Senior Financial Adviser

About the role

Marsh is looking for a Senior Comprehensive Financial Adviser to join its Financial Advice team in the Sydney office. The role supports high-net-worth clients with practical financial strategies, builds trusted relationships and delivers clear, compliant and client-focused advice. It is a hybrid position with at least three days a week spent in the office.

Key responsibilities

• 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 long-term client relationships through regular reviews and proactive communication.
• Analyse client financial data and work 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.

Required profile

• 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.
• Preferred: business development success, experience in an integrated advisory team, specialist credentials such as SMSF accreditation, and leadership experience.

Required skills

• Proficiency with financial planning software (Xplan) and CRM systems.
• Strong analytical and problem-solving skills.

What we offer

• Professional development, mentorship, recognition and progression opportunities within a global organisation.
• Income protection, salary continuance insurance, parental leave, flexible working, purchased annual leave and discounted financial advice.
• Salary packaging and novated lease options, discounted private health insurance, wellbeing reimbursement, employee assistance support and volunteer and recognition initiatives.