Wealth Advisor | Grow 250-Client Book & Lead Planning
Merceradvisors
Mercer Advisors in Connecticut is looking for a Wealth Path Wealth Advisor to serve as the primary trusted advisor for a portfolio of clients, ensuring their retention and growth. This role involves onboarding new clients, providing financial planning support, and collaborating with team leaders on client service. The ideal candidate has a Bachelor’s degree, between five and twenty-five years of relevant experience, and proficiency in investment and tax planning. The position offers a competitive salary and robust benefits package. #J-18808-Ljbffr Merceradvisors
Vacancy posted 1 day ago
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