Financial Adviser

About the role

Mercer Financial Advice is seeking a Financial Adviser to join its high‑net‑worth client team in Brisbane. This hybrid position requires at least three days per week in the office and focuses on delivering personalised, compliant financial advice.

Key responsibilities

• Develop and implement comprehensive financial plans aligned with clients’ goals, risk tolerance and financial circumstances.
• Advise clients on investments, retirement planning, tax strategies, estate planning, insurance and other financial products.
• Maintain long‑term client relationships through regular communication, review meetings and collaborative solutions with accountants, lawyers and tax specialists.
• Stay current with market trends, regulatory changes and ensure compliance with Mercer policies.

Required profile

• Demonstrated experience in financial advisory or wealth management, preferably with high‑net‑worth clients.
• Knowledge of investment products, financial markets, tax laws and retirement planning.
• Professional qualifications such as CFP or CFA are a plus.

Required skills

• Proficiency with financial planning software such as Xplan.
• Experience using CRM systems for client management.

What we offer

• Professional development opportunities and supportive leadership.
• Inclusive culture with benefits and rewards to enhance well‑being.