Why You'll Love It Here:
With approximately $1 billion in assets under management, you'll play a pivotal role in managing client portfolios and driving positive outcomes. As a senior team member, you'll have the opportunity to mentor and develop junior members while making a tangible impact on our clients' lives.
Our Wealth Advisory division has continued to grow at a remarkable +20% yoy for the past 4 years.
We have a long history of providing 'fee-only', client centric advice.
Working under our own license alongside Partners and Senior Advisors and collaborating with the broader William Buck divisions, you will provide sophisticated, tailored advice for successful business owners, high-level executives, and ultra-high net worth families.
With a strong emphasis on continued learning, including technical training and soft skills development, you'll have the tools and support to continue to develop and achieve your career goals.
What You'll Do: Leading the client relationshipProducing high level and truly complex strategy advice documentsConduct client progressive reviewsDevelop financial strategies across various entitiesCollaborating with broader William Buck division to develop truly impactful client outcomesInvestment analysis, portfolio construction and managementResearching and developing financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protectionMentor and develop more junior team membersEngage in networking and business development activitiesWhat You Need: Degree in Commerce, Economics, or related field5+ years' experience in financial planning/advice, superannuation consulting, or similarPassion for mentoring and inspiring a high-performing teamExceptional client service focusStrong communication, lateral thinking, and problem-solving skillsProficiency in Word, Excel, and XplanBenefits Awaiting You: Flexible working to help you balance work and personal responsibilities.Career enhancement and development opportunities.Salary Continuance insuranceBi-Monthly Colleague LunchDress for your daySocial Club eventsWorking in a vibrant and collegiate culture where you as a person, and your contribution is valuedClear career pathway to Advisor with educational support along the wayProfessional year supportOpportunity to work on UHNW family (office) groups, business owners, executives as well as asset consulting/portfolio management for institutional investorsExtensive in-house training covering investments, tax, structures (Trusts, Companies Partnerships etc), asset protection (using entities not just insurance), as well as the soft skills needed to engage with a client on an advice basis without 'selling'We advise on wealth creation, tax minimisation, superannuation (incl. SMSF specialisation), debt management and recycling, asset protection strategies that encompass far more than just money management and investment, as important as it isReady to join us? Apply today and be part of our fantastic team!
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