Financial Adviser

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

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:

Marsh (NYSE: MRSH) is 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, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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.