At a Glance
- Tasks: Support high-net-worth clients with tailored wealth strategies and in-depth financial planning.
- Company: Marsh Financial Advice, a leading firm in Sydney with a focus on client relationships.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Stay ahead of market trends and regulatory changes in a dynamic environment.
- Why this job: Make a real difference in clients' lives while collaborating with top professionals in finance.
- Qualifications: Experience in financial advising and strong relationship management skills.
The predicted salary is between 90000 - 110000 $ per year.
Marsh Financial Advice in Sydney seeks a Senior Comprehensive Financial Adviser to support high-net-worth clients and deliver tailored, compliant wealth strategies.
The role is hybrid, requiring a minimum of three days in the office weekly, with accountability for in-depth financial planning and relationship management.
You will collaborate with accountants, lawyers and tax specialists, staying current with market trends and regulatory changes to meet growth and compliance targets.
#J-18808-Ljbffr
Senior Wealth Advisor for High-Net-Worth Clients in Sydney employer: Marsh Insurance Limited
Marsh is an exceptional employer that prioritises professional development and fosters a vibrant, inclusive culture across its Sydney, Brisbane, and Melbourne offices. With a commitment to hybrid work, employees enjoy the flexibility of remote work while benefiting from collaborative in-office experiences, all within a supportive environment that encourages growth and innovation. Join us to make a meaningful impact alongside talented colleagues in a dynamic claims advocacy team.
