Marsh McLennan1 follower102 jobs

Senior Financial Adviser

SeniorFull-timeHybrid225 St Georges Terrace, Perth WA 6000, AustraliaFinanceProfessional servicesCustomer successPosted 1 month ago
Pending fitX of Y criteria met

About the job

Join the Mercer Financial Advice team as a Senior Financial Adviser in Perth, where you will have the opportunity to provide expert financial advice to high-net-worth individuals. This job is all about making a meaningful impact by developing tailored financial strategies that help clients achieve their goals. The team values collaboration and professional development, fostering a vibrant and inclusive culture.

You'll be responsible for

📝

Developing financial plans

Creating and implementing comprehensive financial plans tailored to clients’ goals and risk tolerance.
💡

Advising clients

Providing expert advice on investments, retirement planning, tax strategies, and more.
🌟

Building client relationships

Maintaining strong, long-term relationships with clients through regular communication and meetings.

Key criteria

🎓

Relevant degree and certifications

Bachelor’s or Master’s degree in Finance or related field with advanced certifications preferred.

View

💼

5-7 years of financial advisory experience

Demonstrated experience in financial advisory or wealth management.

View

📊

Investment and financial product knowledge

Strong understanding of investment products, tax laws, and retirement planning.

View

View more

Meet the team

About the company

Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
Relevant degree and certifications
Bachelor’s or Master’s degree in Finance or related field with advanced certifications preferred.

View

5-7 years of financial advisory experience
Demonstrated experience in financial advisory or wealth management.

View

Investment and financial product knowledge
Strong understanding of investment products, tax laws, and retirement planning.

View

Client relationship management
Proven track record managing high-net-worth client portfolios.

View

Proficiency in financial planning software
Experience with financial planning software (e.g., Xplan) and CRM systems.

View

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2025
  • Hiring
    • Permanent hires
    • Hatch Placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2025 Hatch
  • Privacy
  • Terms

A meaningful career starts with a match

Similar jobs

View all
Perpetual Limited
Perpetual Limited
Senior Financial Adviser, Perpetual Wealth ManagementMelbourne, VIC · Full-time
The Senior Financial Adviser position at Perpetual Private is an exciting opportunity to join a dynamic team dedicated to delivering exceptional service to clients. This job plays a crucial role in ensuring clients receive tailored financial advice while adhering to compliance guidelines. The team values collaboration and innovation, creating a supportive environment where everyone can thrive.
Perpetual Limited
Perpetual Limited
Senior Financial Adviser - JacarandaSydney, NSW · Full-time
Join Jacaranda Financial Planning as a Senior Adviser and play a pivotal role in transforming clients' financial futures. This job is all about empowering clients to achieve their financial goals with confidence, backed by the resources and expertise of the Perpetual Group. The team values a warm, engaging approach that simplifies complex financial concepts, making a meaningful difference in clients' lives.
Queensland Corrective Services
Queensland Corrective Services
Senior Adviser Offender ServicesBrisbane, QLD · Full-time
The Senior Adviser Offender Services plays a vital role in managing and enhancing offender services, including alcohol and drug programs, domestic violence programs, and more. This job is essential for ensuring that contracted services meet the agency's standards and deliver positive outcomes for offenders. The team values collaboration and continuous improvement, working together to support both staff and external providers in delivering high-quality services.
Glencore Australia
Glencore Australia
Senior Financial AccountantBrisbane, QLD · Contract
The Senior Financial Accountant position at Glencore Zinc Assets Australia is an exciting opportunity to join a dynamic Financial Accounting & Reporting team in Brisbane. This job plays a crucial role in ensuring accurate corporate accounting and financial governance across various sites. Collaboration and continuous improvement are key values within the team, fostering a supportive environment for professional growth.