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Wealth Advisor

$85k - $145k

Mercer Advisors

Mercer Advisors in Plano, Texas, is seeking a Wealth Path Wealth Advisor to join their collaborative team. The role involves managing a portfolio of 150-250 clients, ensuring client satisfaction, and onboarding new clients to enhance their financial journey. Candidates should hold a bachelor's degree and possess strong competencies in investment and tax planning. The position offers a competitive salary range of $85,000 - $145,000 and a comprehensive benefits package. #J-18808-Ljbffr

Vacancy posted 2 days ago
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