Senior Advisor - Wealth Advisory

Benefits
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Full job description
Are you ready to shape the future of wealth advisory with a firm that values your expertise?

Are you ready to elevate your career in a firm that prioritises client outcomes, professional growth, and meaningful relationships?

We offer a fee-only, client-first model with low advisor-to-client ratios, giving you the space to deliver truly impactful advice.

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.

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 clear and 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.

Expert portfolio management support: You’ll have direct access to a seasoned Investment Committee and our Chief Economist—formerly Chief Economist at Westpac Business Bank—who will collaborate with you to enhance investment strategies and deliver exceptional client outcomes.

Superior investment research capability: Gain access to industry-leading tools including Bloomberg, Macrobond, Morningstar Direct, premier investment research houses, and insights from two independent investment asset consultants to support informed, high-conviction advice.