Mercer
We are seeking a talented individual to join our Mercer Financial Advice team at Mercer. This role will be based in Brisbane. This is a hybrid role that has a requirement of working at least three days a week in the office.
Financial Adviser - Brisbane
Mercer Financial Advice helps clients make informed decisions about their financial future through personalised advice and tailored planning. In this role, you will work with high-net-worth clients to develop practical financial strategies, support ongoing relationship management, and contribute to the delivery of compliant, client-focused advice.
We will count on you to:
Develop and implement comprehensive financial plans aligned to clients’ goals, risk tolerance and financial circumstances
Advise clients on investments, retirement planning, tax strategies, estate planning, insurance and other financial products
Build and maintain long-term client relationships through regular communication and review meetings
Analyse clients’ financial situations by collecting and interpreting relevant financial information
Stay current with market trends, financial products and regulatory changes to provide informed and compliant advice
Collaborate with accountants, lawyers and tax specialists to deliver holistic financial solutions
Ensure compliance with regulatory requirements and Mercer Financial Advice policies
Contribute to business development by identifying and pursuing new client opportunities
What you need to have:
Demonstrated experience in financial advisory or wealth management
Knowledge of investment products, financial markets, tax laws and retirement planning
Proven ability to explain complex financial concepts clearly and effectively
Experience managing client relationships and delivering high-quality advice to high-net-worth clients
Capability to work with financial planning software, such as Xplan, and CRM systems
What makes you stand out:
Relevant professional qualifications such as CFP or CFA
Experience working with high-net-worth portfolios and business development targets
Exposure to a multidisciplinary advice environment, including collaboration with accountants, lawyers and tax specialists
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.
