Financial Planning Advisor
24 hours ago
About Us:
At William Buck NSW, we're a leading mid-tier Accounting firm with a strong presence in Australia and New Zealand. Our team of over 100 Partners and 1000 team members is dedicated to delivering exceptional client service and making a positive impact in our communities.
We're passionate about 'Changing Lives' through our work, and we're looking for talented individuals to join our team.
About this Opportunity:
We're seeking an enthusiastic and driven Associate Advisor to join our Wealth Advisory team. This is a challenging role that offers broad exposure to all aspects of financial advice and planning, as well as opportunities for career development and growth.
As an Associate Advisor, you'll work closely with our Partners and Senior Advisors to provide sophisticated and tailored advice to successful business owners, high-level executives, and ultra-high net worth families.
Your key responsibilities will include:
- Attending and contributing to new and existing client meetings.
- Leading the client relationship in partnership with a Senior Advisor.
- Developing and producing high-level strategy advice documents.
- Investment analysis, portfolio construction, and management.
- Researching and developing financial strategies across wealth accumulation, investment strategies, balance sheet restructuring, debt management, estate planning, tax minimisation, and asset protection.
- Providing strategic input to the preparation of client review documents.
- Implementing 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.
About You:
- A degree in Commerce, Economics, or a similar discipline is preferred.
- 3+ years' experience working in the industry within financial planning/advice, superannuation consulting, or a technical role is preferable.
- 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.
Benefits Awaiting You:
- Flexible working arrangements 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.
- Personal Training, Yoga, Run Club, and more.
- Working in a vibrant and collegiate culture where you as a person, and your contribution are 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.
-
Financial Planning Advisor
2 weeks ago
Sydney, New South Wales, Australia EBR Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Advisor to join our team at EBR. As a key member of our financial services team, you will be responsible for managing client relationships, providing strategic advice, and delivering exceptional service to our clients.Key ResponsibilitiesDevelop and implement financial plans...
-
Financial Planning Advisor
3 weeks ago
Sydney, New South Wales, Australia EBR Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Advisor to join our team at EBR. As a key member of our financial services team, you will be responsible for providing exceptional client service and delivering high-quality financial solutions to our clients.Key ResponsibilitiesClient Relationship Management: Develop and...
-
Financial Planning Advisor
2 months ago
Sydney, New South Wales, Australia EBR Full timeAbout EBR:EBR is a leading provider of financial planning and advisory services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job Summary:We are seeking a highly skilled and experienced Financial Planning Advisor to join our team. As a Financial Planning Advisor, you will play a critical...
-
Financial Planning Advisor
3 weeks ago
Sydney, New South Wales, Australia EBR Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Advisor to join our team at EBR. As a key member of our financial services team, you will be responsible for managing client relationships, providing strategic advice, and delivering exceptional service to our clients.Key ResponsibilitiesDevelop and implement financial plans...
-
Financial Planning Advisor
2 weeks ago
Sydney, New South Wales, Australia EBR Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Advisor to join our team at EBR. As a key member of our financial services team, you will be responsible for managing client relationships, providing strategic advice, and delivering exceptional service to our clients.Key ResponsibilitiesDevelop and implement financial plans...
-
Financial Planning Advisor
1 month ago
Sydney, New South Wales, Australia William Buck Full timeUnlock Your Potential as a Financial Planning AdvisorAre you looking for a challenging role that offers broad exposure to all aspects of financial advice and planning? Do you want to work with a team of high-performing individuals who provide client-centric advice? If so, we have an exciting opportunity for you!Our Wealth Advisory team is growing rapidly,...
-
Financial Planning Advisor
4 weeks ago
Sydney, New South Wales, Australia William Buck Full timeUnlock Your Potential as a Financial Planning AdvisorAre you looking for a challenging role that offers broad exposure to all aspects of financial advice and planning? Do you want to work with a team of high-performing individuals who provide client-centric advice? If so, we have an exciting opportunity for you!Our Wealth Advisory team is growing rapidly,...
-
Financial Planning Advisor
24 hours ago
Sydney, New South Wales, Australia William Buck Full timeAbout the Role:We are seeking a highly motivated and driven Associate Advisor to join our Wealth Advisory team at William Buck. As a key member of our team, you will be responsible for providing sophisticated and tailored advice to successful business owners, high-level executives, and ultra-high net worth families.Key Responsibilities:Attending and...
