Hybrid Senior Financial Advisor — Hnw Wealth And Planning New South Wales (Australia)

Hybrid Senior Financial Advisor — Hnw Wealth And Planning New South Wales (Australia)

05 Sep
|
Marsh Mclennan
|
Australia

05 Sep

Marsh Mclennan

Australia

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 (Australia)
🏢 Marsh Mclennan
📍 Australia

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