Graduate: Financial Services & Wealth Strategy - Flexible Work

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

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.