Wealth Advisor - Hybrid, Brisbane

Marsh McLennan; Brisbane; Hybrid; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Professional development

Inclusive culture

Hybrid work model

Diversity & flexibility

Job summary

Mercer is seeking a Financial Adviser in Brisbane to join our Financial Advice team. This hybrid role requires three days in the office weekly, with a focus on high-net-worth client planning and ongoing relationship management.

You will develop and implement comprehensive financial strategies, advise on investments, tax planning, retirement and estate planning, and collaborate with specialists to deliver compliant, client-focused solutions.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationship management

Investment knowledge

Clear communication

Financial planning software

Wealth management experience

Education

CFP

CFA

Tools

Xplan

CRM systems

Job description

Mercer is seeking a Financial Adviser in Brisbane to join our Financial Advice team. This hybrid role requires three days in the office weekly, with a focus on high-net-worth client planning and ongoing relationship management.

You will develop and implement comprehensive financial strategies, advise on investments, tax planning, retirement and estate planning, and collaborate with specialists to deliver compliant, client-focused solutions.