Hybrid Senior Financial Advisor -- HNW Wealth and Planning (Sydney)

Hybrid Senior Financial Advisor -- HNW Wealth and Planning (Sydney)

06 Oct
|
Marsh Mclennan
|
Sydney

06 Oct

Marsh Mclennan

Sydney

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, solid 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 (Sydney)
🏢 Marsh Mclennan
📍 Sydney

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