Senior Financial Adviser

Marsh & McLennan Companies Inc

Perth, Australia
Not specified; not specified; not specified
Hybrid
Bachelor's or master's degree in finance
Minimum 5-7 years financial advisory experience
Proficiency with xplan and crm systems
The role involves developing comprehensive financial plans tailored to clients' goals and risk tolerance while advising on investments and retirement strategies

Job Summary

  • The role involves developing comprehensive financial plans tailored to clients' goals and risk tolerance while advising on investments and retirement strategies.
  • Candidates will collaborate with accountants, lawyers, and tax specialists to deliver holistic financial solutions for high-net-worth individuals.
  • Mercer offers professional development opportunities, a vibrant inclusive culture, and the scale of a global leader with over $27 billion in annual revenue.

Matching Summary

The role involves developing comprehensive financial plans tailored to clients' goals and risk tolerance while advising on investments and retirement strategies.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Bachelor's or Master's degree in Finance
  • Minimum 5-7 years financial advisory experience
  • Proficiency with Xplan and CRM systems
  • Strong knowledge of investment products and tax laws
  • Ability to work hybrid 3 days in office

Nice-to-have

  • CFP or CFA certification preferred
  • Experience managing high-net-worth portfolios
  • Excellent interpersonal communication skills
  • Proven track record in business development
  • Collaborative team environment experience

Key Requirements

  • Bachelor's or Master's degree required
  • 5-7 years minimum experience
  • CFP or CFA highly preferred
  • Must have approval to work in Australia

Work Rights

Must have appropriate approval to work in Australia

Tailored Resume

Cover Letter