Senior Wealth Strategist
2 weeks ago
About the Role:
We are seeking a highly skilled Senior Wealth Strategist to join our Wealth Advisory division at William Buck. As a key member of our team, you will play a pivotal role in managing client portfolios and driving positive outcomes.
Key Responsibilities:
- Leading the client relationship and developing financial strategies across various entities
- Producing high-level and complex strategy advice documents
- Conducting client progressive reviews and collaborating with the broader William Buck division to develop impactful client outcomes
- Investment analysis, portfolio construction, and management
- Mentor and develop more junior team members
- Engage in networking and business development activities
Requirements:
- Degree in Commerce, Economics, or related field
- 5+ years' experience in financial planning/advice, superannuation consulting, or similar
- Passion for mentoring and inspiring a high-performing team
- Exceptional client service focus
- Strong communication, lateral thinking, and problem-solving skills
- Proficiency in Word, Excel, and Xplan
About William Buck:
William Buck is a leading financial services firm with a long history of providing 'fee-only', client-centric advice. Our Wealth Advisory division has continued to grow at a remarkable +20% yoy for the past 4 years.
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