Financial Services Professional
7 days ago
We are committed to delivering exceptional results for our clients through a collaborative approach that fosters growth, innovation, and community involvement.
As a graduate wealth management advisor with William Buck, you will be at the forefront of providing high-quality service and support to our clients, working closely with experienced partners and senior advisors to develop client strategies and execute investment trades.
Your key responsibilities will include preparing portfolio reviews for client meetings, assisting in the development of client strategies, executing investment trades, and general correspondence and workflow management.
You will have the opportunity to work in a vibrant and collegiate culture where you as a person, and your contribution are valued.
Career Enhancement Opportunities
- Focused learning and development programs including national Graduate College, monthly tax training, CA support, and virtual study sessions
- Clear career pathways with opportunities for advancement and professional growth
- Regular feedback and coaching from experienced partners and senior advisors
About You
We are looking for talented and enthusiastic graduates or soon to be graduates who want to be challenged, inspired and are ready to carve out their career path. If you are looking to gain exposure across a diverse range of clients and industries, within a fun and collaborative team, and you have a genuine interest in Wealth Management/Financial Planning, then this is the role for you.
We are looking for someone with high attention to detail, good listening skills, and an eagerness to learn who is studying or has recently completed a Bachelor's degree in Business, Commerce, Economics, or a similar discipline with a major in Finance.
Benefits
- Flexible working arrangements to help you balance work and personal responsibilities
- Free company provided Salary Continuance insurance
- Bi-Monthly Colleague Lunch
- Dress for your day
-
Financial Services Professional
4 days ago
Sydney, New South Wales, Australia CommBank Full timeAbout UsAt CommBank, we pride ourselves on being a leader in the financial services industry. Our Technology Finance team plays a critical role in supporting the Group's strategy of building tomorrow's bank today for our customers.We are looking for a talented Financial Services Professional to join our team and contribute to delivering current and future...
-
Financial Services Professional
4 days ago
Sydney, New South Wales, Australia Wilsons Advisory Full timeAbout Wilsons AdvisoryWe are a distinguished financial services firm with a history spanning over 125 years. Our capabilities in private wealth management, corporate finance, equity research, investment strategy, and institutional sales enable us to deliver innovative solutions to our clients. We promote a culture that fosters innovation and collaboration...
-
Client Service Professional
6 days ago
Sydney, New South Wales, Australia Feel Good Financial Planning Full timeCompany OverviewFeel Good Financial Planning is a rapidly growing firm that prioritizes delivering exceptional client experiences and fostering strong relationships. Our team of experts provides personalized financial planning services to individuals, ensuring they achieve their goals and enjoy peace of mind.
-
Financial Services Professional
17 hours ago
Sydney, New South Wales, Australia MYM Consulting Full timeAbout MYM ConsultingMYM Consulting is a leading organisation that helps C-level executives within financial & professional services deliver on projects and fill knowledge gaps by providing resources through insights, surveys and conversations with subject matter experts.We are technology driven and offer a vibrant, fun environment where you can have a...
-
Financial Services Professional
8 hours ago
Sydney, New South Wales, Australia Aon Hewitt Full timeRequired Skills and QualificationsExcellent verbal and written communication and presentation skills.Strong people skills, with the ability to engage with colleagues across distinct functions and bring people together to achieve a result.A curious mind, with strong analytical and critical thinking skills.The Financial Services Professional will also need to...
-
Senior Financial Professional
2 days ago
Sydney, New South Wales, Australia Travelex Foreign Coin Services Limited Full timeAbout Our CompanyTravelex Foreign Coin Services Limited is a leading foreign exchange brand in Australia, with a global presence spanning 20 countries and a team of over 5,000 employees.Our Mission:We believe in creating a collaborative, supportive, and inclusive environment that attracts and nurtures top talent. We foster a culture of change and continuous...
-
Senior Financial Services Professional
15 hours ago
Sydney, New South Wales, Australia Macquarie Bank Limited Full timeFinancial ServicesWe are looking for an experienced Senior Financial Services Professional to join our Market Operations division at Macquarie Asset Management and Macquarie Capital.In this role, you will be responsible for providing financial analysis and insights to support business decision-making.You will work closely with our Deal Management team to...
-
Financial Services Professional
1 day ago
Sydney, New South Wales, Australia deVere Australia Full timeAbout UsdeVere Australia is a leading provider of wealth management services, dedicated to helping individuals achieve their financial goals. Our team of experienced professionals offers expert advice on investment planning, risk management, and retirement planning.We pride ourselves on our commitment to customer satisfaction and strive to deliver...
