Financial Planning Advisor

7 days ago

Sydney, New South Wales, Australia William Buck Full time

About 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 Responsibilities:

  • 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 restructuring, debt management, estate planning, tax minimization, 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

Requirements:

  • A degree in Commerce, Economics, or a 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

What We Offer:

  • 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

How to Apply:

Click on the link to apply today.

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