Senior Financial Adviser

Mercer

Perth, Australia
On-site
Financial planning
Investment management
Client relationship management
Develop and implement comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances

Job Summary

  • Develop and implement comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances.
  • Build and maintain strong, long-term relationships with clients through regular communication and review meetings.
  • Achieve business development targets by identifying and pursuing new client opportunities.

Matching Summary

Develop and implement comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances.

Skills & Requirements

Must-have

  • financial planning
  • investment management
  • client relationship management
  • tailored financial strategies
  • market trends
  • regulatory compliance

Nice-to-have

  • holistic financial solutions
  • vibrant and inclusive culture
  • professional development opportunities

Key Requirements

  • Bachelor’s or Master’s degree
  • CFP or CFA highly preferred
  • 5-7 years’ experience
  • Proficiency with Xplan
  • Approval to work in Australia

Work Rights

Approval to work in Australia

Tailored Resume

Cover Letter