Senior Wealth Advisor - Hybrid, Fiduciary & Growth

Mercer Advisors

Portland, OR

JOB DETAILS
SALARY
$85,000–$145,000 Per Year
SKILLS
Certified Financial Planner (CFP), Customer Relations, Customer Retention/Renewal, Fiduciary, Financial Analysis, Health Plan, Maintain Compliance
LOCATION
Portland, OR
POSTED
2 days ago

Mercer Advisors is searching for a Wealth Advisor in Portland, Oregon to deepen relationships with clients and grow their practice. The ideal candidate will have 7-10 years of experience and a CFP designation. This hybrid position allows for both remote and office work, emphasizing client-first fiduciary responsibility.Responsibilities include analyzing clients' financial landscapes and ensuring compliance and client retention through tailored financial solutions. The range of base pay is $85,000 to $145,000 USD, accompanied by comprehensive benefits including medical coverage and a 401(k) plan.#J-18808-Ljbffr

About the Company

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Mercer Advisors