Wealth Advisor: Holistic Financial Strategy & Growth

Williambuck Sa; Adelaide; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Vibrant workplace culture

Mentorship and leadership pathways

Flexible work arrangements

Job summary

William Buck in Adelaide seeks an experienced Financial Advisor to join our Wealth Advisory division. You will provide tailored strategies to a diverse client portfolio, build strong client relationships, and collaborate with experts across William Buck to deliver holistic advice.

Direct reporting to Partners and managing a small team (1–5) enables you to influence growth and strategic direction. The role requires a relevant degree, 5+ years in financial advisory, FASEA qualification, CPD

Qualifications

• Relevant degree in Financial Planning, Commerce, Finance, or Accounting.
• 5+ years in a financial advisory role, ideally in professional services.
• FASEA-qualified and listed on the Financial Advisor Register.
• Evidence of ongoing CPD compliance.
• Proven track record in business development and building strong referral networks.
• Strong knowledge of the industry's compliance obligations and technical aspects.
• Proficiency in Xplan, Wealthsolver, Xtools+, and Risk Researcher.
• Advanced understanding of investments, superannuation, and retirement planning.
• Exceptional communication and interpersonal skills to foster collaborative relationships.
• Highly organised with strong time management and problem-solving abilities.

Responsibilities

• Conduct in-depth client consultations to assess needs, risks, and goals.
• Develop comprehensive strategies across wealth management, superannuation, retirement planning, estate planning, and tax-effective solutions.
• Manage client portfolios to align with financial goals and risk profiles.
• Collaborate with accountants, legal advisers, and other professionals to deliver holistic advice.
• Build client networks within William Buck and externally.
• Attend networking and industry events to stay connected and elevate your expertise.
• Contribute to the division's strategic growth and development.
• Allocate and manage workloads, ensuring operational targets are met.
• Provide mentoring and performance feedback to team members.
• Uphold compliance standards and maintain technical competence through CPD activities.
• Deliver high-quality, clear, and compliant financial advice reports.
• Effectively communicate complex strategies in a manner clients can understand.

Skills

Strong communication

Client relationship building

Business development

Team leadership

Education

Degree in Financial Planning, Commerce, Finance, or Accounting

Tools

Xplan

Wealthsolver

Xtools+

Risk Researcher

Job description

William Buck in Adelaide seeks an experienced Financial Advisor to join our Wealth Advisory division. You will provide tailored strategies to a diverse client portfolio, build strong client relationships, and collaborate with experts across William Buck to deliver holistic advice.

Direct reporting to Partners and managing a small team (1–5) enables you to influence growth and strategic direction. The role requires a relevant degree, 5+ years in financial advisory, FASEA qualification, CPD