Hybrid Senior Financial Advisor — HNW Wealth and Planning (New South Wales)

Hybrid Senior Financial Advisor — HNW Wealth and Planning (New South Wales)

04 Sep
|
Marsh Mclennan
|
New South Wales

04 Sep

Marsh Mclennan

New South Wales

Mercer is seeking a Senior Financial Advisor to join the Mercer Financial Advice team in Sydney. This hybrid role requires three days in the office weekly to deliver tailored financial plans for high-net-worth clients and collaborate with accountants, lawyers, and tax specialists.

Ideal candidates have 5–7+ years in financial advisory, robust knowledge of investments, tax planning and retirement strategies, plus proficiency with Xplan and CRM systems. CFP/CFA credentials are highly preferred.

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📌 Hybrid Senior Financial Advisor — HNW Wealth and Planning (New South Wales)
🏢 Marsh Mclennan
📍 New South Wales

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