Senior Wealth Advisor - Holistic Financial Planning

Merceradvisors; Scottsdale (AZ); Hybrid; USD 85,000 - 145,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) contributions

Paid parental leave

Generous paid time off

Job summary

Mercer Advisors is looking for a Wealth Advisor to deepen relationships with clients and grow their practice through referrals. The role requires developing financial strategies in collaboration with a unified in-house team of experts to help clients achieve their goals.

Qualified candidates will have 5-10 years of experience, hold certifications like CFP, and possess advanced knowledge of financial products and planning concepts. In addition, a hybrid working schedule will be offered, with business hours from Monday to Friday.

Qualifications

• 5–10 years of experience in financial services.
• Certification as a Certified Financial Planner (CFP) required.
• Advanced knowledge of financial products and planning concepts.

Responsibilities

• Identify clients' financial goals and develop tailored recommendations.
• Communicate complex financial solutions effectively to clients.
• Build and maintain long-lasting relationships with clients.

Skills

Interpersonal communication

Relationship building

Financial planning software

Sales aptitude

Education

Bachelor’s degree in Business, Economics, Accounting or Finance

Master’s degree

Job description

Mercer Advisors is looking for a Wealth Advisor to deepen relationships with clients and grow their practice through referrals. The role requires developing financial strategies in collaboration with a unified in-house team of experts to help clients achieve their goals.

Qualified candidates will have 5-10 years of experience, hold certifications like CFP, and possess advanced knowledge of financial products and planning concepts. In addition, a hybrid working schedule will be offered, with business hours from Monday to Friday.