Associate Advisor
at William Buck NSW
Sydney, New South Wales, Australia -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 04 Aug, 2024 | Not Specified | 06 May, 2024 | 3 year(s) or above | Good communication skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
ABOUT US:
We’re recognised as one of Australia’s leading mid-tier Accounting firms, with over 100 Directors and 1000 team members across Australia and New Zealand.
We believe in ‘Changing Lives’ across everything we do - clients, colleagues, and community!
We have wonderful people, a collaborative environment, hybrid work arrangements, and social events to keep you connected – and we are looking for more wonderful people to join us!
ABOUT THIS OPPORTUNITY:
If you’re looking for a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from some of the best financial advisors in Australia (check the Top 100!), and proactive support to continue to develop your career… then this is the perfect role for you!
Our Wealth Advisory team is growing (+20% yoy for the last 4 years) and we are looking for an enthusiastic and driven Assistant / Associate Advisor to join our team!
You will be joining an outstanding team of high performing individuals with a long history of providing ‘fee-only’, client centric advice.
Under our own license, you will work closely with our Directors and Senior Advisors, to provide sophisticated and tailored advice to successful business owners, high level executives and ultra-high net worth families.
Responsibilities:
- Attend and contribute to new and existing client meetings.
- Lead the client relationship in partnership with a Senior Advisor.
- Work with Directors/Senior Advisors to develop and produce high level and truly complex strategy advice documents.
- Investment analysis, portfolio construction and management.
- Research and develop financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protection.
- Provide strategic input to the preparation of client review documents.
- Implementation of client recommendations, including portfolio trading, to bring a strategy to life.
- Attend to client queries and liaising with other professionals to deliver great client outcomes.
REQUIREMENT SUMMARY
Min:3.0Max:8.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Sydney NSW, Australia
