Wealth Advisor - Client-Focused Fiduciary, Hybrid
Mercer Advisors
A leading financial services firm in Walnut Creek seeks a Wealth Advisor to deepen client relationships and enhance their financial practices. Ideal candidates have 7-10 years of relevant experience and a CFP designation. You will work with affluent clients to analyze their financial landscape and develop tailored recommendations, working alongside a dedicated sales team to ensure exceptional client outcomes. This position supports a hybrid work environment with competitive compensation and a comprehensive benefits package. #J-18808-Ljbffr
Vacancy posted 4 days ago
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