Wealth Advisory Graduate

4 days ago


Sydney, New South Wales, Australia William Buck Full time
Unlock Your Potential in Wealth Advisory

Are you a recent university graduate looking to launch your career in financial services? If you're passionate about wealth management and client relationships, we have an exciting opportunity for you to join our team at William Buck.

About the Role

As a Graduate Wealth Advisor, you will work closely with our experienced Directors and Senior Advisors to develop your skills and knowledge in wealth advisory. Your key responsibilities will include:

  • Building strong relationships with clients and providing exceptional service
  • Preparing portfolio reviews and attending client meetings
  • Executing investment trades and assisting in the development of client strategies
  • General correspondence and workflow management

You will have the opportunity to work in a collaborative and supportive team environment, with regular training and development opportunities to help you grow and succeed in your career.

About William Buck

At William Buck, we are committed to 'Changing Lives' across everything we do, including clients, colleagues, and community. We are a recognized leader in the accounting and financial services industry, with a strong reputation for excellence and a passion for innovation.

We offer a range of benefits and opportunities to support your career growth and well-being, including:

  • Clear career pathways and focused learning and development programs
  • Open door policy with access to Directors and Senior Leaders
  • Greater client exposure and regular training opportunities
  • Collaborative and social team environment
  • Emphasis on work-life balance and flexible work arrangements

We are looking for a motivated and enthusiastic individual who is passionate about wealth management and client relationships. If you are eager to learn and develop your skills in a dynamic and supportive team environment, we encourage you to apply for this exciting opportunity.



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