Graduate - Financial Services

William Buck NSW; Sydney; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible working

Career development

Salary continuance insurance

Bi-Monthly lunches

Dress for your day

Collaborative culture

Job summary

William Buck NSW is seeking a Graduate to join our Banking and Financial Services team, with a mid‑2026 or early 2027 start. You will guide clients toward securing their financial futures by offering tailored strategies to achieve investment, retirement and wealth goals.

You will work closely with Partners and Senior Advisors, gaining exposure to a diverse client base while receiving monthly technical and soft skills training to support your development as a future Advisor.

Qualifications

• You are detail oriented, eager to learn and ready to take on new challenges.
• You are excited to gain exposure to a diverse range of clients and industries.
• You’re comfortable working independently but also communicate effectively and work well in a collaborative team.

Responsibilities

• Be the first point of contact for clients.
• Prepare portfolio reviews for client meetings.
• Execute investment trades.
• Assist in developing client strategies.
• Manage general correspondence and workflow.

Skills

Client communication

Attention to detail

Learner mindset

Team collaboration

Education

Bachelor's degree in Business/Commerce with Finance major

Job description

Job Category: Banking and Financial Services

Job Description

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.

William Buck is the perfect place to start, grow or take your career to the next level. Be part of a dynamic team that prides itself on delivering advice that makes a difference.

Description of the role: We’re seeking a Graduate to join our team, with opportunities available for a mid‑year 2026 start as well as early 2027 commencement. Candidates graduating in 2026 are encouraged to apply.

In this role you’ll guide individuals towards securing their financial futures. By offering tailored strategies, you’ll help clients achieve their investment, retirement, and wealth management goals while making a meaningful impact on their lives.

We are thrilled to be ranked as Prosple’s #1 Graduate Employer in the Accounting and Advisory sector for 2025!
Additionally, we are proud to have placed in the Top 100 Graduate Employers list for 2025.

What makes you ‘just right’:

• You have completed/are completing a Bachelor’s degree in Business, Commerce, Economics or a similar discipline with a major in Finance.
• You’re detail oriented, eager to learn and ready to take on new challenges
• You are excited to gain exposure to a diverse range of clients and industries
• You’re comfortable working independently but also communicate effectively and work well in a collaborative team

What your day might look like:

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

• Being the first point of contact for clients
• Preparation of portfolio reviews for 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 providingmonthly 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.

What makes us ‘just right’:

• Open door policy – 1 on 1 access toPartners & 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, support in post-graduate study and virtual study sessions
• You will be part of acollaborative, social and inclusive culture- we have lots of social events, firm drinks, and regular colleague networking opportunities
• We are an accounting firm, but we aren't boring! Youwilllearn a lot, youwillbe challenged, and youwillhave a lot of fun

Additional 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 policy
• Working in a vibrant and collegiate culture where you as a person, and 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.

Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you may require any special accommodations in order to participate fully in our recruitment process.