Perth, Western Australia, Australia · Hybrid
Company:Mercer Description: We are seeking a talented individual to join our Mercer Financial Advice team at Mercer as a Senior Comprehensive Financial Adviser working in our Perth office. This is a hybrid role that has …
Skills: Financial Planning, Investment Advice, Retirement Planning, SMSF Advice, Tax Strategies
Manila, Metro Manila, Philippines · Hybrid
Company:Marsh Description: We are seeking a talented individual to join our Business Development Team at Marsh. This role will be based in Manila, Philippines. This is a hybrid role that has a requirement of working at l…
Skills: B2B Sales, Japanese Fluency, English Fluency, Insurance Broking, Market Research
Atlanta, Georgia, United States · Hybrid
$49k–$91k/yr
Company:Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the in…
Skills: Client Relationship Management, Property And Casualty Insurance License, Project Management, Microsoft Office Suite, Written Communication
Bogota, Capital District, RAP (Especial) Central, Colombia · Hybrid
Company:Guy Carpenter Description: Estamos buscando a una persona talentosa para unirse a nuestro equipo de Sector Público en Marsh RE. Este puesto estará ubicado en Bogotá, Colombia. Se trata de un rol híbrido que requi…
Skills: Reinsurance Placement, Account Structuring, Negotiation, Client Advisory, Strategic Relationship Management
Mexico City, Mexico City, Mexico · Hybrid
$89k–$115k/yr
Company:Oliver Wyman Description: About Oliver Wyman Oliver Wyman, a Marsh (NYSE: MRSH) business, is a management consulting firm driven by deep industry insight, bold innovation, and a collaborative approach that cuts t…
Skills: Revenue FP&A, Financial Modeling, Revenue Forecasting, Backlog Analysis, Variance Analysis
Ciudad de México, Mexico · Hybrid
Company:Marsh Description: Estamos buscando a una persona talentosa para unirse a nuestro equipo de Operaciones en Marsh. Este puesto estará basado en las oficinas de Marsh en Ciudad de México. Este es un rol híbrido que…
Skills: Customer Service, Policy Issuance, Claims Tracking, Collections Management, MS Excel
Toronto, Ontario, Canada · Hybrid
Company:Guy Carpenter Description: We are seeking a talented individual to join our Global Analytics & Advisory Actuarial team at Guy Carpenter. This role will be based in Toronto. This is a hybrid role that has a requir…
Skills: Actuarial Science, Pricing, Valuation, Capital Modeling, Microsoft Office
Birmingham, England, United Kingdom · Hybrid
Company:Torrent Description: We are seeking a talented individual to join our Underwriting team at Torrent Technologies. This role will be based in Kalispell, or can be performed Remotely Nationwide. As a Flood Underwrit…
Skills: Insurance Underwriting, Flood Insurance, Customer Service, Policy Issuance, Risk Analysis
Clearwater, Florida, United States · Hybrid
Company:Marsh McLennan Agency Description: Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent…
Skills: Business Insurance, Account Management, Client Retention, Sagitta Agency Management System, Claims Management
Ciudad de México, Mexico · Hybrid
Company:Marsh Description: Estamos buscando una persona talentosa para unirse a nuestro equipo de Operaciones en Marsh. Este puesto estará basado en las oficinas de Marsh en Ciudad de México. Este es un rol híbrido que r…
Skills: Claims Management, Medical Expenses Insurance, Life Insurance, Customer Service, Administrative Control
Toronto, Ontario, Canada · Hybrid
Company:Guy Carpenter Description: We are seeking a talented individual to join our Global Analytics & Advisory Actuarial team at Guy Carpenter. This role will be based in Toronto. This is a hybrid role that has a requir…
Skills: Actuarial Valuation, Pricing, Capital Modeling, Power BI, Tableau
Paris, Ile-de-France, France · Hybrid
Company:Marsh Description: Description supplémentaire de l'emploi Ce qui vous attend : Conseil et Audit pour les Prêteurs dans le cadre des Financements de Projets (Project Finance), projets d’infrastructure ou d’énergie…
Skills: Project Finance, Insurance Audit, Risk Analysis, Contract Analysis, English Proficiency
Bogota, Capital District, RAP (Especial) Central, Colombia · Hybrid
Company:Marsh Description: Analista de gestion de datos e integraciones Estamos buscando una persona con talento para unirse a nuestro equipo en el área de Operaciones en Marsh. Este rol estará basado en la Ciudad de Bog…
Skills: Data Integration, API Management, REST, SOAP, Microsoft Azure
Ciudad de México, Mexico · Hybrid
