Senior Financial Adviser
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
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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
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Relevant degree and certifications
Bachelor’s or Master’s in Finance or related field with CFP or CFA preferred.View
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5-7 years financial advisory experience
Demonstrated experience in financial planning and wealth management.View
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Strong communication skills
Ability to clearly explain complex financial concepts to clients.View
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