Senior Advisor / Senior Financial Advisor - Wealth Advisory

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Description:

• 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!

Are you ready to shape the future of wealth advisory with a firm that values your expertise?

Are you ready to elevate your career in a firm that prioritises client outcomes, professional growth, and meaningful relationships?

We offer a fee-only, client-first model with low advisor-to-client ratios, giving you the space to deliver truly impactful advice.

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 employee has a tangible impact.

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.

What your day might look like:

• 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.

What makes you 'just right':

• 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.

What makes us ‘just right’:

• 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.

More about us:
William Buck is a leading network of Chartered Accountants and business advisors, established in 1895, with over 140 partners and 1,100 professional staff across 10 offices in Australia and New Zealand, focusing on deeply understanding clients’ needs and tailoring solutions that go beyond traditional accounting and advisory services.

If you want to join a company where friendships are forged and careers made, then come on over to a place that's delivering more than just advice.

Diversity, equity and inclusion statement:
William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.