Financial Adviser

About the role

We are seeking a talented individual to join our Mercer Financial Advice team in Brisbane. This hybrid role requires at least three days per week in the office and involves working with high‑net‑worth clients to develop practical financial strategies.

Key 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.

Required profile

• 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.

Required skills

• Capability to work with financial planning software such as Xplan.
• Proficiency with CRM systems.

What we offer

• Professional development opportunities and supportive leadership.
• Inclusive culture with talented colleagues and impact for clients and communities.
• Benefits and rewards to enhance well‑being.