Wealth Advisor Fiduciary Planner Driving Client Growth

Mercer Advisors

New York, NY

JOB DETAILS
SALARY
$85,000–$145,000 Per Year
SKILLS
Business Development, Certified Financial Planner (CFP), Customer Support/Service, Fiduciary, Financial Planning, Willing to Travel
LOCATION
New York, NY
POSTED
1 day ago

Mercer Advisors is seeking a Wealth Path Wealth Advisor to support client service and business development efforts. This role involves serving as the primary advisor for a book of 150-250 clients and requires strong financial planning and investment knowledge. The ideal candidate will have a Bachelor's degree, 5-25 years of experience, and a CFP designation. Compensation includes a salary range of $85,000 - $145,000, plus bonuses. The position allows for traveling up to 50% of the time and includes a robust benefits package.#J-18808-Ljbffr

About the Company

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Mercer Advisors