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vor 2 Wochen

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Senior Advisor / Senior Financial Advisor – Wealth Advisory Join to apply for the Senior Advisor / Senior Financial Advisor – Wealth Advisory role at William Buck . Posted: 05/01/2026 • Closing Date: 05/02/2026 Job Type: Permanent - Full Time • Location: Sydney • Job Category: Banking and Financial Services Job Description Contribute to shaping the future of the Wealth Advisory division Work directly with UHNW clients on all aspects of financial advice/planning 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 Qualifications 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 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 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 Access to senior investment expertise and research tools such as Bloomberg, Macrobond, Morningstar Direct, and independent consultants Benefits Clear and proven career progression pathways Flexible working to balance work and personal responsibilities Free company‑provided salary continuation insurance In‑House psychologist and extended EAP for you and eligible family members Bi‑Monthly colleague lunches, social club events, run club, and a vibrant collegiate culture Diversity, Equity and Inclusion Statement William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued. About William Buck 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 are made, then come on over to a place that delivers more than just advice. #J-18808-Ljbffr

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