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Wealth Planning Analyst

$80k - $90k

Mercer-Advisors

Mercer-Advisors is seeking a Financial Planner based in Newport Beach, California. The role involves preparing comprehensive financial plans, collaborations with sales teams, and utilizing various planning tools to deliver exceptional client experiences. Ideal candidates will have a Bachelor's degree, preferably in a relevant field, and experience in the financial industry. The position offers a base pay range of $80,000 – $90,000 along with generous benefits. #J-18808-Ljbffr Mercer-Advisors

Vacancy posted 5 days ago
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