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Senior Wealth Advisor - Holistic Planning & Growth

$85k - $145k

Mercer-Advisors

Mercer-Advisors in Houston, Texas is seeking a Wealth Path Wealth Advisor to support business development and client service initiatives. This role includes advising 150-250 clients, onboarding new clients, and collaborating with leadership on financial planning and business development. The ideal candidate has a Bachelor's degree, CFP certification, and significant experience in financial services. Benefits include medical coverage, 401(k), and a competitive salary range of $85,000 to $145,000 plus bonuses. #J-18808-Ljbffr Mercer-Advisors

Vacancy posted 3 days ago
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