SeniorFinancialAdvisor

## Company: Mercer ## ## Description: We are seeking a talented individual to join our **Mercer Financial Advice** team at **Mercer** as a **Senior Financial Advisor** 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 Financial Adviser** At Mercer 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 deliver