Company:Marsh Description: Global Marketing Program Manager We are seeking a Global Marketing Program Manager to join our team at Marsh. This role will be based in Mexico City. This is a hybrid role that has a requiremen…
Skills: Program Management, Marketing Communications, Project Planning, Wrike, PowerPoint
São Paulo, São Paulo, Brazil · Hybrid
Company:Marsh Description: Estágio em Operações - Movimentação Cadastral Local: São Paulo/SP - Híbrido Estamos à procura de um talento para se juntar à nossa equipe de Operações na Marsh. Este cargo será baseado em Sao P…
Skills: Administrative Support, Excel, Microsoft Office, Communication, Analytical Profile
Scottsdale, Arizona, United States · Hybrid
Company:Marsh McLennan Agency Description: Position Overview Business Insurance Advisors are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Advisors are fiscal…
Skills: Negotiation, Relationship Management, Sales, Customer Service, Interpersonal Skills
New York, New York, United States · Hybrid
$49k–$99k/yr
Company:Marsh Corporate Description: We are seeking a talented individual to join our team at Marsh. This role will be based in New York City. This is a hybrid role that has a requirement of working at least three days a…
Skills: Expense report management, Procurement workflow management, Vendor payment processing, Budget tracking, Event logistics coordination
Mumbai City, Maharashtra, India · Hybrid
Company:Marsh Corporate Description: Marsh is pleased to announce an opening for the position of Specialist – Accounting Operations (C) for Mumbai/Pune Location. Specialist What can you expect: A member of the Finance fu…
Skills: Accounting Operations, Bank Reconciliation, Oracle, ERP, Microsoft Excel
Fukuoka Prefecture, Japan · Hybrid
Company:Marsh Risk Description: オフィス：マーシュ 西日本コンタクトセンター 所在地：福岡県北九州市小倉北区魚町3丁目5-5 ビジア小倉 部署概要：九州事務センター（KPC) We will count on you to / 主な業務内容： 損害保険事務手続きを切り分け、専門に取り扱う部署にて、自動車保険に関わる月例精算、損保事務対応をいただきます。業界大手の日系・外資企業がクライアント。契約内容も大型…
Skills: Non-life Insurance Administration, Excel Functions, Invoice Creation, Insurance Premium Calculation, Communication Skills
Fukuoka Prefecture, Japan · Hybrid
Company:Marsh Risk Description: オフィス：マーシュ 西日本コンタクトセンター 所在地：福岡県北九州市小倉北区魚町3丁目5-5 ビジア小倉 部署概要：九州事務センター（KPC) We will count on you to / 主な業務内容： 損害保険事務手続きを切り分け、専門に取り扱う部署にて、自動車保険に関わる月例精算、損保事務対応をいただきます。業界大手の日系・外資企業がクライアント。契約内容も大型…
Skills: Non-life Insurance Administration, Excel Functions, Invoice Creation, Insurance Premium Calculation, Communication Skills
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Develop and implement comprehensive financial plans for high-net-worth clients, focusing on investments, retirement, and tax strategies. Build long-term client relationships and collaborate with external specialists to deliver holistic financial solutions.
Requires a degree in Finance or a related field with 5-7+ years of experience in financial advisory or wealth management. Proficiency in Xplan and certifications like CFP or CFA are highly preferred.
We are seeking a talented individual to join our Mercer Financial Advice team at Mercer as a Senior Comprehensive Financial Adviser working in our Perth 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 – Mercer Financial Advice
Mercer Financial Advice is a Comprehensive advice business and is known as a leader in the financial planning industry. This is a full-time position offering the opportunity to service an established client base while continuing to build and grow long-term client relationships through referrals and business development opportunities.
We are seeking a Senior Comprehensive Financial Adviser with leadership skills as we’re looking to expand and grow our presence in WA. Our strong relationships with our existing employer groups including our dedicated client executives have seen our business grow and offers an opportunity for the right candidate to help grow our WA footprint.
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 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 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 help you be your best through professional development opportunities, interesting work and supportive leaders.
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.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
About Mercer:
This LinkedIn page is closed. Please follow us at Marsh on LinkedIn.
Offices: 1166 Avenue of the Americas, New York, NY 10036, US
This LinkedIn page is closed. Please follow us at Marsh on LinkedIn.
Offices: 1166 Avenue of the Americas, New York, NY 10036, US
