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Wealth Advisory Graduate

2 months ago

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

We are seeking a highly motivated and enthusiastic Graduate to join our Wealth Advisory team. 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
  • Assist in the preparation of portfolio reviews and client meetings
  • Execute investment trades and assist in the development of client strategies
  • General correspondence and workflow management
About You
  • You have a passion for Wealth Management and Financial Planning
  • You are client-focused and have excellent communication skills
  • You are looking for a fun, collaborative, and engaging workplace
  • You have a high attention to detail and are eager to learn
  • You have recently completed or are soon to complete a relevant degree at an Australian University
About William Buck

At William Buck, we believe in 'Changing Lives' across everything we do, including clients, colleagues, and community. We are a recognised top mid-tier Accounting firm, with over 45 Directors and 250 team members across Sydney and Parramatta. We create opportunities for our people and support their development to ensure bright futures and continued career growth.

What We Offer
  • Clear Career Pathways and Focused Learning and Development Programs
  • Open door policy with one-on-one access to Directors and Senior Leaders
  • Greater client exposure and regular meetings
  • A collaborative, social, and inclusive culture
  • Emphasis on Work Life Balance and Flexible Work Arrangements
  • Focus on Continued Learning & Development at all levels