Ambitious Graduate Opportunity in Wealth Advisory

1 week ago

Sydney, New South Wales, Australia William Buck Nsw Full time

We are committed to delivering exceptional results and creating a positive impact on our clients', colleagues', and community's lives. Our firm has been recognized for its outstanding workplace culture, placing 1st in Prosple's Overall Best Workplace for Graduates in Accounting and Finance and 2nd in Australia for Best Graduate Employers in Accounting and Finance.

Our team is driven by our CARE values, which guide everything we do. We believe in fostering a collaborative, social, and inclusive environment where everyone feels valued and empowered to grow. Our Graduate College offers clear career pathways and focused learning and development programs, including monthly tax training, CA support, and virtual study sessions.

In this role, you will be part of a dynamic team that delivers high-quality services to our clients. Your key responsibilities will include being the first point of contact for clients, preparing portfolio reviews for client meetings, attending client meetings, executing investment trades, assisting in developing client strategies, and managing general correspondence and workflow.

You will have the opportunity to develop your skills and knowledge through regular training and coaching, ensuring you have the tools and confidence to excel in your role. Our team is passionate about supporting the growth and development of our graduates, providing a comprehensive onboarding program and ongoing mentorship.

We are seeking talented and enthusiastic graduates or soon-to-be graduates who are eager to learn and grow with our organization. If you have a genuine interest in Wealth Management/Financial Planning and possess high attention to detail, good listening skills, and a willingness to learn, we encourage you to apply.

This role offers a competitive salary of $60,000 - $80,000 per annum, depending on experience. You will also enjoy flexible working arrangements, career enhancement opportunities, free company-provided Salary Continuance insurance, bi-monthly colleague lunches, dress-for-your-day policies, and access to social club events.

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