Mercer Advisors is seeking a Senior Wealth Advisor to deepen relationships with an established base of high net worth clients and grow the practice through referrals. You will leverage our unified team of experts across portfolio management, tax, estate planning, and planning to tailor solutions for each client’s goals.
You’ll work with a dedicated Sales team and act as a client-focused fiduciary, communicating sophisticated investment strategies and financial planning concepts with excellence.
#J-18808-LjbffrHybrid Senior Wealth Advisor for High-Net-Worth Clients in los angeles at Unknown Company
This position is listed as full time and onsite.