UHNW Wealth Advisor Associate - Growth & Planning

Mercer Advisors

  • San Francisco, CA
  • 4 days ago

    Highlights

    You will deepen client relationships while leveraging the firm's expert team, playing a key role in delivering comprehensive financial strategies and enhancing client experiences. Mercer-Advisors is seeking an Associate Wealth Advisor I to work with ultra-high-net-worth families, providing tailored financial planning and solutions.

    Numbers & Facts

    LocationSan Francisco, CA

    Description

    Mercer-Advisors is seeking an Associate Wealth Advisor I to work with ultra-high-net-worth families, providing tailored financial planning and solutions. You will deepen client relationships while leveraging the firm's expert team, playing a key role in delivering comprehensive financial strategies and enhancing client experiences.The ideal candidate will have a Bachelor's degree, CFP certification, and at least 5 years of relevant experience. The role offers a hybrid work environment and a robust benefits package, including 401(k) options and health insurance.#J-18808-Ljbffr

    Similar Jobs

    See more jobs