • Equity Capital Markets Associate

    4 weeks ago

    Sydney, Australia Anton Murray Consulting Full time

    SydneyInvestment BankingPermanentOur client is a leading institutional equities broking and advisory firm seeking an experienced Associate reporting into the Head of ECM.Ideal backgrounds will be candidates with 3-6 years’ relevant experience post University coming from other corporate finance firms, big 4 chartered accounting deal teams, or capital...