Advisor - Wealth Advisory

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Description:
William Buck, more than advisors: We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That's why at William Buck, we've created what we like to call the 'Goldilocks' model – a top ten performing business that's just the right size to ensure every person has a genuine voice, can make a meaningful impact, and build strong relationships across the business.

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, investment 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: Direct access to a seasoned Investment Committee and our Chief Economist, formerly the Chief Economist at Westpac Business Bank, who will collaborate with you to enhance investment strategies and deliver exceptional client outcomes.

Superior investment research capability: Utilise industry-leading tools including Bloomberg, Macrobond, Morningstar Direct, premier investment research houses, and insights from two independent asset consultants to support informed, high-conviction investment advice.

What your day might look like:
Lead and manage client relationships, delivering exceptional advice and service outcomes
Conduct progressive client reviews and develop tailored financial solutions
Prepare and deliver complex financial advice strategies, supported by a multidisciplinary team of more than 20 specialists
Oversee investment analysis, portfolio construction, and asset management
Advise on wealth accumulation, estate planning, tax minimisation, and asset protection
Collaborate with specialists across the firm to coordinate and project manage all aspects of clients' financial affairs
Contribute to business growth through networking, relationship management, and business development initiatives

What makes you 'just right':
A degree in Commerce, Economics, Finance, or a related discipline
At least 5 years' experience in financial planning, wealth management, or a similar advisory environment
A demonstrated passion for mentoring, coaching, and developing high-performing teams
Exceptional client relationship skills, with strong written and verbal communication abilities
Advanced proficiency in Microsoft Office applications and Xplan

The William Buck Difference:
We're proud to be an independent, privately owned and a self-licensed firm where people genuinely enjoy coming to work. We foster a collegiate, high-performance culture that values collaboration, innovation, and individual contribution, while providing the flexibility and support needed to thrive both professionally and personally.

Our benefits include:

• Clear and proven career progression pathways
• Flexible working arrangements to help balance work and personal responsibilities
• Industry-leading Return to Work incentive for primary carers
• Company-funded Salary Continuance Insurance
• Access to an In-House Psychologist and an extended Employee Assistance Program (EAP) for you and your eligible family members
• "Dress for Your Day" approach to workplace attire
• Bi-monthly colleague lunches, Social Club events, and Run Club initiatives that support our vibrant team culture
• Discounted gym memberships and a range of wellbeing initiatives
• A supportive, collaborative environment where your contribution is recognised and valued

At William Buck, you'll be part of a team that is committed to exceptional client outcomes while investing in the success, wellbeing, and development of its people.

More about us:
William Buck is a leading network of Chartered Accountants and business advisers, established in 1895, with more than 140 Partners and 1,100 professionals across 10 offices in Australia and New Zealand. We pride ourselves on understanding our clients' ambitions and delivering tailored solutions that go beyond traditional accounting and advisory services.

If you're looking to build a rewarding career in a firm where strong relationships, meaningful work, and genuine opportunities for growth come together, join a team that's committed to delivering more than just advice.

Diversity, equity and inclusion statement:
At William Buck, we are committed to fostering an inclusive and equitable workplace where diverse perspectives are valued, everyone feels a sense of belonging, and all individuals have the opportunity to thrive.