Wealth Advisor: Lead Client Wealth & Planning
Mercer Advisors
A financial services firm in Denver is seeking a Wealth Path Wealth Advisor to manage a client base, drive business development, and support financial planning efforts. The successful candidate will have a background in finance, a bachelor’s degree, and relevant certifications. Key responsibilities include client retention, onboarding new clients, and ensuring high standards of client communication and service. Benefits include competitive compensation and health coverage. #J-18808-Ljbffr Mercer Advisors
Vacancy posted 2 days ago
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