-
Zylo Financial Services Professional
15 hours ago
Sydney, New South Wales, Australia Zylo Full timeZylo is a well-established financial services company dedicated to delivering exceptional results for our clients. We're seeking a skilled Junior Finance Associate to join our Sydney team and contribute to our success. This is a fantastic opportunity to gain valuable experience and develop your financial planning expertise.In this role, you'll work closely...
-
Financial Services Professional
4 days ago
Sydney, New South Wales, Australia Presentail SA Full timePresentail SA and FIS Global collaborate to create innovative solutions for businesses worldwide.Job DescriptionWe are seeking a skilled professional to fill the position of Practice Manager.This role will involve:Contributing to the development of inclusive and just employment ecosystemsSupporting individuals from diverse backgrounds in their professional...
-
Financial Services Professional
9 hours ago
Sydney, New South Wales, Australia Commonwealth Bank Full timeCompany OverviewThe Commonwealth Bank is a leading financial institution in Australia, providing a wide range of banking and financial services to individuals and businesses.We have been serving our local communities for over 100 years, with market-leading products, services and technology.
-
Hospitality Financial Services Professional
5 days ago
Sydney, New South Wales, Australia 21c Museum Hotels Full timeAs a finance professional working at 21c Museum Hotels, you will be part of a dynamic team responsible for maintaining the financial well-being of our hotel. We are currently seeking a skilled Finance Officer to join our team.In this role, you will manage accounts receivable and payable, general cashiering, and maintain accurate records. To be successful in...
-
Financial Services Professional
3 days ago
Sydney, New South Wales, Australia CMC Markets Full timeClients are at the heart of everything we do at CMC Markets. As a Bilingual Trade Services Associate, you'll be the face of our brand, delivering exceptional service that keeps our clients coming back. With a focus on collaboration and teamwork, you'll work alongside passionate professionals to identify opportunities to enhance the client experience.Your...
-
Financial Services Professional
9 hours ago
Sydney, New South Wales, Australia T+O+M Executive Full timeAbout the RoleWe are partnering with a leading banking institution to recruit an experienced Investor Relations Manager.The successful candidate will be responsible for providing expert analysis of financial results and supporting external disclosures.Key responsibilities include:Developing and refining external disclosures with key stakeholders.Providing...
-
Financial Services Professional
2 days ago
Sydney, New South Wales, Australia Macquarie Bank Limited Full timeAbout the Operational Risk TeamOur Operational Risk Team works to manage the risks of today and anticipate the risks of tomorrow. We operate as an independent and centralised function, responsible for independent and objective review and challenge, oversight, monitoring and reporting in relation to Macquarie's material risks.The RoleWe are seeking a Business...
-
Talent Acquisition Specialist
6 days ago
Sydney, New South Wales, Australia Neilson Financial Services Full timeJoin Neilson Financial Services and shape the future of HR in a rapidly growing organisation.As an HR Operations Lead, you'll drive efficiency, compliance, and employee satisfaction.We're seeking an experienced professional to lead HR operations, develop policies, and ensure compliance with Australian regulations.About Us:Neilson Financial Services is a...
-
Compliance and Efficiency Expert
6 days ago
Sydney, New South Wales, Australia Neilson Financial Services Full timeWe're a rapidly growing organisation with a dynamic culture that values innovation, teamwork, and excellence.As an Talent Acquisition Specialist, you'll play a key role in shaping our HR strategy.We're seeking an experienced professional to join our HR team and contribute to our mission to provide financial security to families across the globe.About...
-
Financial Services Professional
9 hours ago
Sydney, New South Wales, Australia Dimensional Fund Advisors Full timeAbout Us:Dimensional Fund Advisors is committed to being an inclusive workplace for all. Even if you don't match every qualification listed, we encourage you to apply if you're passionate about our mission, values, and goals. If you require reasonable accommodation during the application or interview process, please let us know.Job Summary:We're seeking an...
-
Human Resources Lead
6 days ago
Sydney, New South Wales, Australia Neilson Financial Services Full timeStrategic Talent Acquisition is at the heart of Neilson Financial Services' success.Dive into a dynamic HR role that combines business acumen with people management skills.We're seeking an experienced HR Operations Manager to drive efficiency, compliance, and employee satisfaction in our rapidly growing Australian team.A globally recognised leader in life...
-
Financial Services Professional
2 days ago
Sydney, New South Wales, Australia ANZ Full timeJob DescriptionWe are seeking a Corporate Finance Expert to join our team. As a Corporate Finance Expert, you will work directly with clients, credit risk executives and relationship management to complete the broader credit assessment function and ensure optimal portfolio management. You will be part of a fast-paced and dynamic working environment, working...