Marsh McLennan4 followers6 jobs

Senior Financial Adviser

SeniorFull-timeHybrid225 St Georges Terrace, Perth WA 6000, AustraliaPosted 5 months agoVerified 3 months 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.

Meet the team

About the company

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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 in Finance or related field with CFP or CFA preferred.

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📈

5-7 years financial advisory experience

Demonstrated experience in financial planning and wealth management.

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💬

Strong communication skills

Ability to clearly explain complex financial concepts to clients.

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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 in Finance or related field with CFP or CFA preferred.

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5-7 years financial advisory experience
Demonstrated experience in financial planning and wealth management.

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Strong communication skills
Ability to clearly explain complex financial concepts to clients.

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

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Analytical and problem-solving skills
Strong ability to analyze financial data and develop strategies.

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A meaningful career starts with a match

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