Senior Financial Advisor

Company:

Mercer

Description:

We are seeking a talented individual to join our Mercer Financial Advice team at Mercer as a Senior Financial Advisor working in our Melbourne office.  This is a hybrid role that has a requirement of working at least three days a week in the office. 

Senior Financial Adviser

At Mercer Financial Advice, we help clients achieve their financial goals through personalised advice and comprehensive planning, delivering tailored solutions that align with each client’s needs and aspirations.

We will count on you to:

• Develop and implement comprehensive financial plans tailored to clients’ goals, risk tolerance and financial circumstances.

• Advise high-net-worth clients on investments, retirement planning, tax strategies, estate planning, insurance and other financial products.

• Build and maintain strong, long-term client relationships through regular reviews and proactive communication.

• Analyse client financial data and collaborate with accountants, lawyers and tax specialists to deliver holistic solutions.

• Stay current with market trends, financial products and regulatory changes while meeting business development and compliance targets.

What you need to have:

• Bachelor’s or Master’s degree in Finance, Economics, Financial Advice, Business or a related field; CFP, CFA or equivalent highly preferred.

• 5–7+ years’ experience in financial advisory or wealth management, including managing high-net-worth portfolios.

• Deep technical knowledge of investment products, financial markets, tax laws and retirement planning.

• Excellent interpersonal and communication skills with proven ability to explain complex concepts clearly.

• Proficiency with financial planning software (Xplan) and CRM systems, strong analytical and problem-solving skills.

What makes you stand out:

• Prior success in achieving business development targets and growing client portfolios.

• Experience working in an advisory team that delivers integrated advice with external specialists.

• Advanced or specialist credentials beyond core qualifications (e.g., SMSF accreditation, advanced tax/estate planning).

• Demonstrated track record advising high-net-worth individuals and delivering bespoke wealth strategies.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

About Mercer:

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.