Job Description
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.
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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.
📌 Hybrid Senior Financial Advisor -- Hnw Wealth And Planning (New South Wales)
🏢 Marsh Mclennan
📍 New South Wales
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