Senior Wealth Advisor for High-Net-Worth Clients

Marsh Insurance Limited; Sydney; Hybrid; AUD 120,000 - 160,000; Full time

Benefits offered by this job

Income protection

Salary packaging

Novated lease options

Flexible working

Parental leave

Discounted private health insurance

Wellbeing reimbursement

Employee assistance support

Job summary

Marsh Financial Advice in Sydney seeks a Senior Comprehensive Financial Adviser to support high-net-worth clients and deliver tailored, compliant wealth strategies. The role is hybrid, requiring a minimum of three days in the office weekly, with accountability for in-depth financial planning and relationship management.

You will collaborate with accountants, lawyers and tax specialists, staying current with market trends and regulatory changes to meet growth and compliance targets.

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Financial Advice, Business or 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.

Responsibilities

• 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.

Skills

Interpersonal skills

Communication

Financial planning

CRM systems

Xplan

Wealth management

Education

Bachelor’s or Master’s in Finance/related

CFP/CFA preferred

Tools

Xplan

CRM systems

Job description

Marsh Financial Advice in Sydney seeks a Senior Comprehensive Financial Adviser to support high-net-worth clients and deliver tailored, compliant wealth strategies. The role is hybrid, requiring a minimum of three days in the office weekly, with accountability for in-depth financial planning and relationship management.

You will collaborate with accountants, lawyers and tax specialists, staying current with market trends and regulatory changes to meet growth and compliance targets.