Senior Wealth Adviser – Hybrid, High‐Net‐Worth Client Focus (Perth)

Senior Wealth Adviser – Hybrid, High‐Net‐Worth Client Focus (Perth)

01 Sep
|
Marsh
|
Perth

01 Sep

Marsh

Perth

Marsh Financial Advice in Perth is seeking a Senior Comprehensive Financial Adviser to join our team. This hybrid role requires working in the office at least three days per week, with responsibility for delivering comprehensive, tailored financial plans and robust client relationships.
You will advise on investments, retirement planning, tax strategies and estate planning for high-net-worth clients, leveraging Xplan and CRM tools, with support from a global Marsh network.
#J-*****-Ljbffr

📌 Senior Wealth Adviser – Hybrid, High‐Net‐Worth Client Focus (Perth)
🏢 Marsh
📍 Perth

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