Brisbane Financial Adviser | Hybrid Role, High-Net-Worth

Marsh Agency; Brisbane; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Mercer Financial Advice in Brisbane is seeking a talented Financial Adviser to join our team. The role focuses on delivering tailored financial strategies for high-net-worth clients, managing ongoing relationships and ensuring compliant, client-focused advice.

You will develop comprehensive plans, advise on investments, retirement and tax strategies, and work with accountants and lawyers to provide holistic solutions. A hybrid work model with at least three days in the office is required.

Qualifications

• Experience in financial advisory or wealth management.
• Knowledge of investment products, financial markets, tax laws and retirement planning.
• Ability to explain complex financial concepts clearly and effectively.
• Experience managing client relationships with high-net-worth clients.
• Experience with financial planning software such as Xplan and CRM systems.

Responsibilities

• Develop and implement comprehensive financial plans aligned to clients’ goals and risk tolerance.
• Advise clients on investments, retirement planning, tax strategies, estate planning and insurance.
• Build and maintain long-term client relationships through regular communication and reviews.
• Analyse clients’ financial situations by collecting and interpreting relevant financial information.
• Stay current with market trends and regulatory changes to provide compliant advice.
• Collaborate with accountants, lawyers and tax specialists to deliver holistic financial solutions.
• Ensure compliance with regulations and Mercer Financial Advice policies.
• Contribute to business development by identifying and pursuing new client opportunities.

Skills

Financial advisory experience

Client relationship management

Investments knowledge

Clear communication of complex finance

Education

CFP or CFA

Tools

Xplan

CRM systems

Job description

Mercer Financial Advice in Brisbane is seeking a talented Financial Adviser to join our team. The role focuses on delivering tailored financial strategies for high-net-worth clients, managing ongoing relationships and ensuring compliant, client-focused advice.

You will develop comprehensive plans, advise on investments, retirement and tax strategies, and work with accountants and lawyers to provide holistic solutions. A hybrid work model with at least three days in the office is required.