Financial Services and Wealth Graduate (Rolling Intake)

• Leading Australian Accounting and Advisory Firm 
• Focused Learning and Mentoring by some of Australia’s best Financial Planners
• Fun, Collaborative and Engaged Culture

A little about us:

We’re a leading Australian Accounting and Advisory firm, and we believe in “Changing Lives” across everything we do!

We’re big enough to challenge the Big Banks on the complexity of work, but small enough that you’ll get to work one on one with your Directors, they’ll know your name, celebrate your birthday and take you to lunch in your first week!

We have focused learning and development opportunities, will support further study eg, Master of Financial Planning, and professional year and have monthly investment and client-focused training to ensure your continued development toward becoming an exceptional Financial Advisor. 

We’ve got wonderful people, a collaborative environment, flexible work arrangements, social events, personal training, yoga, monthly drinks and regular team events – and we are looking for people like you!

Check out our Sydney team on our website.

The Opportunity:

This is a role where you really can change your life and that of your family and clients. 

Working within the Wealth Advisory team, you will closely with the Directors and Senior Advisors, and be responsible for the generation of client reviews, portfolio rebalances, wrap applications and investment trades, general client correspondence and workflow management.

You attend client meetings and as you develop, be given your own client portfolio! 

Our team are our biggest asset and we happily invest in their continued learning and development.  We build highly skilled, well-rounded Advisors who also want to be financial project managers at the center of their clients’ financial lives. Our training is intensive technical training but also focuses on developing the soft skills 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 a relevant degree at an Australian University
• You have a passion for Wealth Management / Financial Planning
• You are a team player
• You are thorough, have 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!

What you can expect at William Buck:

If you’re a curious thinker and willing to learn, we have a multitude of opportunities awaiting you.

• Focused technical and ‘soft skills training.
• National Interstate William Buck Graduate College.
• Programs and mentorships to develop and grow ‘your’ interests
• Get real hands-on experience, client exposure and  mentoring by Directors and Senior Advisors
• We’ll celebrate you and recognise your achievements and contributions.

Our William Buck people

We have every type of bright mind. We have family people, single people, and happy people. Young, old and in between. We have bike riders, music buffs, runners, movie critics, footballers, winemakers and more. You’ll find lots of friends here, be mentored and guided and be invited to join in our many social, fitness or community groups. 

Your application will remain confidential, and the successful applicant will have Australian permanent residency or unrestricted Australian working Visa rights.