Senior Wealth Strategist

2 weeks ago


Sydney, New South Wales, Australia William Buck Full time

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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