In-Demand financial advisor Jobs in greater adelaide sa

Financial Advisor
William Buck SA —Greater Adelaide SA
- Full-time
- Finance
- Business development
- Business
Quick Apply
Senior Financial Analyst - JV Governance
Beach Energy —Greater Adelaide SA
- Communication skills
- Health insurance
- Parental leave
Senior Financial Planning and Analysis Manager
Senior Leadership —Adelaide SA
- No degree
- Parental leave
- Employee assistance program
Personal Banking Advisor - Newton Village, SA
Westpac —Newton SA
- Part-time
- Sales
- Customer service
- Cash handling
13d
HR Officer
Lai Switchboards Australia —Ferryden Park SA
- $85,000 - $95,000 a year
- Overtime
- Human resources
- Organisational skills
- In-person
- Paid training
- Employee assistance program
Quick Apply
1d
Expressions of Interest - Service Advisor
Commercial Motor Vehicles Pty Ltd. —Cheltenham SA
- Full-time
- Employee assistance program
Quick Apply
6d
Lending Specialist - 111 St Georges Tce
Bank of Queensland —St Georges SA
- Full-time
- Analysis skills
- Parental leave
- Employee assistance program
Travel Advisor - North Adelaide, SA
Travel Associates —North Adelaide SA
- $75,000 a year
- Part-time
- Employee discount
Accountant
Equipe Advisory —Greater Adelaide SA
- Full-time
- Bachelor's degree
- Business
- Accounting
- Work from home
Group Accountant
ElectraNet —Greater Adelaide SA
- From $146,000 a year
- Microsoft Excel
- Annual leave
- Parental leave
14d
Deals | Management Consultant
PWC Australia —Adelaide SA
- $89,100 a year
- Writing skills
- Communication skills
- Annual leave
Financial Planning & Analysis (FP&A) Analyst (Darwin, NT)
DCOH —Adelaide SA
- Full-time
- Microsoft Excel
- ERP systems
- Finance
- Relocation assistance
- Parental leave
Quick Apply
2d
Personnel Vetting Advisor
ASC Pty Ltd —Osborne SA
- Full-time
- Construction
- In-person
- Parental leave
5d
Financial Controller - Shared Services
Codan Limited —Greater Adelaide SA
- ERP systems
- Leadership
Customer Service Advisor - Glenelg, SA
BankSA —Glenelg SA
- Part-time
- Sales
- Customer service
- Cash handling
2d
Personal Banking Advisor - Unley, SA
Westpac —Unley SA
- Part-time
- Sales
- Customer service
- Cash handling
3d
Consultant - Corporate Tax
EY —Greater Adelaide SA
- Recruiting
- AI
- Parental leave
Project Support Officer
FYFE —Greater Adelaide SA
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
- Fuel discount
Trainee Service Advisor
CMI Toyota —Stepney SA
- Contract
- Customer service
- Employee assistance program
L&D Specialist (Technical Competency Frameworks)
ASC Pty Ltd —Osborne SA
- Full-time
- Construction
- Parental leave

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Financial Advisor

William Buck SA
Greater Adelaide SA

Quick Apply

Job Details

Permanent | Full-time

Qualifications

Investment
Finance
Business development
Business
Communication skills

Full Job Description

Introduction:
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 'just-right' model – a top tier firm that's perfectly sized 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.

William Buck is a leading network of Chartered Accountants and Advisors, established in 1895, with over 150 partners and 1,200 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.

Description:
Description of the role:
We’re seeking an experienced and driven Financial Advisor to join our Wealth Advisory division in Adelaide. As a trusted advisor, you'll provide tailored financial strategies to a diverse portfolio of clients, build strong client relationships, and collaborate with experts across William Buck to deliver holistic advice. With direct reporting to Partners and managing a small team (1-5 direct reports), this is an opportunity to contribute to the growth and strategic direction of our Wealth Advisory division.

Key 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 and Experiences:
What makes you ‘just right’:

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.

What makes us ‘just right’:
At William Buck, we are more than just advisors. Everything we do is designed to have a positive impact—on our people, clients, and the broader community. Our mission is clear: to deeply understand our clients’ needs and deliver tailored solutions that go beyond traditional advisory services.

As part of our Wealth Advisory team, you’ll have the opportunity to work in an environment that values collaboration, personal growth, and innovation. We offer:

A vibrant workplace culture that encourages friendships and fosters professional excellence.
Pathways to mentorship and leadership opportunities to support your career development.
Flexible work arrangements to suit individual needs.

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.

Quick Apply

Refine Your Search

financial advisor jobs in greater adelaide sa

Financial Advisor

Senior Financial Analyst - JV Governance

Senior Financial Planning and Analysis Manager

Personal Banking Advisor - Newton Village, SA

HR Officer

Expressions of Interest - Service Advisor

Lending Specialist - 111 St Georges Tce

Travel Advisor - North Adelaide, SA

Accountant

Group Accountant

Deals | Management Consultant

Financial Planning & Analysis (FP&A) Analyst (Darwin, NT)

Personnel Vetting Advisor

Financial Controller - Shared Services

Customer Service Advisor - Glenelg, SA

Personal Banking Advisor - Unley, SA

Consultant - Corporate Tax

Project Support Officer

Trainee Service Advisor

L&D Specialist (Technical Competency Frameworks)

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