2024 Graduate - Financial Services / Wealth Advisory

2 weeks ago

Sydney, New South Wales, Australia William Buck Full time

Are you a recent accounting graduate looking to launch your career? If you are looking to join a business that values innovation, diversity, and collaboration, William Buck could be the place for you

**A Career in Wealth Advisory**:
Looking for a career that will not only have a positive impact on your own life, but also the lives of your family and friends? Then its time to explore a career in Wealth Advisory.

Working closely with Directors and Senior Advisors, you will be responsible for:
Generation of client reviews
Portfolio rebalances
Investment trades
General client correspondence and workflow management.

You will be front and center of the client relationship, liaising with and attending client meetings - and as you develop, be given your own client portfolio

Our team is our biggest asset and we will continue to invest in and support your career development, by providing intensive technical training, as well as the soft skills needed to engage with clients on advice without 'selling'.

If you are eager to learn, love a challenge and want to develop into the best Advisor you can be, this is the role for you

**A little about you**:
You have recently completed, or soon to complete, a relevant degree at an Australian University
You have a passion for Wealth Management / Financial Planning
You have a high attention to detail, good listening skills and an eagerness to learn
You are client and team focused and looking for a collaborative, fun and engaging workplace

**About William Buck**:
We're recognised as one of Australia's leading mid-tier Accounting firms. In NSW we have 46 Directors and 250 employees across our offices in Sydney CBD and Parramatta.

We placed 1st in Prosple's Overall Best Workplace for Graduates in Accounting and Finance. Yes, we beat all the Big 4 And came in No.2 in Australia for Best Graduate Employers in Accounting and Finance.

**So, what makes us so great as voted by our Graduates**:
Open door policy - one on one access to Directors/Partners

More client exposure - you'll be invited to meetings, this is an important aspect of your learning and development

Clear Career Pathways and Focused Learning and Development Programs - National Graduate College, Monthly Tax Training, CA Support and virtual study sessions

You will be part of a collaborative, social and inclusive culture - we have lots of social events, firm drinks, and regular colleague breakfasts and lunches

Were Accountants, but we arent boring You'll learn lots, be challenged, and you WILL have a lot of fun

We link everything we do back to our CARE values

**Some of our William Buck Benefits**:
Salary Continuance Insurance for all employees

National Graduate Training Conference

Financial Assistance and Study leave for CA Program

Work Life Balance

Hybrid Work Arrangements

Focus on Continued Learning & Development at all levels

Dress for your day

Social Club

Personal Training / Yoga / Run Club / Sporting teams

Mentorship

Cutting-edge Return to Work Incentive for eligible employees

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