Overview
* Contribute to shaping the future of the Wealth Advisory division
* Work directly with UHNW clients on all aspects of financial advice/planning
* Great culture, great clients and pathway to Partner!
Why Join Us
* Sustained growth: 20% year‐on‐year growth over the past six years, with over $2 billion in assets under management in our Sydney office.
* Clear path to partnership: A clear and supported progression pathway to equity ownership.
* Elite client base: Advise successful business owners, senior executives, and ultra‐high‐net‐worth family groups.
* Collaborative environment: Working under our own license and partnering with other divisions to deliver holistic solutions.
* Professional development: Ongoing technical and soft skills training to support your career goals.
* Leadership opportunity: Mentor and develop junior team members as a senior leader.
* Expert portfolio management support: You'll have direct access to a seasoned Investment Committee and our Chief Economist—formerly Chief Economist at Westpac Business Bank—who will collaborate with you to enhance investment strategies and deliver exceptional client outcomes.
* Superior investment research capability: Gain access to industry‐leading tools including Bloomberg, Macrobond, Morningstar Direct, premier investment research houses, and insights from two independent investment asset consultants to support informed, high‐conviction advice.
Responsibilities
* Lead and manage client relationships.
* Conduct progressive client reviews and develop tailored financial strategies.
* Produce complex strategy advice documents with support from a +20‐person team.
* Oversee investment analysis, portfolio construction, and management.
* Advise on wealth accumulation, estate planning, tax minimisation, and asset protection.
* Collaborate across divisions to project manage clients' financial lives.
* Contribute to business development and networking initiatives.
Qualifications
* A degree in Commerce, Economics, or a related field.
* 5+ years of experience in financial planning or advice.
* A passion for mentoring and developing high‐performing teams.
* Strong client service orientation and communication skills.
* Proficiency in Word, Excel, and Xplan.
Benefits
* Clear and proven career progression pathways
* Flexible working to help you balance work and personal responsibilities.
* Free company provided Salary Continuance insurance.
* In‐House Psychologist.
* Extended EAP to support you and your eligible family members.
* Bi‐Monthly Colleague Lunch.
* Dress for your day.
* Social Club events.
* Fitness Passport, Run Club and more!
* Working in a vibrant and collegiate culture where your contribution is valued.
Diversity, equity and inclusion statement
William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.
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