In-Demand Financial advisory, analysis & investment management occupations Jobs in Sydney, Nsw

Assistant Advisor - Wealth Advisory / Financial Planning
William Buck —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Analysis skills
Financial Controller
Good Directions —Hornsby NSW
- $168,163 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Budgeting
- Leadership
- Travel reimbursement
- Work from home
Quick Apply
Assistant Advisor - Wealth Advisory / Financial Planning
William Buck NSW —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Analysis skills
Quick Apply
Senior Advisor / Senior Financial Advisor - Wealth Advisory
William Buck —Sydney NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- Business
- Employee assistance program
Financial Modelling Specialist | Manager | Deals Advisory
PWC Australia —Sydney NSW
- Master's degree
- Annual leave
- Parental leave
Graduate Trainee - Global Markets Sales
Société Générale —Sydney NSW
- Contract
- Microsoft Powerpoint
- Microsoft Excel
- Finance
Investment Banking Associate - Public Private Partnership Transaction Advisory
Agentis Capital Advisors —Sydney NSW
- Urgently hiring
- On-the-job training
Manager – Bank Advisory, Financial Crime Risk
AMP Limited —Sydney NSW
- Full-time
- Finance
- Business
Investment Operations - Fund Accountant
Morningstar —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Excel
- Finance
- Administrative experience
Manager - Financial Planning & Analysis
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Management
- Finance
- Analysis skills
- Annual leave
- Work from home
Global Investment Banking & Capital Markets Summer Analyst - 2026/27 - Sydney
Bank of America —Sydney NSW
- Master's degree
- Analysis skills
- Internship
- On-the-job training
Associate, Investment Banking, Sydney
Jefferies & Company, Inc. —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Finance
Accountant
GBA Capital Pty Ltd —Sydney NSW
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Analysis skills
Quick Apply
11d
Vice President, Investment Banking - Public Private Partnership Transaction Advisory
Agentis Capital Advisors —Sydney NSW
- Urgently hiring
- Management
- Writing skills
- Business development
Associate Director - Investment Management Technology
Deloitte —Sydney NSW
- Management
- PMP
- Finance
- Parental leave
12d
Senior Advisor / Senior Financial Advisor - Wealth Advisory
William Buck NSW —Sydney NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- Business
- Employee assistance program
Quick Apply
Graduate Accountant - Business Advisory
William Buck —Sydney NSW
- Full-time
- Bachelor's degree
- Business
2027 | APEJ | Sydney | Asset Management, Client Solutions Group | Summer Analyst
Goldman Sachs —Sydney NSW
- Seasonal
- Bachelor's degree
- Internship
Senior Manager - Advisory & Strategy, Financial Crime Risk
AMP Limited —Sydney NSW
- Full-time
- Management
- Finance
- Financial services
Business Services & Management Accounting – Intermediate
Accru —Sydney NSW
- Microsoft Office
- Analysis skills
- Bachelor's degree

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financial advisory, analysis & investment management occupations jobs near sydney, nsw

Assistant Advisor - Wealth Advisory / Financial Planning

William Buck -
Sydney NSW

Apply Now

Job Details

Permanent | Full-time

Benefits

Group activities

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Analysis skills
Business
Communication skills

Full Job Description

Are you ready to take your career in financial advice to the next level
Be mentored by some of Australia’s top financial advisors
Work directly with UHNW clients across all aspects of financial advice/planning
Great culture, great clients and clear pathway to Advisor

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.

Your new Opportunity:
Are you looking for a challenging role that offers broad exposure to all facets of financial advice and planning?

Want to be mentored by some of Australia’s top financial advisors (yes, we’re in the Top 100!) while continuing to grow and develop your career in a supportive, forward-thinking environment?

Then this is the opportunity you’ve been waiting for!

Our Wealth Advisory team has grown over 20% year-on-year for the past four years, and we’re now looking for a passionate and driven Assistant Advisor to join our dynamic team.

You’ll be working with a group of high-performing professionals renowned for delivering fee-only, client-centric advice. Operating under our own license, we partner closely with successful business owners, senior executives, and ultra-high-net-worth families to deliver sophisticated, personalised strategies that go far beyond investment advice.

What your day might look like:
Attending and contributing to client meetings
Co-leading client relationships with a Senior Advisor
Supporting Partners and Senior Advisors to develop high-level, tailored advice strategies
Conducting investment research, analysis, and portfolio management
Developing complex financial strategies across wealth accumulation, restructuring, estate planning, and more
Assisting with the preparation of review documents and implementing recommendations
Handling client queries and collaborating with other professionals to deliver outstanding results

What sets us apart:
A clear, supported career pathway to becoming an Advisor
Full support through your Professional Year
A collaborative, advice-first culture — not sales-focused!
Work with UHNW family office groups, business owners, executives, as well as asset consulting/portfolio management for institutional investors
A proven track record of developing high-calibre Advisors
Extensive in-house training in investments, tax, complex structures (Trusts, Companies, Partnerships), asset protection, and the soft skills needed to advise —without selling
Holistic advice that includes wealth creation, tax minimisation, superannuation (including SMSF), debt management, and asset protection strategies

What makes you ‘just right’:
A degree in Commerce, Economics, or a related discipline (preferred)
2+ years of experience in financial planning/advice, superannuation consulting, technical roles, or accounting
A strong desire to learn and grow — we’ll invest heavily in your development, and we hope you will too
Excellent written and verbal communication skills
Strong analytical, problem-solving, and critical thinking abilities
Proficiency in Excel and Word
A collaborative, personable team player who enjoys what they do and wants to build a long-term career with us.

Some of our benefits:
Hybrid working – 2 days from home
Salary Continuance Insurance for all employees
Ongoing professional development and career growth opportunities
Access to an in-house psychologist for personal and professional coaching
Bi-monthly team lunches
‘Dress for your day’ policy
Fun social events through our Social Club
Wellness perks – Personal Training, Yoga, Run Club and more
Dedicated mentorship
Industry-leading Return to Work incentives for primary carers

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.

Apply Now

Refine Your Search

financial advisory, analysis & investment management occupations jobs in sydney, nsw

Assistant Advisor - Wealth Advisory / Financial Planning

Financial Controller

Assistant Advisor - Wealth Advisory / Financial Planning

Senior Advisor / Senior Financial Advisor - Wealth Advisory

Financial Modelling Specialist | Manager | Deals Advisory

Graduate Trainee - Global Markets Sales

Investment Banking Associate - Public Private Partnership Transaction Advisory

Manager – Bank Advisory, Financial Crime Risk

Investment Operations - Fund Accountant

Manager - Financial Planning & Analysis

Global Investment Banking & Capital Markets Summer Analyst - 2026/27 - Sydney

Associate, Investment Banking, Sydney

Accountant

Vice President, Investment Banking - Public Private Partnership Transaction Advisory

Associate Director - Investment Management Technology

Senior Advisor / Senior Financial Advisor - Wealth Advisory

Graduate Accountant - Business Advisory

2027 | APEJ | Sydney | Asset Management, Client Solutions Group | Summer Analyst

Senior Manager - Advisory & Strategy, Financial Crime Risk

Business Services & Management Accounting – Intermediate

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