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Launch Your Career in Wealth Advisory

2 months ago

Sydney, New South Wales, Australia William Buck Full time
About the Role

We are seeking a highly motivated and ambitious graduate to join our Wealth Advisory team as a Graduate Advisor. As a Graduate Advisor, you will have the opportunity to work closely with our experienced Directors and Senior Advisors, developing your skills and knowledge in financial planning and wealth management.

Key Responsibilities
  • Provide exceptional client service and support to our clients, ensuring their needs are met and exceeded.
  • Assist in the preparation of portfolio reviews and attend client meetings to discuss investment strategies and goals.
  • Execute investment trades and assist in the development of client strategies, working closely with our Directors and Senior Advisors.
  • Develop strong relationships with clients, understanding their financial goals and objectives, and providing tailored advice and solutions.
  • Contribute to the growth and success of our Wealth Advisory team, working collaboratively with colleagues to achieve our goals.
About You

We are looking for a graduate with a passion for financial services and a strong desire to learn and develop their skills. As a Graduate Advisor, you will have the opportunity to work in a dynamic and supportive team environment, with access to ongoing training and development opportunities.

  • You have a degree in a relevant field, such as finance, accounting, or business.
  • You have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • You are highly motivated and ambitious, with a strong desire to learn and develop your skills.
  • You are a team player, with the ability to work collaboratively with colleagues to achieve our goals.
About William Buck

At William Buck, we are committed to providing our clients with exceptional service and advice, and to creating a supportive and inclusive work environment for our employees. We are a mid-tier accounting firm with a strong reputation for excellence, and we are looking for talented and motivated individuals to join our team.

  • We offer a comprehensive training program, with ongoing support and development opportunities.
  • We have a strong focus on work-life balance, with flexible working arrangements and a range of employee benefits.
  • We are committed to creating a diverse and inclusive work environment, with opportunities for career growth and development.