Marsh McLennan76 jobs

Senior Financial Adviser

SeniorFull-timeHybrid225 St Georges Terrace, Perth WA 6000, AustraliaFinanceProfessional servicesCustomer successPosted 2 days ago
View your fit0 of 9 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.

Skills you'll need

💼

Financial planning

Expertise in developing comprehensive financial plans tailored to clients’ goals and circumstances.
📈

Investment management

Strong knowledge of investment products and financial markets to advise clients effectively.
🤝

Client relationship management

Proven track record in managing client relationships and driving business growth.
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Meet the team

About the company

View your fit

0 of 5 criteria met
Relevant degree and certifications
Bachelor’s or Master’s degree in Finance or related field with advanced certifications preferred.

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

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

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

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

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