Senior Financial Adviser

Marsh; Sydney; Ibrido; AUD 150.000 - 230.000; Tempo pieno

Vantaggi offerti da questo lavoro

Salary packaging and novated lease

Discounted private health insurance

Wellbeing reimbursement

Employee assistance support

Volunteer and recognition initiatives

Descrizione del lavoro

Marsh Financial Advice is seeking a Senior Comprehensive Financial Adviser to join our Sydney team in a hybrid role, requiring in-office presence at least three days per week. You will develop tailored financial plans, advise on investments and tax strategies, and build enduring client relationships with a focus on high-net-worth clients and compliant, client-focused outcomes.

You will work with the Marsh Financial Advice team to provide holistic solutions, staying current with market trends

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Client relationship management

Financial planning

Excellent communication

XPLAN

Formazione

Bachelor's or Master's in Finance/ Economics/ Financial Advice/ Business

CFP/CFA or equivalent highly preferred

Strumenti

Xplan

CRM systems

Descrizione del lavoro

Company:

Marsh

Description:

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

Senior Comprehensive Financial Adviser – Marsh Financial Advice

Marsh Financial Advice helps clients make informed decisions about their financial future through personalised advice and tailored planning. In this role, you will support high-net-worth clients with practical financial strategies, build trusted relationships and contribute to the delivery of clear, compliant and client-focused advice. You will join a collaborative team that values professionalism, care and meaningful client outcomes.

Our Financial advisers specialise and provide full Comprehensive advice in all areas of advice including:

• Superannuation
• Retirement planning
• Investment advice
• SMSF advice
• Defined benefit

At Marsh 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.
• Prior leadership skills and contribution to growth in business.

Why join our team:

• We are a global business with broad career opportunities and the scale to support your growth
• You will join a highly connected Marsh team, with access to dedicated senior executives, specialist internal support and a collaborative way of working that enables you to deliver exceptional advice and outcomes for clients.
• We invest in our people through professional development, mentorship, recognition, and progression opportunities across a global organisation
• You will be part of a workplace that values inclusion, collaboration, and long-term growth
• 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
• We help you be your best through professional development opportunities, interesting work, supportive leaders, and benefits that support your well-being, including income protection, salary continuance insurance, parental leave, flexible working, purchased annual leave, and discounted financial advice
• Additional benefits include access to salary packaging and novated lease options, discounted private health insurance, wellbeing reimbursement, employee assistance support, and volunteer and recognition initiatives

About Marsh:

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 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.