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Associate Advisor

2 months ago

Sydney, New South Wales, Australia William Buck Full time

About William Buck

William Buck is a leading financial services firm that provides expert advice to high net worth individuals, business owners, and executives. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through tailored advice and strategic planning.

Role Overview

We are seeking a highly motivated and driven Associate Advisor to join our Wealth Advisory team. As an Associate Advisor, you will work closely with our Directors and Senior Advisors to provide sophisticated and tailored advice to our clients.

Key Responsibilities

  • Attend and contribute to new and existing client meetings
  • Lead the client relationship in partnership with a Senior Advisor
  • Work with Directors/Senior Advisors to develop and produce high-level and truly complex strategy advice documents
  • Investment analysis, portfolio construction, and management
  • Research and develop financial strategies across wealth accumulation, investment strategies, balance sheet restructuring, debt management, estate planning, tax minimization, and asset protection
  • Provide strategic input to the preparation of client review documents
  • Implementation of client recommendations, including portfolio trading, to bring a strategy to life
  • Attend to client queries and liaise with other professionals to deliver great client outcomes

Requirements

  • A degree in Commerce, Economics, or a similar discipline preferred
  • 3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role, or accounting is preferable
  • A desire to invest in themselves as much as we will invest in them - which is a lot
  • Exceptional client service focus and excellent written and verbal communication skills
  • Exceptional lateral thinking and problem-solving skills
  • Strong Word, Excel, and analytical skills
  • Personable and good fun people who want to build their careers with us

What We Offer

  • Hybrid Working Arrangements - 2 days from home
  • Salary Continuance Insurance for all employees
  • Genuine career development opportunities
  • Access to an In-house psychologist - for personal, professional, or career coaching discussions
  • Bi-Monthly Colleague Lunch
  • Dress for your day
  • Social Club events
  • Personal Training, Yoga, Run Club, and more
  • Mentorship
  • Cutting-edge Return to Work Incentive for primary carers