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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 client meetings, ensuring accurate and timely delivery.
  • Attend client meetings and provide clear and concise advice on investment strategies and financial planning.
  • Execute investment trades and assist in the development of client strategies, ensuring alignment with our clients' goals and objectives.
  • Manage client correspondence and workflow, ensuring timely and efficient delivery.
About You

We are looking for a graduate who is passionate about wealth management and financial planning, with a strong desire to learn and develop their skills. You will be a team player, with excellent communication and interpersonal skills, and a strong attention to detail.

About William Buck

At William Buck, we are committed to providing our clients with exceptional service and advice, and our team is dedicated to supporting our clients' goals and objectives. We are a dynamic and innovative firm, with a strong focus on professional development and career growth.

What We Offer
  • A comprehensive training program, including technical training, soft skills training, and initial client engagement training.
  • A collaborative and supportive team environment, with opportunities for career growth and development.
  • A competitive salary and benefits package, including salary continuance insurance and flexible work arrangements.
  • A fun and engaging workplace culture, with regular social events and team-building activities.