📍 Jobs Near Me
For Job Seekers For Employers
📍

HiringNearMe.work

Local Jobs, Zero Commute

Jobs
Home › Jobs Near Australia › Associate Advisor
📍 Local Job Near You

Associate Advisor

🏢
EBR
📍 sydney, nsw, australia, Australia
📍
Location sydney, nsw, australia
📅
Posted June 03, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

📋
Job Description

Key Responsibilities:

  • Managing the day to day client relationship, becoming the first point of contact for client enquiries
  • Attending client meetings with Senior Advisor / Director, and presenting as required
  • Assisting with the preparation of complex strategic SOA’s
  • Liaising and working with other divisions in the wider William Buck business to deliver great outcomes for the client.
  • Researching and developing financial strategies for clients, including strategy formation across multiple entities (Family Trusts, Companies, SMSFs etc)
  • Preparation of engagement letters
  • Administration relating to implementation including, establishing / rolling over superannuation funds, investments funds, share portfolios etc
  • Managing and tracking client portfolios

    • About you:

  • Degree qualified in Commerce, Economics, or similar discipline
  • 3+ years' experience working in the industry within financial planni...

    • Apply for This Job

    Submit Application

    Quick and secure application process

    📍 Location Details

    🌆
    City
    sydney, nsw, australia
    🗺️
    Country
    Australia
    🚗
    Commute
    Local Area

    🔍 More Jobs Nearby

    Explore other opportunities in sydney, nsw, australia

    View Local Jobs