Wealth Advisor: Build a 150-250 Client Book (CFP)
Mercer Advisors
Mercer Advisors seeks a Wealth Path Wealth Advisor in California to support business development and client services. This client-focused role involves advising a book of 150-250 clients and transitioning new clients to the firm. Candidates must have a Bachelor’s degree, relevant experience, and a CFP designation. The ideal candidate will excel in client communication, managing multiple priorities, and possess strong financial planning skills. The position offers competitive benefits including medical coverage, 401(k), and an annual bonus potential. #J-18808-Ljbffr Mercer Advisors
Vacancy posted 3 days ago
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