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Mercer Advisors
Senior Wealth Advisor Build Plans, Grow AssetsMercer Advisors • Rochester, MN, United States
Senior Wealth Advisor Build Plans, Grow Assets

Senior Wealth Advisor Build Plans, Grow Assets

Mercer Advisors • Rochester, MN, United States
8 days ago
Job type
  • Full-time
Job description

Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-centered environment under leadership to support region-wide business development and client service efforts. The role requires serving as a primary advisor for a large client book, onboarding new clients annually, and delivering comprehensive financial planning across investments, tax, estate, and risk planning, with travel up to 50% for meetings and trainings. #J-18808-Ljbffr

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Senior Wealth Advisor Build Plans, Grow Assets • Rochester, MN, United States

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