2024/2025 Graduate - Financial Services / Wealth Advisory

at  William Buck NSW

DESCRIPTION:

We are committed to ‘Changing Lives’ through everything we do - for our clients, colleagues, and community!
It’s no secret why we placed 1st in Prosple’s Overall Best Workplace for Graduates in Accounting and Finance and came in 2nd in Australia for Best Graduate Employers in Accounting and Finance, because we have wonderful people, a collaborate environment, hybrid work arrangements and social events to keep you connected!

So, what makes us so great

• Open door policy – 1 on 1 access to Partners & Managers
• You will be included in client meetings, we believe client exposure is essential to 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 networking opportunities
• We link everything we do back to our CARE values!
• We are Accountants, but we aren’t boring! You will learn a lot, you will be challenged, and you will have a lot of fun

A career in Wealth Advisory
Looking for a career that will not only have a positive impact on your life but also on the lives of others? Then it’s time to explore a career in Wealth Advisory!

Working closely with Partners and Senior Advisors, your key responsibilities will involve:

• First point of contact for clients
• Preparation of portfolio reviews for client meetings
• Attending client meetings
• Executing investment trades
• Assisting in the development of client strategies
• General correspondence and workflow management

You will be at the forefront of the client relationship and attend regular meetings – and as you develop, be given your own client list!
Our team is our biggest asset and we continue to invest in and support your career by providing monthly technical training, as well as soft skills and initial client engagement training which will help you develop the skills you need to become a great Advisor.
A little about you
We are looking for talented and enthusiastic graduates or soon to be graduates who want to be challenged, inspired and are ready to carve out their career path. If you are looking to gain exposure across a diverse range of clients and industries, within a fun and collaborative team and you have a genuine interest in Wealth Management/Financial Planning, then this is the role for you!
We are looking for someone with high attention to detail, good listening skills and an eagerness to learn who is studying or has recently completed a Bachelor’s degree in Business, Commerce, Economics or a similar discipline with a major in Accounting.

Benefits

• Flexible working to help you balance work and personal responsibilities.
• Career enhancement and development opportunities.
• Free company provided Salary Continuance insurance
• Bi-Monthly Colleague Lunch
• Dress for your day
• Social Club events
• Working in a vibrant and collegiate culture where you as a person, and your contribution is valued

If this sounds like the right role for you, apply now

• First point of contact for clients
• Preparation of portfolio reviews for client meetings
• Attending client meetings
• Executing investment trades
• Assisting in the development of client strategies
• General correspondence and workflow managemen