Senior Financial Adviser

Description:

We are seeking a talented individual to join our Mercer Financial Advice team at Mercer. This role is based in Perth. This is a hybrid role that has a requirement of working at least three days a week in the office.

Senior Financial Adviser

We are seeking an experienced and highly motivated Senior Financial Adviser to join our Perth team. The successful candidate will have a strong background in financial planning, investment management, and client relationship management. This role involves providing expert financial advice to high-net-worth individuals and developing tailored financial strategies to help clients achieve their objectives.

We will count on you to:

Develop and implement comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances.

Advise clients on investments, retirement planning, tax strategies, estate planning, insurance, and other financial...