-
Financial Planning Advisor
7 days ago
Sydney, New South Wales, Australia William Buck Nsw Full timeAbout Us:We're a leading mid-tier Accounting firm in Australia and New Zealand, with over 100 Partners and 1000 team members.We believe in 'Changing Lives' across everything we do - clients, colleagues, and community.We have a collaborative environment, hybrid work arrangements, and social events to keep you connected.About this Opportunity:This role offers...
-
Financial Planning Advisor
2 weeks ago
Sydney, New South Wales, Australia EBR Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Advisor to join our team at EBR. As a key member of our financial services team, you will be responsible for managing client relationships, providing strategic advice, and delivering exceptional service to our clients.Key ResponsibilitiesDevelop and implement financial plans...
-
Financial Planning Advisor
7 days ago
Sydney, New South Wales, Australia William Buck Full timeAbout the Role:William Buck is seeking a highly motivated and driven Associate Advisor to join our Wealth Advisory team. As a key member of our team, 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.Key...
-
Financial Planning Advisor
1 month ago
Sydney, New South Wales, Australia William Buck Nsw Full timeAbout UsWe're a leading mid-tier Accounting firm in Australia and New Zealand, with a strong presence across the region.We're committed to 'Changing Lives' through our work with clients, colleagues, and the community.We offer a collaborative environment, hybrid work arrangements, and social events to foster connections among our team members.About This...
-
Financial Planning Advisor
1 month ago
Sydney, New South Wales, Australia William Buck Nsw Full timeAbout Us: At William Buck NSW, we're a leading mid-tier Accounting firm with a strong presence in Australia and New Zealand. Our team of over 100 Partners and 1000 team members is dedicated to delivering exceptional client service and expertise. We're passionate about 'Changing Lives' through our work, and we're looking for talented individuals to join our...
-
Financial Planning Advisor
1 month ago
Sydney, New South Wales, Australia William Buck Nsw Full timeAbout Us:At William Buck NSW, we're a leading mid-tier Accounting firm with a strong presence in Australia and New Zealand. Our team of over 100 Partners and 1000 team members is dedicated to delivering exceptional client service and making a positive impact in our communities.We're passionate about 'Changing Lives' through our work, and we're looking for...
-
Financial Planning Advisor
3 weeks ago
Sydney, New South Wales, Australia William Buck Nsw Full timeAbout Us:At William Buck NSW, we're a leading mid-tier Accounting firm with a strong presence in Australia and New Zealand. Our team of over 100 Partners and 1000 team members is dedicated to delivering exceptional client service and making a positive impact in our communities.We're passionate about 'Changing Lives' through our work, and we're looking for...
-
Financial Planning Advisor
2 weeks ago
Sydney, New South Wales, Australia William Buck Nsw Full timeAbout Us:At William Buck NSW, we're a leading mid-tier Accounting firm with a strong presence in Australia and New Zealand. Our team of over 100 Partners and 1000 team members is dedicated to delivering exceptional client service and making a positive impact in our communities.We're passionate about 'Changing Lives' through our work, and we're looking for...
-
Financial Planning Specialist
1 week ago
Sydney, New South Wales, Australia Insignia Financial Full timeUnlock Your Potential as a Financial Planning SpecialistAre you passionate about helping people achieve their financial goals? Do you have a knack for providing exceptional customer service and technical support? We're seeking a skilled Financial Planning Specialist to join our team at Insignia Financial.About the RoleAs a Financial Planning Specialist, you...
-
Senior Financial Planning Advisor
24 hours ago
Sydney, New South Wales, Australia EBR Full timeKey Responsibilities:Develop and maintain strong relationships with clients, serving as their primary point of contact for inquiries and concerns.Collaborate with senior advisors and directors to attend client meetings, present solutions, and drive business growth.Contribute to the creation of complex strategic plans, including SOAs, to meet client...
-
Financial Advisor
3 weeks ago
Sydney, New South Wales, Australia William Buck Full timeJoin Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at William Buck. As a Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.About the RoleThis is a challenging and rewarding role that...
-
Financial Planning Associate
2 weeks ago
Sydney, New South Wales, Australia EBR Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Associate to join our team at EBR. As a key member of our advisory team, you will play a critical role in providing exceptional client service and supporting the delivery of high-quality financial planning solutions.Key ResponsibilitiesClient Engagement: Attend meetings with...